Seaport Res Ptn Comments on Roku, Inc.’s Q2 2025 Earnings (NASDAQ:ROKU)

Roku, Inc. (NASDAQ:ROKU) – Research analysts at Seaport Res Ptn issued their Q2 2025 EPS estimates for Roku in a note issued to investors on Thursday, April 25th. Seaport Res Ptn analyst D. Joyce anticipates that the company will earn ($0.36) per share for the quarter. The consensus estimate for Roku’s current full-year earnings is ($2.12) per share.

A number of other equities analysts also recently issued reports on the stock. Wedbush decreased their price target on shares of Roku from $80.00 to $75.00 and set an “outperform” rating for the company in a research note on Friday. Needham & Company LLC reaffirmed a “buy” rating and set a $100.00 target price on shares of Roku in a research note on Friday. Oppenheimer downgraded shares of Roku from an “outperform” rating to a “market perform” rating in a research note on Friday, February 16th. Susquehanna raised their target price on shares of Roku from $100.00 to $110.00 and gave the company a “positive” rating in a research note on Friday, February 16th. Finally, Stephens reaffirmed an “overweight” rating and set a $105.00 target price on shares of Roku in a research note on Friday, February 16th. Four equities research analysts have rated the stock with a sell rating, nine have given a hold rating and eight have issued a buy rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $86.05.

Roku Price Performance

ROKU stock opened at $56.35 on Monday. Roku has a 1 year low of $51.62 and a 1 year high of $108.84. The company has a market cap of $8.09 billion, a P/E ratio of -14.12 and a beta of 1.66. The firm has a 50-day moving average of $62.80 and a 200 day moving average of $78.57.

Roku (NASDAQ:ROKU) last released its quarterly earnings results on Thursday, April 25th. The company reported ($0.35) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.64) by $0.29. Roku had a negative net margin of 15.64% and a negative return on equity of 23.73%. The company had revenue of $881.50 million during the quarter, compared to the consensus estimate of $843.54 million. During the same period in the prior year, the firm earned ($1.38) earnings per share. Roku’s revenue was up 19.0% on a year-over-year basis.

Institutional Investors Weigh In On Roku

A number of hedge funds have recently modified their holdings of the business. SG Americas Securities LLC bought a new stake in shares of Roku during the 3rd quarter valued at $1,536,000. Oak Thistle LLC bought a new stake in shares of Roku during the 3rd quarter valued at $297,000. Handelsbanken Fonder AB grew its position in shares of Roku by 8.1% during the 3rd quarter. Handelsbanken Fonder AB now owns 21,300 shares of the company’s stock valued at $1,504,000 after acquiring an additional 1,600 shares during the period. Commonwealth Equity Services LLC grew its position in shares of Roku by 209.1% during the 3rd quarter. Commonwealth Equity Services LLC now owns 105,339 shares of the company’s stock valued at $7,436,000 after acquiring an additional 71,257 shares during the period. Finally, Fjarde AP Fonden Fourth Swedish National Pension Fund grew its position in shares of Roku by 68.0% during the 3rd quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 29,400 shares of the company’s stock valued at $2,075,000 after acquiring an additional 11,900 shares during the period. Institutional investors own 86.30% of the company’s stock.

Insider Buying and Selling

In related news, CEO Anthony J. Wood sold 25,000 shares of the firm’s stock in a transaction that occurred on Monday, February 12th. The shares were sold at an average price of $98.64, for a total value of $2,466,000.00. Following the sale, the chief executive officer now owns 141,221 shares in the company, valued at $13,930,039.44. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. In related news, CEO Anthony J. Wood sold 25,000 shares of the firm’s stock in a transaction that occurred on Monday, February 12th. The shares were sold at an average price of $98.64, for a total value of $2,466,000.00. Following the sale, the chief executive officer now owns 141,221 shares in the company, valued at $13,930,039.44. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Charles Collier sold 12,277 shares of the firm’s stock in a transaction that occurred on Thursday, February 22nd. The stock was sold at an average price of $65.06, for a total transaction of $798,741.62. Following the completion of the sale, the insider now owns 4,292 shares in the company, valued at approximately $279,237.52. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 54,545 shares of company stock worth $4,364,035. 13.63% of the stock is owned by insiders.

Roku Company Profile

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.