Research Analysts Offer Predictions for Roku FY2025 Earnings

Roku, Inc. (NASDAQ:ROKU) – Analysts at William Blair upped their FY2025 earnings per share (EPS) estimates for shares of Roku in a research report issued to clients and investors on Thursday, October 30th. William Blair analyst R. Schackart now expects that the company will post earnings per share of $0.33 for the year, up from their previous forecast of $0.23. The consensus estimate for Roku’s current full-year earnings is ($0.30) per share. William Blair also issued estimates for Roku’s Q3 2026 earnings at $0.40 EPS, Q4 2026 earnings at $0.48 EPS and FY2026 earnings at $1.17 EPS.

Several other brokerages also recently commented on ROKU. Piper Sandler lifted their target price on Roku from $65.00 to $84.00 and gave the stock a “neutral” rating in a report on Thursday, July 10th. Rosenblatt Securities lifted their target price on Roku from $101.00 to $106.00 and gave the stock a “neutral” rating in a report on Friday. Wells Fargo & Company lifted their target price on Roku from $113.00 to $116.00 and gave the stock an “overweight” rating in a report on Friday. Guggenheim lifted their target price on Roku from $100.00 to $105.00 and gave the stock a “buy” rating in a report on Friday, August 1st. Finally, UBS Group set a $85.00 target price on Roku in a report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $106.36.

Roku Trading Up 6.1%

Shares of ROKU opened at $106.13 on Monday. The company has a market capitalization of $15.64 billion, a PE ratio of -530.62, a PEG ratio of 9.21 and a beta of 2.18. Roku has a 12 month low of $52.43 and a 12 month high of $116.66. The stock’s 50-day moving average price is $98.02 and its two-hundred day moving average price is $85.68.

Roku (NASDAQ:ROKU) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.16 earnings per share for the quarter, beating the consensus estimate of $0.07 by $0.09. Roku had a negative return on equity of 1.09% and a negative net margin of 0.61%.The company had revenue of $1.21 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter last year, the business posted ($0.06) EPS. Roku’s revenue for the quarter was up 14.0% on a year-over-year basis. Roku has set its Q4 2025 guidance at EPS.

Insider Transactions at Roku

In related news, insider Charles Collier sold 112,961 shares of the business’s stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $105.00, for a total value of $11,860,905.00. Following the completion of the sale, the insider directly owned 200 shares of the company’s stock, valued at $21,000. The trade was a 99.82% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Anthony J. Wood sold 25,000 shares of the business’s stock in a transaction dated Tuesday, September 9th. The shares were sold at an average price of $100.00, for a total value of $2,500,000.00. Following the completion of the sale, the chief executive officer directly owned 45,712 shares of the company’s stock, valued at $4,571,200. The trade was a 35.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 349,971 shares of company stock valued at $34,855,055. Corporate insiders own 13.98% of the company’s stock.

Institutional Trading of Roku

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Westfuller Advisors LLC bought a new stake in Roku in the 3rd quarter valued at about $30,000. Root Financial Partners LLC bought a new stake in Roku in the 3rd quarter valued at about $33,000. Beaird Harris Wealth Management LLC bought a new stake in Roku in the 1st quarter valued at about $30,000. Banque Transatlantique SA bought a new stake in Roku in the 1st quarter valued at about $28,000. Finally, Rakuten Securities Inc. increased its position in Roku by 55.6% in the 2nd quarter. Rakuten Securities Inc. now owns 442 shares of the company’s stock valued at $39,000 after buying an additional 158 shares in the last quarter. 86.30% of the stock is owned by institutional investors.

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.