FY2026 Earnings Forecast for Roku Issued By William Blair

Roku, Inc. (NASDAQ:ROKU) – Stock analysts at William Blair issued their FY2026 earnings estimates for shares of Roku in a report issued on Wednesday, October 30th. William Blair analyst R. Schackart anticipates that the company will post earnings per share of ($0.23) for the year. The consensus estimate for Roku’s current full-year earnings is ($1.41) per share.

Several other brokerages have also recently weighed in on ROKU. Wells Fargo & Company boosted their price objective on Roku from $72.00 to $74.00 and gave the stock an “equal weight” rating in a report on Thursday. Piper Sandler increased their price target on Roku from $60.00 to $75.00 and gave the company a “neutral” rating in a research note on Thursday. Jefferies Financial Group decreased their price objective on Roku from $60.00 to $55.00 and set an “underperform” rating for the company in a research note on Friday. Rosenblatt Securities increased their target price on Roku from $61.00 to $86.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, Loop Capital boosted their target price on Roku from $65.00 to $70.00 and gave the stock a “hold” rating in a research report on Thursday. Two equities research analysts have rated the stock with a sell rating, nine have given a hold rating and twelve have issued a buy rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $83.95.

Roku Price Performance

ROKU opened at $65.70 on Friday. The company’s 50 day simple moving average is $73.29 and its 200-day simple moving average is $63.66. Roku has a one year low of $48.33 and a one year high of $108.84. The stock has a market capitalization of $9.51 billion, a P/E ratio of -54.75 and a beta of 2.08.

Roku (NASDAQ:ROKU) last issued its quarterly earnings data on Wednesday, October 30th. The company reported ($0.06) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.35) by $0.29. Roku had a negative return on equity of 7.30% and a negative net margin of 4.42%. The firm had revenue of $1.06 billion during the quarter, compared to the consensus estimate of $1.02 billion. During the same quarter in the previous year, the company posted ($2.33) EPS. The business’s revenue for the quarter was up 16.5% compared to the same quarter last year.

Institutional Investors Weigh In On Roku

Several large investors have recently modified their holdings of ROKU. Swedbank AB acquired a new position in shares of Roku in the 1st quarter valued at about $1,180,000. SG Americas Securities LLC grew its position in shares of Roku by 238.6% during the 2nd quarter. SG Americas Securities LLC now owns 73,528 shares of the company’s stock worth $4,407,000 after buying an additional 51,815 shares during the period. Kessler Investment Group LLC increased its stake in shares of Roku by 21.8% in the 3rd quarter. Kessler Investment Group LLC now owns 75,968 shares of the company’s stock valued at $5,672,000 after acquiring an additional 13,590 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Roku by 23.3% during the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 62,822 shares of the company’s stock valued at $4,094,000 after acquiring an additional 11,851 shares during the period. Finally, Vanguard Group Inc. boosted its stake in Roku by 0.8% during the first quarter. Vanguard Group Inc. now owns 11,946,605 shares of the company’s stock worth $778,560,000 after acquiring an additional 92,658 shares in the last quarter. 86.30% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CFO Dan Jedda sold 1,000 shares of the firm’s stock in a transaction on Tuesday, October 15th. The shares were sold at an average price of $76.25, for a total transaction of $76,250.00. Following the completion of the transaction, the chief financial officer now owns 53,267 shares of the company’s stock, valued at approximately $4,061,608.75. This trade represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. In related news, insider Charles Collier sold 15,454 shares of the company’s stock in a transaction that occurred on Thursday, September 12th. The stock was sold at an average price of $75.00, for a total value of $1,159,050.00. Following the sale, the insider now directly owns 200 shares in the company, valued at $15,000. This represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Dan Jedda sold 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 15th. The stock was sold at an average price of $76.25, for a total transaction of $76,250.00. Following the transaction, the chief financial officer now owns 53,267 shares of the company’s stock, valued at approximately $4,061,608.75. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 69,566 shares of company stock valued at $5,254,000 in the last ninety days. 13.98% of the stock is currently owned by insiders.

About Roku

Roku, Inc, together with its subsidiaries, operates a TV streaming platform in the United states and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others. The Platform segment offers digital advertising, including direct and programmatic video advertising, media and entertainment promotional spending, and related services; and streaming services distribution, such as subscription and transaction revenue shares, and sale of premium subscriptions and branded app buttons on remote controls.