Roku Inc. (ROKU)
NASDAQ:ROKU
Want to see ROKU full AI Analyst Report?
ROKU Stock Chart & Stats
$116.19
$3.66(4.69%)
At close: 4:00 PM EST
$116.19
$3.66(4.69%)
Day’s Range― - ―
52-Week Range$73.65 - $133.46
Previous CloseN/A
Volume2.17M
Average Volume (3M)2.48M
Market Cap
$18.03B
Enterprise Value$17.99B
Total Cash (Recent Filing)$2.38B
Total Debt (Recent Filing)$412.70M
Price to Earnings (P/E)91.9
Beta2.32
Next Earnings
Jul 30, 2026EPS Estimate
0.59Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.36
Shares Outstanding131,029,530
10 Day Avg. Volume1,830,618
30 Day Avg. Volume2,479,511
Financial Highlights & Ratios
PEG Ratio-1.08
Price to Book (P/B)6.01
Price to Sales (P/S)3.37
P/FCF Ratio33.37
Enterprise Value/Market Cap1.00
Enterprise Value/Revenue3.62
Enterprise Value/Gross Profit8.20
Enterprise Value/Ebitda50.49
Forecast
1Y Price Target
$151.21Price Target Upside30.14% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering21
EPS Forecast (FY)2.45
Revenue Forecast (FY)$5.55B
Bulls Say, Bears Say
Bulls Say
Strong Free Cash FlowSustained high free cash flow and close alignment with reported earnings indicate durable cash generation and high earnings quality. Strong FCF funds reinvestment in platform products, M&A, and buffer for device losses, improving financial flexibility and reducing refinancing or capital-raising needs over time.
Large Platform Scale & GrowthRapid platform revenue growth and a 100M household scale create a durable competitive moat by expanding ad inventory, network effects, and distribution leverage. Large audience reach boosts partner appeal, supports pricing and monetization, and underpins long-term revenue and ad demand resilience.
Advertising Margin Expansion & Demand MixHigher ad gross margins and rising non-media advertiser share indicate structurally improved monetization and diversification of ad demand. Better mix and product adoption (home screen ads, programmatic tools) support sustainable margin expansion and reduce reliance on cyclical media ad spend.
Bears Say
Device Revenue & Margin PressureOngoing device unit ASP declines and negative device margins create a persistent drag on consolidated profitability. If hardware economics don't improve, devices will continue to consume cash or offset platform margin gains, limiting overall margin sustainability despite platform strength.
Subscription Gross Margin CompressionA shift toward premium subscription activities that grow revenue but carry lower unit economics reduces per-dollar profitability. If subscription mix remains skewed to lower-margin offerings, it will constrain consolidated gross margin expansion and require larger ad or scale gains to offset.
Memory Price Volatility RisksIndustry memory-price volatility increases BOM uncertainty for Roku devices and can compress device margins beyond current assumptions. Persistent elevated component costs would force tighter margins or higher prices, both of which could hurt unit demand and prolong device losses, pressuring consolidated results.
Roku News
ROKU FAQ
What was Roku Inc.’s price range in the past 12 months?
Roku Inc. lowest stock price was $73.65 and its highest was $133.46 in the past 12 months.
What is Roku Inc.’s market cap?
Roku Inc.’s market cap is $18.03B.
When is Roku Inc.’s upcoming earnings report date?
Roku Inc.’s upcoming earnings report date is Jul 30, 2026 which is in 55 days.
How were Roku Inc.’s earnings last quarter?
Roku Inc. released its earnings results on Apr 30, 2026. The company reported $0.57 earnings per share for the quarter, beating the consensus estimate of $0.33 by $0.24.
Is Roku Inc. overvalued?
According to Wall Street analysts Roku Inc.’s price is currently Undervalued.
Does Roku Inc. pay dividends?
Roku Inc. does not currently pay dividends.
What is Roku Inc.’s EPS estimate?
Roku Inc.’s EPS estimate is 0.59.
How many shares outstanding does Roku Inc. have?
Roku Inc. has 131,029,530 shares outstanding.
What happened to Roku Inc.’s price movement after its last earnings report?
Roku Inc. reported an EPS of $0.57 in its last earnings report, beating expectations of $0.33. Following the earnings report the stock price went up 6.023%.
Which hedge fund is a major shareholder of Roku Inc.?
Currently, no hedge funds are holding shares in ROKU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Roku Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$151.21 (30.14% Upside)
$151.21 (30.14% Upside)
Blogger Sentiment
Bullish
ROKU Sentiment 70%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Decreased
By 1.7M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Neutral
Last 7 Days ▼ 0.7%
Last 30 Days ▲ 0.4%
Last 30 Days ▲ 0.4%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
67.46%
12-Months-Change
Fundamentals
Return on Equity
7.64%
Trailing 12-Months
Asset Growth
4.13%
Trailing 12-Months
Company Description
Roku Inc.
Roku, Inc., together with its subsidiaries, operates a TV streaming platform. The company operates in two segments, Platform and Player. Its platform allows users to discover and access various movies and TV episodes, as well as live TV, news sports, shows, and others. As of December 31, 2021, the company had 60.1 million active accounts. It also provides digital and video advertising, content distribution, subscription, and billing services, as well as other commerce transactions, and brand sponsorship and promotions; and manufactures, sells, and licenses smart TVs under the Roku TV name. In addition, the company offers streaming players, and audio products and accessories under the Roku brand name; and sells branded channel buttons on remote controls of streaming devices. It provides its products and services through retailers and distributors, as well as directly to customers through its website in the United States, Canada, the United Kingdom, France, Mexico, Brazil, Chile, Peru, North and South Americas, and Europe. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.
ROKU Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
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 revenue Breakdown
85.92% Platform
14.08% Devices
ROKU Stock 12 Month Forecast
Average Price Target
$151.21
▲(30.14% Upside)
Technical Analysis
Ownership Overview
0.69% Insiders
23.50% Mutual Funds
19.97% Other Institutional Investors
38.93% Public Companies and Individual Investors