ROKU

ROKU, INC

Nasdaq · Cable & Other Pay Television Services · Inc. DE · CIK 0001428439
$143.66 +20.08% $21.2B
Insider Selling Cluster (8 insiders)34 New Institutional Positions16 Institutional Exits
Vol
Market Cap$21.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders50 funds
Inst. Value$7.5B
Inst. Activity34 buys / 16 sells
Insider Activity0B / 10S
Insider Net $-$7.5M
SEC Reports20
Exchange Nasdaq·Sector Cable & Other Pay Television Services·Inc. DE·CIK 0001428439·Prev Close $119.64

Recent Activity

Jun 13, 2026 SEC
Insider trading cluster at Roku shows multiple executives selling shares, but total open-market sales of approximately $
CLUSTER — Impact 2/10
Jun 13, 2026 SEC
A cluster of insider selling at Roku over the past week includes CEO Anthony Wood selling $3.25M in open-market shares (
CLUSTER — Impact 3/10
Jun 13, 2026 SEC
A cluster of insider sales at Roku over the past week totals approximately $5.4M in open-market transactions, led by CEO
CLUSTER — Impact 2/10
Jun 12, 2026 Insider
Wood Anthony J. acquired 25,000 shares
CEO and Chairman BOD
Jun 12, 2026 Insider
Wood Anthony J. sold 25,000 shares
CEO and Chairman BOD @ $130.00 ($3.3M)
Jun 12, 2026 Insider
Wood Anthony J. disposed of 25,000 shares
CEO and Chairman BOD
Inst.
ARK Investment Management LLC — TRIM
3,820,405 shares ($361.5M)
Inst.
SCHRODER INVESTMENT MANAGEMENT GROUP — NEW
2,308,014 shares ($218.4M)

Price Targets

$147.89 +2.9% upside Hold
Current $143.66 Low $95.00 Median $150.00 High $185.00 27 analysts
$95.00 $185.00

Analyst Ratings

Strong Buy87% buy · 38 analysts
12Strong Buy
21Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Jun 9, 2026 Guggenheim MAINTAIN Buy → Buy
Jun 4, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 28, 2026 Citizens REITERATE Market Outperform → Market Outperform
May 11, 2026 Baird MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.56 $0.36 — $0.63 705% YoY 9
Next Q $0.54 ▼ -0.7% $0.46 — $0.78 239% YoY 9
Current FY $2.45 ▲ +2.9% $2.37 — $2.67 305% YoY 8
Next FY $3.56 ▲ +5.5% $2.69 — $4.40 46% YoY 8

Top Institutional Holders

FundValueMove
FMR LLC$1.6B
BlackRock, Inc.$702.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$611.1M
VANGUARD CAPITAL MANAGEMENT LLC$556.0M
ARK Investment Management LLC$361.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 12, 2026Wood AnthonyC$0.00
Jun 12, 2026Wood AnthonySELL$3.3M
Jun 12, 2026Wood AnthonyC$0.00
Jun 12, 2026Ozgen MustafaSELL$1.5M
Jun 11, 2026LUNA GINAA$0.00
50 institutional holders with $7.5B total value (79,443,621 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC17,011,060$1.6B21.4%
2BlackRock, Inc.7,426,295$702.7M9.3%
3VANGUARD PORTFOLIO MANAGEMENT LLC6,458,259$611.1M8.1%
4VANGUARD CAPITAL MANAGEMENT LLC5,876,046$556.0M7.4%
5ARK Investment Management LLC3,820,405$361.5M4.8%TRIM -35.0%
6SCHRODER INVESTMENT MANAGEMENT GROUP2,308,014$218.4M2.9%NEW
7STATE STREET CORP2,262,711$214.1M2.8%
8SUSQUEHANNA INTERNATIONAL GROUP, LLP2,074,300$196.3M2.6%
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,038,347$192.9M2.6%DOUBLED +229.5%
10Sumitomo Mitsui Trust Group, Inc.1,874,369$177.4M2.4%TRIM -36.9%
11MORGAN STANLEY1,730,796$163.8M2.2%ADD +39.0%
12FRED ALGER MANAGEMENT, LLC1,591,123$150.6M2.0%
13RENAISSANCE TECHNOLOGIES LLC1,565,100$148.1M2.0%
14CITADEL ADVISORS LLC1,280,965$121.2M1.6%
15TWO SIGMA INVESTMENTS, LP1,188,031$112.4M1.5%
16Assenagon Asset Management S.A.1,162,051$110.0M1.5%
17BANK OF AMERICA CORP /DE/1,082,755$102.5M1.4%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP1,077,500$102.0M1.4%
19MARSHALL WACE, LLP998,619$94.5M1.3%ADD +88.4%
20TREMBLANT CAPITAL GROUP961,220$91.0M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ARK Investment Management LLCTRIM5,881,7383,820,405-35.0%$361.5M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPNEW2,308,014$218.4M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED618,5752,038,347+229.5%$192.9M2026-Q1
Sumitomo Mitsui Trust Group, Inc.TRIM2,969,2521,874,369-36.9%$177.4M2026-Q1
MORGAN STANLEYADD1,245,3021,730,796+39.0%$163.8M2026-Q1
MARSHALL WACE, LLPADD530,016998,619+88.4%$94.5M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED58,758834,619+1320.4%$79.0M2026-Q1
AmundiDOUBLED276,657747,891+170.3%$70.8M2026-Q1
Woodline Partners LPADD461,941624,059+35.1%$59.0M2026-Q1
FEDERATED HERMES, INC.DOUBLED148,791436,377+193.3%$41.3M2026-Q1
Rockefeller Capital Management L.P.ADD286,721367,552+28.2%$34.8M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD265,431347,225+30.8%$32.9M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD243,047329,672+35.6%$31.2M2026-Q1
GLENMEDE TRUST CO NADOUBLED75,508245,468+225.1%$23.2M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEAR_EXIT1,617,036228,587-85.9%$21.6M2026-Q1
PANAGORA ASSET MANAGEMENT INCDOUBLED61,127198,625+224.9%$18.8M2026-Q1
M&G PlcNEW127,026$12.1M2026-Q1
Freestone Grove Partners LPNEW106,034$10.0M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTADD56,411103,408+83.3%$9.8M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED33,25996,370+189.8%$9.1M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD73,11296,204+31.6%$9.1M2026-Q1
Vestmark Advisory Solutions, Inc.TRIM135,84890,115-33.7%$8.5M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM128,18582,150-35.9%$7.8M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD61,91581,560+31.7%$7.7M2026-Q1
BANK OF MONTREAL /CAN/DOUBLED5,63580,175+1322.8%$7.6M2026-Q1
14 unique insiders with 50 transactions. Net insider value: -$7.5M ($0.00 bought, $7.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 12, 2026Wood Anthony J.CEO and Chairman BODCONVERT25,000
Jun 12, 2026Wood Anthony J.CEO and Chairman BODSELL25,000$130.00$3.3M
Jun 12, 2026Wood Anthony J.CEO and Chairman BODCONVERT25,000
Jun 12, 2026Ozgen MustafaPres, Devices, Prod, and TechSELL10,194$144.00$1.5M
Jun 11, 2026LUNA GINADirectorAWARD1,745
Jun 11, 2026LUNA GINADirectorAWARD1,027
Jun 11, 2026LUNA GINADirectorEXERCISE1,847
Jun 11, 2026Blackburn Jeffrey MDirectorAWARD1,745
Jun 11, 2026Blackburn Jeffrey MDirectorAWARD1,027
Jun 11, 2026Blackburn Jeffrey MDirectorEXERCISE1,847
Jun 11, 2026Fyfield MaiDirectorAWARD1,745
Jun 11, 2026Fyfield MaiDirectorAWARD1,027
Jun 11, 2026Fyfield MaiDirectorSELL832$119.64$99.5K
Jun 11, 2026Fyfield MaiDirectorEXERCISE1,847
Jun 11, 2026HODRICK LAURIE SIMONDirectorAWARD1,745
Jun 11, 2026HODRICK LAURIE SIMONDirectorAWARD1,027
Jun 11, 2026HODRICK LAURIE SIMONDirectorEXERCISE1,847
Jun 11, 2026HUNT NEIL DDirectorAWARD1,745
Jun 11, 2026HUNT NEIL DDirectorAWARD1,027
Jun 11, 2026Rothrock Ray A.DirectorAWARD1,745
Jun 11, 2026HUNT NEIL DDirectorEXERCISE1,847
Jun 11, 2026Rothrock Ray A.DirectorAWARD1,027
Jun 11, 2026Rothrock Ray A.DirectorEXERCISE1,847
Jun 11, 2026Hastings JeffDirectorAWARD1,745
Jun 11, 2026Hastings JeffDirectorAWARD1,027
Jun 11, 2026Hastings JeffDirectorEXERCISE1,847
Jun 10, 2026Wood Anthony J.CEO and Chairman BODCONVERT18,000
Jun 10, 2026Wood Anthony J.CEO and Chairman BODSELL4,868$117.01$569.6K
Jun 10, 2026Wood Anthony J.CEO and Chairman BODCONVERT18,000
Jun 4, 2026Collier CharlesPresident, Roku MediaSELL900$123.13$110.8K
Jun 4, 2026Collier CharlesPresident, Roku MediaEXERCISE10,269$49.59$509.2K
Jun 2, 2026Collier CharlesPresident, Roku MediaSELL7,067$127.26$899.3K
Jun 2, 2026Fuchsberg GilbertPresident, SubscriptionsSELL4,376$127.26$556.9K
Jun 2, 2026Handman Christopher T.SVP & General CounselSELL2,999$127.26$381.7K
Jun 2, 2026Banks Matthew C.VP, CAOSELL546$127.26$69.5K
Jun 1, 2026Collier CharlesPresident, Roku MediaTAX W/H14,773$129.03$1.9M
Jun 1, 2026Collier CharlesPresident, Roku MediaEXERCISE29,340
Jun 1, 2026Fuchsberg GilbertPresident, SubscriptionsEXERCISE2,623
Jun 1, 2026Fuchsberg GilbertPresident, SubscriptionsTAX W/H5,710$129.03$736.8K
Jun 1, 2026Fuchsberg GilbertPresident, SubscriptionsEXERCISE10,322
Jun 1, 2026HUNT NEIL DDirectorCONVERT2,000
Jun 1, 2026HUNT NEIL DDirectorEXERCISE4,000
Jun 1, 2026HUNT NEIL DDirectorEXERCISE4,000
Jun 1, 2026HUNT NEIL DDirectorSELL398$127.72$50.8K
Jun 1, 2026HUNT NEIL DDirectorCONVERT2,000
Jun 1, 2026Jedda DanCFO & COOEXERCISE17,726
Jun 1, 2026Jedda DanCFO & COOTAX W/H10,284$129.03$1.3M
Jun 1, 2026Jedda DanCFO & COOEXERCISE26,132
Jun 1, 2026Wood Anthony J.CEO and Chairman BODEXERCISE8,278
Jun 1, 2026Wood Anthony J.CEO and Chairman BODTAX W/H8,241$129.03$1.1M
20 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 19 neutral. Avg impact: 2.8/10.
NEUTRAL CLUSTER 2/10
Insider trading cluster at Roku shows multiple executives selling shares, but total open-market sale
Jun 13, 2026
NEUTRAL CLUSTER 3/10
A cluster of insider selling at Roku over the past week includes CEO Anthony Wood selling $3.25M in
Jun 13, 2026
NEUTRAL CLUSTER 2/10
A cluster of insider sales at Roku over the past week totals approximately $5.4M in open-market tran
Jun 13, 2026
NEUTRAL CLUSTER 3/10
CEO Anthony Wood sold $3.8M in open-market shares over a 7-day window, including $3.25M on June 12,
Jun 13, 2026
NEUTRAL CLUSTER 2/10
CEO Anthony Wood and President Mustafa Ozgen sold a combined $4.72M in open-market ROKU shares on Ju
Jun 13, 2026
NEUTRAL CLUSTER 2/10
Two ROKU insiders (CEO Anthony Wood and President Charles Collier) sold a combined $680K in shares o
Jun 11, 2026
NEUTRAL CLUSTER 2/10
Five Roku insiders, including the President of Subscriptions and SVP & General Counsel, sold a total
Jun 8, 2026
NEUTRAL CLUSTER 3/10
Five ROKU insiders, including the Presidents of Roku Media and Subscriptions, the General Counsel, a
Jun 3, 2026
NEUTRAL CLUSTER 3/10
Four ROKU insiders, including the President of Subscriptions and SVP & General Counsel, sold a total
Jun 3, 2026
NEUTRAL CLUSTER 2/10
Two ROKU insiders (SVP & General Counsel and VP/CAO) sold a combined $451K in open-market sales on J
Jun 3, 2026
NEUTRAL 144 2/10
Director Neil D. Hunt filed a Form 144 notice of intent to sell 2,000 ROKU shares (~$258K at the fil
Jun 1, 2026
NEUTRAL CLUSTER 2/10
CEO Anthony Wood sold $4.44M of stock and CFO Dan Jedda sold $858K — a five-day insider cluster tota
May 18, 2026
NEUTRAL CLUSTER 3/10
CEO Anthony Wood sold $4.44M of Roku stock on May 11, 2026, following a strong Q1 earnings report (r
May 13, 2026
NEUTRAL CLUSTER 3/10
Two ROKU insiders (President of Subscriptions and President of Roku Media) sold a total of ~$1.52M i
May 5, 2026
NEUTRAL DEFA14A 2/10
Roku, Inc. has filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. The
Apr 24, 2026
BEARISH CLUSTER 6/10
Roku insiders sold $22.53M in stock over a 7-day period, led by President Charles Collier who sold 2
Apr 16, 2026
NEUTRAL 8-K 3/10
Roku disclosed a forthcoming change in its financial reporting segments, splitting the current Platf
Apr 13, 2026
NEUTRAL 144 2/10
Neil Hunt, a director at Roku, filed a Form 144 to sell up to 2,000 shares, valued at approximately
Apr 1, 2026
NEUTRAL CLUSTER 4/10
Multiple Roku executives, including the CEO, President of Media, and other C-suite leaders, engaged
Mar 6, 2026
NEUTRAL CLUSTER 4/10
A cluster of insider transactions at Roku occurred over the past week, led by open-market sales from
Mar 5, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (87% buy). Based on 38 analysts: 12 strong buy, 21 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$147.89 mean target +2.9% upside Hold (1.48)
$95.00 Low $185.00 High
MetricValue
Current Price$143.66
Target Low$95.00
Target Mean$147.89
Target Median$150.00
Target High$185.00
# Analysts27
RecommendationHold (1.48)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.56 $0.36 $0.63 704.8% -0.1% 7↑ 0↓ $1.3B 16.8% 9
Next Q
2026-09-30
$0.54 $0.46 $0.78 238.9% -0.7% 4↑ 4↓ $1.4B 15.7% 9
Current FY
2026-12-31
$2.45 $2.37 $2.67 304.7% +2.9% 8↑ 0↓ $5.6B 17.3% 8
Next FY
2027-12-31
$3.56 $2.69 $4.40 45.6% +5.5% 5↑ 1↓ $6.3B 12.5% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.563
7d ago$0.563
30d ago$0.564-0.000
60d ago$0.399+0.164
90d ago$0.399+0.164
19 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jun 9, 2026 Guggenheim MAINTAIN Buy Buy
Jun 4, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 28, 2026 Citizens REITERATE Market Outperform Market Outperform
May 11, 2026 Baird MAINTAIN Outperform Outperform
May 4, 2026 Citigroup MAINTAIN Neutral Neutral
May 1, 2026 Wedbush MAINTAIN Outperform Outperform
May 1, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 1, 2026 Guggenheim MAINTAIN Buy Buy
May 1, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 1, 2026 Citizens MAINTAIN Market Outperform Market Outperform
May 1, 2026 Keybanc MAINTAIN Overweight Overweight
May 1, 2026 Benchmark MAINTAIN Buy Buy
May 1, 2026 Susquehanna MAINTAIN Positive Positive
May 1, 2026 Rosenblatt MAINTAIN Buy Buy
May 1, 2026 Needham MAINTAIN Buy Buy
Apr 24, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 22, 2026 Guggenheim MAINTAIN Buy Buy
Apr 17, 2026 Baird MAINTAIN Outperform Outperform
Apr 13, 2026 Jefferies MAINTAIN Buy Buy
Apr 6, 2026 Baird MAINTAIN Outperform Outperform
Feb 16, 2026 Pivotal Research MAINTAIN Buy Buy
Feb 13, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 13, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 13, 2026 Wedbush MAINTAIN Outperform Outperform
Feb 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 13, 2026 Piper Sandler REITERATE Overweight Overweight
Feb 13, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 13, 2026 Rosenblatt UPGRADE Neutral Buy
Feb 13, 2026 Needham REITERATE Buy Buy
Feb 6, 2026 Oppenheimer UPGRADE Perform Outperform
Feb 3, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 12, 2026 B of A Securities MAINTAIN Buy Buy
Jan 8, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Jan 5, 2026 Arete Research UPGRADE Neutral Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026122150087%
May 1, 2026122150087%
Apr 1, 2026122150087%
Mar 1, 2026122060084%
Feb 1, 2026101990076%
Jan 1, 20261018100074%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
short_volume
Short Volume: ROKU — 61.1% short (4.0M / 6.5M)
Short: 3,998,315 | Exempt: 31,791 | TRF Vol: 6,546,715 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: ROKU — 60.9% short (0.6M / 1.0M)
Short: 630,748 | Exempt: 25 | TRF Vol: 1,036,397 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: ROKU — 62.3% short (0.5M / 0.9M)
Short: 543,289 | Exempt: 518 | TRF Vol: 872,744 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: ROKU — 57.3% short (0.7M / 1.3M)
Short: 724,073 | Exempt: 2,227 | TRF Vol: 1,263,666 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: ROKU — 61.4% short (0.8M / 1.4M)
Short: 838,800 | Exempt: 2,262 | TRF Vol: 1,365,607 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: ROKU — 63.2% short (0.5M / 0.7M)
Short: 456,456 | Exempt: 2,247 | TRF Vol: 722,436 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ROKU — 2.5M shares, 64,485 trades
Week starting 2026-05-18. Total ATS volume: 2,542,254 shares across 64,485 trades.
May 15, 2026
short_volume
Short Volume: ROKU — 58.0% short (0.5M / 0.8M)
Short: 452,436 | Exempt: 1,558 | TRF Vol: 779,669 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ROKU — 56.2% short (0.4M / 0.7M)
Short: 395,284 | Exempt: 1,180 | TRF Vol: 703,089 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ROKU — 62.8% short (0.5M / 0.8M)
Short: 478,980 | Exempt: 1,484 | TRF Vol: 762,418 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: ROKU — 3.1M shares, 68,760 trades
Week starting 2026-05-11. Total ATS volume: 3,146,036 shares across 68,760 trades.
May 5, 2026
short_volume
Short Volume: ROKU — 59.9% short (0.7M / 1.2M)
Short: 708,972 | Exempt: 4,079 | TRF Vol: 1,184,040 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: ROKU — 3.6M shares, 77,337 trades
Week starting 2026-05-04. Total ATS volume: 3,579,099 shares across 77,337 trades.
May 4, 2026
short_volume
Short Volume: ROKU — 58.5% short (1.0M / 1.7M)
Short: 1,003,034 | Exempt: 10,893 | TRF Vol: 1,715,105 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
ROKU Q1 2026 Earnings After Market Close — 2026-04-30