54 stories mentioning ROKUUpdated 3d ago
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Gilbert Fuchsberg, President of Subscriptions, on May 01, 2026, sold 9,593 shares in Roku (ROKU) for $1,204,113. Following the Form 4 filing with the SEC, Fuchsberg has control over a total of 50,863 Class A common shares of the company, with 50,863 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000193726326000004/xslF345X05/form4.xml
Charles Collier, President of Roku Media, on May 04, 2026, sold 20,538 shares in Roku (ROKU) for $2,551,451. Following the Form 4 filing with the SEC, Collier has control over a total of 7,700 Class A common shares of the company, with 7,700 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000195166526000012/xslF345X05/form4.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target by $30 to $150 using a higher equity risk premium commensurate with our growth outlook and a forward TEV/EBITDA of 30.0x our 2026 EBITDA estimate of $700M that we expect to grow to $860M in 2027, or 23% Y/Y growth. We do not look back to three-year and five-year TEV/EBITDA history as ROKU's business was less mature, unprofitable, and multiples were significantly higher than our benchmark. ROKU's shares have a high beta of 2.00 relative to the equity market, which makes its share price potentially twice as volatile as the market. We raise our 2026 EPS by $0.90 to $2.45 and 2027's by $0.55 to $3.35 on projected revenue of $5.7B and $6.5B. We like that ROKU has no debt outstanding and $2.38B of cash and cash equivalents. ROKU has over $1B of deferred tax asset benefits that will keep its cash taxes low for many years. ROKU sees free cash flow continuing to be strong. Management sees a path to over $1B in 2028 from $483.6B in 2025, which gives us confidence in ROKU's business model for growth.
Roku's (ROKU) Q1 results and guidance reflect the upside to its platform growth strategy, even as the uncertain macro backdrop tightens advertiser budgets, Wedbush Securities said in a note Friday.The company's accelerating monetization of its ad and subscription platform, improving profitability, and favorable tax position place it on Wedbush's best ideas list, the brokerage added.Given Roku's expense discipline, the brokerage said it expects the company to achieve its $1 billion free cash flow guidance well before its 2028 target.Roku's net operating losses will act as a tax shield, allowing pre-tax income to efficiently convert into distributable cash, the firm noted. A clean balance sheet and improving liquidity suggest ongoing share buybacks are likely, according to the note.Wedbush added that Roku is best-positioned within the Connected TV ecosystem, even amid macro headwinds, as it can meet advertisers across the demand curve.Wedbush maintained an outperform rating on Roku and raised the price target to $155 from $140.Price: $122.02, Change: $+5.46, Percent Change: +4.68%
Roku (ROKU) has an average rating of buy and mean price target of $141.48, according to analysts polled by FactSet.Price: $121.27, Change: $+4.71, Percent Change: +4.04%
Roku (ROKU) has an average rating of buy and mean price target of $141.48, according to analysts polled by FactSet.Price: $120.64, Change: $+4.08, Percent Change: +3.50%
Roku (ROKU) has an average rating of buy and mean price target of $141.48, according to analysts polled by FactSet.Price: $118.95, Change: $+2.39, Percent Change: +2.05%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ROKU reported Q1 2026 EPS of $0.57, beating consensus of $0.35. Total revenue was $1.25B, up 22% Y/Y, driven by robust Platform segment growth of 28% Y/Y to $1.13B (91% of total revenue). We think ROKU's strategic focus on enhancing the Roku Experience and content discovery positions the company well, as evidenced by The Roku Channel becoming the #2 most engaged app on the platform and ROKU maintaining its #1 streaming platform position in the U.S., Canada, and Mexico. Management raised 2026 guidance with total revenue expected at $5.535B and Platform revenue growth of ~21% Y/Y to $5.0B, with Platform gross margins at the high end of the 51%-52% range. We believe ROKU is well-positioned for sustained growth, supported by strong advertising momentum with 27% Y/Y growth to $612.7M and exceptional subscription revenue growth of 30% Y/Y to $518.5M. The company maintains a strong balance sheet with $1.6B in cash, zero debt, and reaffirmed its long-term target of achieving $1B in free cash flow by 2028.
Roku (ROKU) said Tuesday that NBCUniversal's Peacock Premium Plus service is now available through its Premium Subscription offerings in the US.Roku customers can now directly subscribe to Peacock Premium Plus via their Roku account and access content from NBCUniversal via The Roku Channel, the company said.Roku customers can get Peacock Premium Plus on the channel in the US for $16.99 per month or $169.99 a year, according to the company.Price: $111.88, Change: $-2.50, Percent Change: -2.19%
Roku (ROKU) is poised to exceed its 2026 guidance for high-teens revenue growth, increasing earnings before interest, taxes, depreciation and amortization margin, and rising free cash flow, leading to $1 billion in FCF by 2028, Wedbush said in a note MondayRoku's accelerating monetization with an underappreciated runway, improving profitability, and a favorable tax position places it on Wedbush's best ideas list, the brokerage added.Roku is scheduled to release its Q1 financial results after the stock market closes on Thursday.Wedbush said it expects Roku's Q1 revenue to be $1.205 billion, compared with consensus of $1.204 billion and guidance of $1.2 billion. The brokerage modeled Platform revenue growth of 22% year-over-year to about $1.08 billion, ad revenue to grow 19% to $577 million, subscription revenue to rise 25% to $499 million, and Devices revenue to decline 7% to $130 million.2026 revenue guidance of $5.5 billion and adjusted EBITDA of $635 million has upside potential from a strong political cycle this year, the brokerage said.Wedbush believes Roku is best positioned among streamers, even as ad budgets get tighter amid global conflicts and rising gas prices, as it can meet advertisers across the demand curve.Wedbush maintained an outperform rating on Roku with a price target of $140.Price: $113.37, Change: $-1.86, Percent Change: -1.61%
Charles Collier, President, Roku Media, on April 17, 2026, sold 205,807 shares in Roku (ROKU) for $23,667,805. Following the Form 4 filing with the SEC, Collier has control over a total of 8,300 Class A common shares shares of the company, with 7,700 shares held directly and 600 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000195166526000010/xslF345X05/form4.xml
Anthony J. Wood, 10% Owner, Director, Chief Executive Officer and Board Chairman, on April 16, 2026, sold 25,000 shares in Roku (ROKU) for $2,754,750. Following the Form 4 filing with the SEC, Wood has control over a total of 594,981 Class A common shares of the company, with 14,228 shares held directly and 580,753 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000171683726000014/xslF345X05/form4.xml
Anthony J. Wood, 10% Owner, Director, Chief Executive Officer and Board Chairman, on April 10, 2026, sold 50,000 shares in Roku (ROKU) for $5,043,845. Following the Form 4 filing with the SEC, Wood has control over a total of 594,981 Class A common shares of the company, with 14,228 shares held directly and 580,753 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000171683726000012/xslF345X05/form4.xml
Charles Collier, President of Roku Media, on April 08, 2026, sold 205,821 shares in Roku (ROKU) for $21,611,205. Following the Form 4 filing with the SEC, Collier has control over a total of 11,731 Class A common shares of the company, with 11,131 shares held directly and 600 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1428439/000195166526000006/xslF345X05/form4.xml
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