William Blair Estimates Roku’s FY2026 Earnings (NASDAQ:ROKU)

Roku, Inc. (NASDAQ:ROKU) – Stock analysts at William Blair increased their FY2026 EPS estimates for Roku in a research note issued to investors on Thursday, July 31st. William Blair analyst R. Schackart now anticipates that the company will post earnings of $1.04 per share for the year, up from their prior estimate of $0.86. The consensus estimate for Roku’s current full-year earnings is ($0.30) per share. William Blair also issued estimates for Roku’s Q4 2026 earnings at $0.49 EPS.

ROKU has been the subject of several other research reports. Guggenheim upped their price target on Roku from $100.00 to $105.00 and gave the company a “buy” rating in a report on Friday. UBS Group upped their target price on Roku from $72.00 to $95.00 and gave the company a “neutral” rating in a research note on Friday. Wells Fargo & Company lifted their price target on shares of Roku from $100.00 to $113.00 and gave the stock an “overweight” rating in a research note on Friday. Pivotal Research boosted their price target on shares of Roku from $100.00 to $120.00 and gave the company a “buy” rating in a report on Friday. Finally, Benchmark reaffirmed a “buy” rating and set a $130.00 price objective on shares of Roku in a report on Friday, May 2nd. One investment analyst has rated the stock with a sell rating, seven have assigned a hold rating, nineteen have issued a buy rating and two have assigned a strong buy rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $99.36.

Roku Stock Performance

NASDAQ ROKU opened at $79.98 on Monday. Roku has a twelve month low of $48.33 and a twelve month high of $104.96. The stock has a market cap of $11.67 billion, a PE ratio of -190.43 and a beta of 2.05. The firm has a 50-day simple moving average of $83.77 and a 200 day simple moving average of $76.98.

Roku (NASDAQ:ROKU) last posted its quarterly earnings results on Thursday, July 31st. The company reported $0.07 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.16) by $0.23. Roku had a negative net margin of 1.40% and a negative return on equity of 2.47%. The company had revenue of $1.11 billion for the quarter, compared to analyst estimates of $1.07 billion. During the same period last year, the business posted ($0.18) EPS. The business’s quarterly revenue was up 14.7% on a year-over-year basis.

Hedge Funds Weigh In On Roku

A number of institutional investors have recently modified their holdings of the stock. Universal Beteiligungs und Servicegesellschaft mbH acquired a new stake in shares of Roku in the first quarter valued at approximately $6,026,000. Jacobs Levy Equity Management Inc. lifted its holdings in Roku by 505.3% during the 4th quarter. Jacobs Levy Equity Management Inc. now owns 1,296,774 shares of the company’s stock worth $96,402,000 after buying an additional 1,082,548 shares in the last quarter. Geode Capital Management LLC boosted its position in Roku by 2.7% in the 4th quarter. Geode Capital Management LLC now owns 2,147,259 shares of the company’s stock valued at $159,353,000 after buying an additional 56,820 shares during the last quarter. Lecap Asset Management Ltd. acquired a new stake in shares of Roku in the 1st quarter valued at $511,000. Finally, J. Goldman & Co LP raised its position in shares of Roku by 973.1% during the fourth quarter. J. Goldman & Co LP now owns 354,326 shares of the company’s stock worth $26,341,000 after acquiring an additional 321,307 shares during the last quarter. 86.30% of the stock is owned by institutional investors.

Insider Buying and Selling at Roku

In related news, CEO Anthony J. Wood sold 25,000 shares of Roku stock in a transaction dated Thursday, July 10th. The stock was sold at an average price of $89.64, for a total value of $2,241,000.00. Following the completion of the transaction, the chief executive officer directly owned 11,953 shares of the company’s stock, valued at $1,071,466.92. The trade was a 67.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Dan Jedda sold 3,000 shares of the company’s stock in a transaction dated Tuesday, July 15th. The stock was sold at an average price of $90.20, for a total transaction of $270,600.00. Following the transaction, the chief financial officer owned 76,132 shares in the company, valued at approximately $6,867,106.40. This trade represents a 3.79% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 308,873 shares of company stock worth $28,076,913. 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.