Roku, Inc.
ROKU
NASDAQ·Communication Services·Entertainment·Mkt cap $23.4B
$156.93
▼ -0.47%
P/E
66.22
Mkt Cap
$23.4B
52-Wk Range
$78.53–$159.89
52-Week Range
$78.53 - $159.89
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 64.5% over the trailing year
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.
- High premium - requires strong execution
Growth
Stable outlook
Continued cord-cutting and shift from traditional TV to streaming platforms globally
Value
High premium - requires strong execution
Momentum
Hot
+21.1% over 3m
Quality
Strong
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying ROKU right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 5, 2026
Reported EPS of $1.08 vs $0.61 consensus (+78.5% surprise). Revenue of $1.4B vs $1.3B expected (+4.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+78.5%
Revenue trend · last 8Q
—
+22%
+16%
+15%
+14%
+16%
+22%
+22%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.1B
$1.2B
$1.0B
$1.1B
$1.2B
$1.4B
$1.2B
$1.4B
Margins · last 8Q
Gross
49.7%
Operating
10.8%
Profit
12.1%
Wall Street consensus
19 analysts · 53% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
53%
Hold
47%
Sell
0%
Median Price Target
—
Latest: Guggenheim · Aug 7, 2026
vs Industry
How ROKU stacks vs Entertainment
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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