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ROKU

Roku, Inc.

ROKU

NASDAQ·Communication Services·Entertainment·Mkt cap $20.8B

$142.43

+1.37%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$78.53 - $148.88

P/E

107.09

Fwd P/E

108.90

Beta

2.03

Div Yield

0.00%

Avg Vol

4.2M

Shares Out

147.7M

Mkt Cap

$20.8B

Price action

Price chart

Up 62.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Large installed base of 60.1 million active accounts providing network effects and scale
  • Diversified revenue streams from advertising, subscriptions, and hardware sales reducing dependency on single source
  • Open platform ecosystem attracting content creators and advertisers without exclusive content requirements
  • Strong brand recognition and market position in affordable streaming devices and Roku TV licensing

Bear Case

2 risks

  • High volatility (beta 2.0). Larger-than-normal price swings expected.
  • Extreme premium - high expectations embedded

Growth

Stable outlook

Continued cord-cutting and shift from traditional TV to streaming platforms globally

Value

Extreme premium - high expectations embedded

Momentum

Hot

+43.9% over 3m

Quality

Strong

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 23, 2026

Q2 26 RECAP

APR 30, 2026

Reported EPS of $0.57 vs $0.34 consensus (+67.7% surprise). Revenue of $1.2B vs $1.2B expected (+3.7%). Beat on both top and bottom lines.

EPS beat +67.7%
Rev beat +3.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+67.7%

Next: Apr 23, 2026

Revenue trend · last 8Q

+22%

+16%

+15%

+14%

+16%

+22%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$968.2M

$1.1B

$1.2B

$1.0B

$1.1B

$1.2B

$1.4B

$1.2B

Margins · last 8Q

Gross

45.2%

Operating

4.1%

Profit

6.9%

Wall Street consensus

21 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

14

67%

Hold

7

33%

Sell

0%

Median Price Target

$149.00

+4.6% vs $142.43

Low $130.00
Median $149.00
High $170.00

Latest: Piper Sandler · Jun 16, 2026

10 analysts covering

vs Industry

How ROKU stacks vs Entertainment

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.