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Roku (ROKU) Stock Price & Analysis
ROKU Stock Chart & Stats
- Day’s Range
- $158.82 - $162.27
- 52-Week Range
- $78.53 - $163.57
- Previous Close
- $160.37
- Volume
- N/A
- Average Volume (3M)
- 2.70M
- Market Cap
- $23.91B
- Enterprise Value
- $20.92B
- Total Cash (Recent Filing)
- $2.72B
- Total Debt (Recent Filing)
- $400.48M
- Price to Earnings (P/E)
- 46.4
- Beta
- 2.14
- Next Earnings
- Feb 18, 2027 (Est.)
- EPS Estimate
- 0.83
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Platform Growth And Engagement
Rapid platform revenue growth alongside higher streaming hours indicates expanding monetization of Roku’s installed audience. Greater engagement can support advertising, content distribution, and platform-service revenue over the coming quarters, strengthening the higher-value software and services mix.
Strong Cash Generation
Roku is currently converting operations into substantial cash, with free cash flow closely aligned with net income at approximately 0.99 times. This provides internal funding for platform investment and improves resilience without relying as heavily on external capital.
Profitability And Balance-sheet Recovery
The return to positive net and operating margins, combined with low leverage, shows a materially stronger financial foundation than in prior loss-making years. Improved profitability and balance-sheet flexibility can support sustained investment while reducing financial strain during uneven operating periods.
Bears Say
Earnings And Cash-flow Volatility
Although recent results are strong, the company’s history of pronounced earnings and cash-flow swings makes current profitability less proven as a durable baseline. This variability can complicate planning, reduce confidence in recurring cash generation, and constrain consistent capital allocation.
Modest Reported Revenue Growth
The broader TTM revenue trend remains relatively modest despite stronger recent platform performance. If overall growth does not accelerate, Roku may have less operating leverage and fewer opportunities to expand its monetization base, making margin durability more dependent on cost control.
Fox Merger Regulatory Complexity
The DOJ’s Second Request adds regulatory uncertainty to the proposed Fox transaction and extends the review process beyond the initial waiting period. Delayed or more demanding approval could postpone expected strategic benefits and increase execution complexity before the combination closes.
Roku News
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Roku Stock Smart Score
Company Description
Roku
Roku, Inc., alongside its affiliated companies, operates a significant platform for television streaming. The enterprise is segmented into two primary areas: Platform and Player. Through its platform, users can effortlessly explore and access a vast selection of content, including films, television series, live broadcasts, news updates, sports events, and other forms of entertainment. As of December 31, 2021, Roku had garnered 60.1 million active user accounts. Beyond its core streaming service, Roku generates revenue from diverse offerings such as digital and video advertisements, content distribution, and the management of subscriptions and billing. The company also facilitates various e-commerce transactions and provides opportunities for brand sponsorship and promotions. Roku further diversifies its business by manufacturing, marketing, and licensing smart televisions under the "Roku TV" brand. Additionally, it offers a line of Roku-branded hardware, which includes streaming devices, audio equipment, and related accessories. A specific revenue stream comes from selling dedicated channel buttons that are integrated into the remote controls of its streaming gadgets. Roku distributes its comprehensive range of products and services through multiple channels: traditional retail outlets, specialized distributors, and directly to consumers via its official website. Its operational footprint extends across the United States, Canada, the United Kingdom, France, Mexico, Brazil, Chile, Peru, and broadly throughout both North and South America, as well as Europe. Roku, Inc. was founded in 2002 and is headquartered in San Jose, California.
- Sector
- Communicationservices
- Industry
- Entertainment
- CEO
- Anthony J. Wood
- Employees
- 3,600
- Website
- www.roku.com
- Address
- 1155 Coleman Avenue, San Jose, CA, 95110, US
Roku (ROKU) Earnings & Revenues
ROKU Earnings Call
Earnings Call SentimentPositive
The call conveyed a predominantly positive operational and financial trajectory: strong platform, advertising, and subscription revenue growth; meaningful margin expansion in advertising; record-like free cash flow; broad DSP and AI-driven product momentum; and a major scale milestone of 100M streaming households. Offsetting risks include device revenue and margin pressure from falling ASPs and rising memory costs, subscription gross margin mix effects, and second-half visibility risks tied to political ad spending and tougher comparables. On balance, the positive growth, margin improvement in the core platform business, and strong cash generation outweigh the device and mix headwinds.
View all ROKU earnings summariesROKU Net sales Breakdown
- 85.92% Platform
- 14.08% Devices
ROKU Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 5 | 2 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 12 | 0 | 0 |
