William Blair Weighs in on Roku, Inc.’s Q2 2025 Earnings (NASDAQ:ROKU)

Roku, Inc. (NASDAQ:ROKU) – Equities research analysts at William Blair issued their Q2 2025 earnings per share estimates for Roku in a research report issued on Thursday, April 25th. William Blair analyst R. Schackart expects that the company will post earnings per share of ($0.39) for the quarter. The consensus estimate for Roku’s current full-year earnings is ($2.12) per share. William Blair also issued estimates for Roku’s Q3 2025 earnings at ($0.26) EPS.

ROKU has been the subject of several other reports. Citigroup reduced their price objective on Roku from $110.00 to $75.00 and set a “neutral” rating for the company in a report on Wednesday, February 21st. Wells Fargo & Company raised their price target on Roku from $45.00 to $52.00 and gave the stock an “underweight” rating in a report on Friday. Wedbush cut their price target on Roku from $80.00 to $75.00 and set an “outperform” rating for the company in a report on Friday. Piper Sandler reaffirmed a “neutral” rating and issued a $65.00 price target (down from $81.00) on shares of Roku in a report on Friday. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $100.00 price target on shares of Roku in a report on Friday. 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. According to MarketBeat.com, Roku has a consensus rating of “Hold” and a consensus target price of $86.05.

Roku Trading Down 10.3 %

Shares of NASDAQ ROKU opened at $56.35 on Monday. The stock has a fifty day simple moving average of $62.80 and a two-hundred day simple moving average of $78.57. Roku has a 1-year low of $51.62 and a 1-year high of $108.84. The firm has a market cap of $8.09 billion, a price-to-earnings ratio of -14.12 and a beta of 1.66.

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

Insider Activity at Roku

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

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of ROKU. FMR LLC increased its holdings in shares of Roku by 85.9% in the third quarter. FMR LLC now owns 9,441,349 shares of the company’s stock worth $666,465,000 after buying an additional 4,363,754 shares during the period. Sumitomo Mitsui Trust Holdings Inc. increased its holdings in shares of Roku by 24.7% in the first quarter. Sumitomo Mitsui Trust Holdings Inc. now owns 7,349,067 shares of the company’s stock worth $478,939,000 after buying an additional 1,457,925 shares during the period. Norges Bank bought a new stake in shares of Roku in the fourth quarter worth about $90,386,000. Lord Abbett & CO. LLC bought a new stake in shares of Roku in the third quarter worth about $55,182,000. Finally, Wellington Management Group LLP grew its stake in shares of Roku by 34.6% in the third quarter. Wellington Management Group LLP now owns 2,543,081 shares of the company’s stock worth $179,516,000 after purchasing an additional 653,940 shares during the last quarter. Hedge funds and other institutional investors own 86.30% of the company’s stock.

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.