ROKU

ROKU, INC

Nasdaq · Cable & Other Pay Television Services · Inc. DE · CIK 0001428439
$123.57 +1.07% $18.2B
Insider Selling Cluster (5 insiders)3 New Institutional Positions
Vol
Market Cap$18.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders10 funds
Inst. Value$3.7B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 13S
Insider Net $-$32.6M
SEC Reports15
Exchange Nasdaq·Sector Cable & Other Pay Television Services·Inc. DE·CIK 0001428439·Prev Close $122.26

Recent Activity

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
Jun 8, 2026 SEC
Five Roku insiders, including the President of Subscriptions and SVP & General Counsel, sold a total of $1.17M in open-m
CLUSTER — Impact 2/10
Jun 4, 2026 Insider
Collier Charles sold 10,269 shares
President, Roku Media @ $0.00 ($0.00)
Jun 4, 2026 Insider
Collier Charles sold 900 shares
President, Roku Media @ $123.13 ($110.8K)
Jun 4, 2026 Insider
Collier Charles sold 10,269 shares
President, Roku Media @ $49.59 ($509.2K)
Jun 3, 2026 SEC
Five ROKU insiders, including the Presidents of Roku Media and Subscriptions, the General Counsel, a director, and the V
CLUSTER — Impact 3/10
Jun 3, 2026 SEC
Four ROKU insiders, including the President of Subscriptions and SVP & General Counsel, sold a total of ~$1.06M in open-
CLUSTER — Impact 3/10
Inst.
FMR LLC — TRIM
13,679,650 shares ($1.5B)

Price Targets

$146.96 +21.5% upside Strong Buy
Current $120.91 Low $95.00 Median $150.00 High $170.00 27 analysts
$95.00 $170.00

Analyst Ratings

Strong Buy87% buy · 38 analysts
12Strong Buy
21Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

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$1.5BTRIM
VANGUARD GROUP INC$1.4B
TWO SIGMA INVESTMENTS, LP$202.0MDOUBLED
RENAISSANCE TECHNOLOGIES LLC$138.3MTRIM
MORGAN STANLEY$135.1MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Collier CharlesM$0.00
Jun 4, 2026Collier CharlesSELL$110.8K
Jun 4, 2026Collier CharlesM$509.2K
Jun 2, 2026Collier CharlesSELL$899.3K
Jun 2, 2026Fuchsberg GilbertSELL$556.9K
10 institutional holders with $3.7B total value (34,540,641 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, TWO. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC13,679,650$1.5B40.3%TRIM -29.1%
2VANGUARD GROUP INC12,987,786$1.4B38.2%
3TWO SIGMA INVESTMENTS, LP1,862,357$202.0M5.5%DOUBLED +528.5%
4RENAISSANCE TECHNOLOGIES LLC1,274,900$138.3M3.8%TRIM -33.4%
5MORGAN STANLEY1,245,302$135.1M3.7%ADD +27.7%
6BANK OF AMERICA CORP /DE/1,025,862$111.3M3.0%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC903,138$98.0M2.7%NEW
8NORGES BANK855,449$92.8M2.5%NEW
9WELLS FARGO & COMPANY/MN123,217$13.4M0.4%ADD +34.2%
10Duquesne Family Office LLC582,980$63.2K0.0%TRIM -29.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM19,297,94013,679,650-29.1%$1.5B2025-Q4
MORGAN STANLEYADD975,3451,245,302+27.7%$135.1M2025-Q4
NORGES BANKNEW855,449$92.8M2025-Q4
WELLS FARGO & COMPANY/MNADD91,837123,217+34.2%$13.4M2025-Q4
Duquesne Family Office LLCTRIM822,435582,980-29.1%$63.2K2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED347,5532,184,204+528.5%$218.7M2025-Q3
UBS Group AGADD1,378,5731,841,461+33.6%$184.4M2025-Q3
Duquesne Family Office LLCTRIM1,100,500822,435-25.3%$82.3K2025-Q3
NORGES BANKEXIT139,5530-100.0%$0.002025-Q3
UBS Group AGTRIM1,997,5141,378,573-31.0%$121.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM1,565,4001,043,200-33.4%$91.7M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM730,150347,553-52.4%$30.5M2025-Q2
NORGES BANKNEW139,553$12.3M2025-Q2
WELLS FARGO & COMPANY/MNADD59,00082,455+39.8%$7.2M2025-Q2
Duquesne Family Office LLCDOUBLED493,6001,100,500+123.0%$96.7K2025-Q2
CITADEL ADVISORS LLCTRIM4,299,7472,280,814-47.0%$160.7M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM1,210,879730,150-39.7%$51.4M2025-Q1
WELLS FARGO & COMPANY/MNTRIM216,89559,000-72.8%$4.2M2025-Q1
Duquesne Family Office LLCNEW493,600$34.8K2025-Q1
NORGES BANKEXIT58,5220-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCADD939,8001,296,900+38.0%$96.4M2024-Q4
NORGES BANKNEAR_EXIT1,058,00258,522-94.5%$4.4M2024-Q4
MORGAN STANLEYADD1,065,4201,362,826+27.9%$101.7M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW955,969$71.4M2024-Q3
8 unique insiders with 13 transactions. Net insider value: -$32.6M ($0.00 bought, $32.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Collier CharlesPresident, Roku MediaM10,269$0.00$0.00
Jun 4, 2026Collier CharlesPresident, Roku MediaSELL900$123.13$110.8K
Jun 4, 2026Collier CharlesPresident, Roku MediaM10,269$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 MediaM29,340$0.00$0.00
Jun 1, 2026Collier CharlesPresident, Roku MediaF14,773$129.03$1.9M
Jun 1, 2026Collier CharlesPresident, Roku MediaM29,340$0.00$0.00
Jun 1, 2026Fuchsberg GilbertPresident, SubscriptionsM2,623$0.00$0.00
Jun 1, 2026Fuchsberg GilbertPresident, SubscriptionsF5,710$129.03$736.8K
Jun 1, 2026Fuchsberg GilbertPresident, SubscriptionsM10,322$0.00$0.00
Jun 1, 2026HUNT NEIL DDirectorC2,000$0.00$0.00
Jun 1, 2026HUNT NEIL DDirectorM4,000$0.00$0.00
Jun 1, 2026HUNT NEIL DDirectorM4,000$0.00$0.00
Jun 1, 2026HUNT NEIL DDirectorSELL398$127.72$50.8K
Jun 1, 2026HUNT NEIL DDirectorC2,000$0.00$0.00
Jun 1, 2026Jedda DanCFO & COOM17,726$0.00$0.00
Jun 1, 2026Jedda DanCFO & COOF10,284$129.03$1.3M
Jun 1, 2026Jedda DanCFO & COOM26,132$0.00$0.00
Jun 1, 2026Wood Anthony J.CEO and Chairman BODM8,278$0.00$0.00
Jun 1, 2026Wood Anthony J.CEO and Chairman BODF8,241$129.03$1.1M
Jun 1, 2026Wood Anthony J.CEO and Chairman BODM20,940$0.00$0.00
Jun 1, 2026Ozgen MustafaPres, Devices, Prod, and TechM4,910$0.00$0.00
Jun 1, 2026Ozgen MustafaPres, Devices, Prod, and TechF6,357$129.03$820.2K
Jun 1, 2026Ozgen MustafaPres, Devices, Prod, and TechM16,150$0.00$0.00
Jun 1, 2026Banks Matthew C.VP, CAOM1,249$0.00$0.00
Jun 1, 2026Banks Matthew C.VP, CAOF2,018$129.03$260.4K
Jun 1, 2026Banks Matthew C.VP, CAOM4,067$0.00$0.00
Jun 1, 2026Handman Christopher T.SVP & General CounselF5,900$129.03$761.3K
Jun 1, 2026Handman Christopher T.SVP & General CounselM11,898$0.00$0.00
Jun 1, 2026Handman Christopher T.SVP & General CounselM11,898$0.00$0.00
May 15, 2026Jedda DanCFO & COOSELL7,000$122.56$857.9K
May 11, 2026Wood Anthony J.CEO and Chairman BODC75,000$0.00$0.00
May 11, 2026Wood Anthony J.CEO and Chairman BODSELL34,660$128.17$4.4M
May 11, 2026Wood Anthony J.CEO and Chairman BODC75,000$0.00$0.00
May 4, 2026Collier CharlesPresident, Roku MediaM10,269$0.00$0.00
May 4, 2026Collier CharlesPresident, Roku MediaSELL2,521$123.18$310.5K
May 4, 2026Collier CharlesPresident, Roku MediaM10,269$49.59$509.2K
May 1, 2026Banks Matthew C.VP, CAOSELL725$125.52$91.0K
May 1, 2026HUNT NEIL DDirectorC2,000$0.00$0.00
May 1, 2026HUNT NEIL DDirectorM4,000$0.00$0.00
May 1, 2026HUNT NEIL DDirectorM4,000$0.00$0.00
May 1, 2026HUNT NEIL DDirectorSELL46$116.99$5.4K
May 1, 2026HUNT NEIL DDirectorC2,000$0.00$0.00
May 1, 2026Fuchsberg GilbertPresident, SubscriptionsSELL9,593$125.52$1.2M
Apr 17, 2026Collier CharlesPresident, Roku MediaM177,138$49.59$8.8M
Apr 17, 2026Collier CharlesPresident, Roku MediaSELL205,807$115.00$23.7M
Apr 17, 2026Collier CharlesPresident, Roku MediaM177,138$0.00$0.00
15 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 13 neutral. Avg impact: 3.1/10.
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
MIXED INST-CLUSTER 6/10
Three institutional investors increased or initiated positions in Roku during 2025-Q4, including a n
Feb 28, 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

$146.96 mean target +21.5% upside Strong Buy (1.48)
$95.00 Low $170.00 High
MetricValue
Current Price$120.91
Target Low$95.00
Target Mean$146.96
Target Median$150.00
Target High$170.00
# Analysts27
RecommendationStrong Buy (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↓ $6.2B 12.4% 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
20 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
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
Dec 12, 2025 JP Morgan MAINTAIN Overweight Overweight

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 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
Apr 27, 2026
dark_pool
Dark Pool: ROKU — 5.4M shares, 105,901 trades
Week starting 2026-04-27. Total ATS volume: 5,394,188 shares across 105,901 trades.
Apr 20, 2026
dark_pool
Dark Pool: ROKU — 3.5M shares, 75,038 trades
Week starting 2026-04-20. Total ATS volume: 3,540,398 shares across 75,038 trades.
Apr 13, 2026
dark_pool
Dark Pool: ROKU — 3.7M shares, 81,485 trades
Week starting 2026-04-13. Total ATS volume: 3,736,581 shares across 81,485 trades.