Seaport Res Ptn Forecasts Roku’s Q4 Earnings (NASDAQ:ROKU)

Roku, Inc. (NASDAQ:ROKU) – Research analysts at Seaport Res Ptn boosted their Q4 2025 earnings per share estimates for Roku in a report issued on Tuesday, October 7th. Seaport Res Ptn analyst D. Joyce now anticipates that the company will post earnings per share of $0.33 for the quarter, up from their prior estimate of $0.32. The consensus estimate for Roku’s current full-year earnings is ($0.30) per share.

Roku (NASDAQ:ROKU) last issued its quarterly earnings data 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. The firm had revenue of $1.11 billion during the quarter, compared to the consensus estimate of $1.07 billion. Roku had a negative net margin of 1.40% and a negative return on equity of 2.44%. The business’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same period last year, the business posted ($0.18) earnings per share. Roku has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS.

Several other equities research analysts also recently issued reports on ROKU. Rosenblatt Securities raised their price objective on shares of Roku from $75.00 to $101.00 and gave the stock a “neutral” rating in a research report on Friday, August 1st. JPMorgan Chase & Co. raised their price objective on shares of Roku from $100.00 to $105.00 and gave the stock an “overweight” rating in a research report on Friday, August 1st. Bank of America raised their price objective on shares of Roku from $100.00 to $110.00 and gave the stock a “buy” rating in a research report on Thursday, July 3rd. Needham & Company LLC restated a “buy” rating and set a $110.00 price objective on shares of Roku in a research report on Wednesday, October 1st. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Roku in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Roku presently has an average rating of “Moderate Buy” and a consensus price target of $101.33.

Roku Stock Down 2.8%

Shares of ROKU stock opened at $97.14 on Thursday. The firm has a 50 day moving average price of $94.66 and a two-hundred day moving average price of $81.65. The company has a market capitalization of $14.31 billion, a PE ratio of -231.29, a price-to-earnings-growth ratio of 13.99 and a beta of 2.13. Roku has a 12-month low of $52.43 and a 12-month high of $107.25.

Institutional Investors Weigh In On Roku

Several institutional investors and hedge funds have recently added to or reduced their stakes in ROKU. Garde Capital Inc. bought a new stake in Roku during the first quarter worth $25,000. Banque Transatlantique SA bought a new stake in Roku during the first quarter worth $28,000. Beaird Harris Wealth Management LLC bought a new stake in Roku during the first quarter worth $30,000. Golden State Wealth Management LLC lifted its stake in Roku by 125.4% during the first quarter. Golden State Wealth Management LLC now owns 444 shares of the company’s stock worth $31,000 after purchasing an additional 247 shares during the last quarter. Finally, First PREMIER Bank bought a new stake in Roku during the first quarter worth $35,000. 86.30% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, insider Mustafa Ozgen sold 50,527 shares of the business’s stock in a transaction that occurred on Tuesday, September 9th. The stock was sold at an average price of $100.00, for a total value of $5,052,700.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Anthony J. Wood sold 25,000 shares of the company’s stock in a transaction on Thursday, September 18th. The stock was sold at an average price of $100.00, for a total value of $2,500,000.00. The disclosure for this sale can be found here. Insiders sold a total of 518,890 shares of company stock valued at $50,737,151 in the last quarter. Company insiders own 13.98% 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.