54 stories mentioning ROKUUpdated 3d ago
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Charles Collier, President, Roku Media, on September 04, 2026, sold 20,538 shares in Roku (ROKU) for $3,224,249. Following the Form 4 filing with the SEC, Collier has control over a total of 22,700 Class A common shares of the company, with 22,700 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000195166526000026/xslF345X05/form4.xml
Consumer stocks were lower late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) each falling 1.1%.Redbook US same-store sales rose by 8.3% from a year earlier in the week ended Sept. 5 after a 9.6% year-over-year increase in the previous week. Redbook noted positive customer responses to Labor Day promotions. Sales were driven mainly by back-to-school demand and seasonal apparel. There were high sales for food items in discount stores ahead of long holiday weekend.In corporate news, Casey's General Stores (CASY) shares fell past 14% after its fiscal Q1 same-store sales growth slowed and missed Wall Street estimates, even though earnings and revenue topped expectations.Fox (FOX) is facing expanded antitrust scrutiny from the US Department of Justice over its $22 billion acquisition of streaming platform Roku (ROKU), Semafor reported. Fox shares were down 1.5%, and Roku shed 1.5%.Chewy's (CHWY) fiscal Q2 results largely matched Wall Street's expectations even as the online pet store company faced pressure within the consumables and hard goods categories. Its shares were down 10%.Signet Jewelers (SIG) lifted its full-year earnings outlook on Wednesday as the diamond jewelry retailer's bottom line exceeded market expectations in fiscal Q2 amid comparable sales strength across all fine jewelry brands. Its shares jumped 21%.
Consumer stocks were lower late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) each falling 1.1%.In corporate news, Fox (FOX) is facing expanded antitrust scrutiny from the US Department of Justice over its $22 billion acquisition of streaming platform Roku (ROKU), Semafor reported. Fox shares were down 1.2%, and Roku shed 1.3%.
Roku (ROKU) has launched its first OLED TVs, the company said Tuesday.The Roku Pro Series OLED TV and Roku Pro Series LX OLED TV are available exclusively on Amazon (AMZN), according to a statement.The Roku Pro Series is currently available in 55-inch and 65-inch sizes at a manufacturers suggested retail price staring at $999, whiile the Pro Series LX will be available in October at an MSRP of $1,299, the company said.Price: $156.13, Change: $-0.80, Percent Change: -0.51%
Dan Jedda, Chief Financial Officer and Chief Operating Officer, on August 14, 2026, sold 7,000 shares in Roku (ROKU) for $1,099,770. Following the Form 4 filing with the SEC, Jedda has control over a total of 65,963 Class A common shares of the company, with 65,963 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000183490226000020/xslF345X05/form4.xml
Roku (ROKU) has an average rating of hold and mean price target of $159.16, according to analysts polled by FactSet.
Trade Desk's (TTD) downbeat third-quarter outlook following a second-quarter miss indicates macro and structural issues amid growing competition, Wedbush Securities said Friday.Late Thursday, the ad-buying software maker said it expected revenue of at least $650 million and adjusted earnings before interest, taxes, depreciation and amortization of about $160 million for the ongoing quarter. The current consensus on FactSet is for $711.2 million and $246.1 million, respectively.The company posted second-quarter adjusted earnings of $0.34 a share on revenue of $715.1 million, both falling short of Wall Street's estimates."Combined with mounting competitive threats and macro pressures within its largest segments, (Trade Desk) could not meet its (second-quarter) guidance," Wedbush analysts, including Alicia Reese, said in a note to clients Friday. "(Third-quarter) guidance is substantially more concerning, adding fuel to the bear thesis that the company faces immense structural headwinds."Trade Desk Chief Executive Jeff Green blamed the company's underperformance in the second quarter relative to its own expectations to two main reasons."First, the macro conditions have made it more difficult for some of the world's largest brands to grow," Green said on an earnings call Thursday, according to a FactSet transcript. "Secondly, we didn't execute as well as we could have."Wedbush reduced its price target on the company's shares to $15 from $21 and maintained its neutral rating.Apart from macro pressures that are reducing advertiser spend, Trade Desk is seeing "fierce" competition, particularly in the consumer packaged goods segment, according to the note."(Trade Desk) was built for open-internet scale and cross-publisher orchestration, while the market is increasingly gravitating toward closed-loop, vertically integrated performance ecosystems like Amazon's (AMZN)," the Wedbush analysts said. E-commerce giant Amazon continues to gain ground as "a core (connected television) performance partner, undermining (Trade Desk's) argument that advertisers do not want to exist within walled gardens."The company's reliance on third-party data partnerships with Walmart (WMT), DirecTV and Roku (ROKU) creates fragmentation and less deterministic measurement, compared with integrated platforms that own media, device and consumer data. Trade Desk's new measurement framework, which is in alpha testing phase, could provide it some competitive relief after it's launched, according to the note."As more (demand-side platforms) split the CTV growth, (Trade Desk) may increasingly rely on (total addressable market) expansion opportunities, such as chatbot inventory and sponsored shopping listings, where the company lacks a structural advantage," Wedbush said. "(Trade Desk) still offers meaningful advantages in frequency control, de-duplicated reach, multi-publisher planning, and optionality across CTV, display, audio, and out-of-home."Price: $13.83, Change: $-3.85, Percent Change: -21.76%
Roku (ROKU) has an average rating of overweight and mean price target of $159, according to analysts polled by FactSet.
Charles Collier, President, Roku Media, on August 04, 2026, sold 20,538 shares in Roku (ROKU) for $2,997,026. Following the Form 4 filing with the SEC, Collier has control over a total of 15,200 Class A common shares of the company, with 15,200 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000195166526000020/xslF345X05/form4.xml
Charles Collier, President, Roku Media, on July 06, 2026, sold 20,538 shares in Roku (ROKU) for $2,926,798. Following the Form 4 filing with the SEC, Collier has control over a total of 15,200 Class A common shares of the company, with 15,200 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000195166526000018/xslF345X05/form4.xml
Comcast (CMCSA) said Monday it plans to split into two publicly traded companies, separating its NBCUniversal and Sky media businesses from its broadband and connectivity operations as the media giant aims to boost strategic focus for each unit.The proposed spinoff, expected to be tax-free, is anticipated to be completed in about one year, subject to customary conditions, including board approval. Upon completion, Comcast shareholders will own shares in both Comcast and NBCUniversal.Comcast's shares rose about 20% in the most recent premarket activity.After completion of the proposed separation, Comcast will focus on its broadband, wireless and business services operations. NBCUniversal, together with Sky, will become an independent publicly traded company with media and entertainment assets including theme parks, film and television studios, NBC and Telemundo networks, Peacock and Bravo.Brian Roberts, chairman and co-chief executive officer of Comcast, will remain actively involved in the leadership of both companies. "The transaction we are announcing will unlock a more entrepreneurial management approach and open up a multitude of new opportunities for each business," Roberts said in a statement.Mike Cavanagh, who currently serves as co-chief executive officer of Comcast, will become CEO of NBCUniversal, while former Chief Financial Officer Michael Angelakis will return as CEO of Comcast following the separation."Comcast will continue to build on its leadership in connectivity, while NBCUniversal, together with Sky, will have the scale, brands, content and financial resources to compete as a premier global media and entertainment company," Cavanagh said.Comcast said it expects to retain up to a 19.9% stake in NBCUniversal for up to one year after the spin-off.Comcast earlier this year completed the spinoff of its cable TV networks and digital assets into the separately traded company Versant Media (VSNT).The latest separation announcement comes as media companies pursue consolidation to gain scale. Earlier this month, Fox (FOX, FOXA) agreed to acquire Roku (ROKU) in a cash-and-stock deal that values the TV streaming platform at about $22 billion.Earlier this year, Paramount Skydance (PSKY) agreed to acquire rival Warner Bros. Discovery (WBD) in a deal with an enterprise value of $110 billion. The US Justice Department's antitrust division recently cleared the deal.
Consumer stocks were higher late Friday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.9% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) adding 0.8%.In corporate news, Roku (ROKU) and Florida Attorney General James Uthmeier said Friday the company agreed to enhance its safety controls by offering parents greater oversight over what their children can stream, resolving a state enforcement action under the Florida Digital Bill of Rights. Roku shares rose 1.3%.DraftKings (DKNG) shares jumped past 8% after the company said Friday it launched its prediction markets exchange DKeX.Lukas Walton, an heir to the Walmart (WMT) fortune, and his wife, Samantha, are buying a minority stake in the National Basketball Association's Chicago Bulls, Bloomberg reported. Walmart shares were up 0.6%.Unilever (UL) is considering a bid for Thorne, a South Carolina-based company that sells dietary supplement pills, valued at up to $4 billion, the Financial Times reported. Unilever shares increased 0.2%.
Roku (ROKU) and Florida Attorney General James Uthmeier said Friday the company agreed to enhance its safety controls by offering parents greater oversight over what their children can stream, resolving a state enforcement action under the Florida Digital Bill of Rights.The agreement includes no finding of wrongdoing and no civil fine, according to the joint statement. Roku will invest about $25 million in engineering resources to implement the changes, which are expected to begin immediately and roll out nationwide within 12 months.Price: $135.48, Change: $+0.75, Percent Change: +0.56%
Roku Reaches Resolution With State of Florida on Child Protection Features
Roku (ROKU) remains worth at least $155 a share on a standalone basis, but its proposed acquisition by Fox (FOX, FOXA) has limited the stock's near-term upside by tying returns to Fox's share performance and the deal process, Wedbush Securities said in a Tuesday note.The firm said its view of Roku's fundamentals remains unchanged following the deal announcement.Wedbush pointed to Roku's "exceptional" Q1 results, including 28% growth in platform revenue, 27% growth in advertising revenue and 30% growth in subscriptions, along with raised 2026 guidance.Wedbush said the transaction's headline value of $160 per share was based on a reference price for Fox shares and that the real-time value had fallen to about $149 as of Monday because of declines in Fox stock.The firm noted that the exchange ratio is fixed, leaving Roku shareholders exposed to movements in Fox shares before closing. Key variables for investors now are Fox's share performance, shareholder approval and regulatory clearance, according to the note.Wedbush downgraded Roku to neutral from outperform and maintained its $155 price target.Price: $138.68, Change: $-2.22, Percent Change: -1.58%
Roku (ROKU) has an average rating of overweight and mean price target of $152.39, according to analysts polled by FactSet.
Roku (ROKU) has an average rating of overweight and mean price target of $152.39, according to analysts polled by FactSet.
Roku (ROKU) has an average rating of overweight and mean price target of $152.39, according to analysts polled by FactSet.
Roku (ROKU) has an average rating of overweight and mean price target of $152.39, according to analysts polled by FactSet.
Roku (ROKU) has an average rating of overweight and mean price target of $152.39, according to analysts polled by FactSet.
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