What is Seaport Res Ptn’s Forecast for Roku FY2025 Earnings?

Roku, Inc. (NASDAQ:ROKU) – Stock analysts at Seaport Res Ptn boosted their FY2025 EPS estimates for shares of Roku in a research report issued to clients and investors on Friday, October 31st. Seaport Res Ptn analyst D. Joyce now expects that the company will post earnings of $0.30 per share for the year, up from their previous forecast of $0.29. The consensus estimate for Roku’s current full-year earnings is ($0.30) per share. Seaport Res Ptn also issued estimates for Roku’s Q3 2026 earnings at $0.34 EPS.

Several other equities research analysts have also recently weighed in on the stock. UBS Group set a $85.00 price target on shares of Roku in a research report on Friday. Wells Fargo & Company upped their price target on shares of Roku from $113.00 to $116.00 and gave the stock an “overweight” rating in a research report on Friday. Benchmark reaffirmed a “buy” rating on shares of Roku in a research report on Monday, October 27th. Wedbush reaffirmed an “outperform” rating and issued a $110.00 price target on shares of Roku in a research report on Monday, October 27th. Finally, Susquehanna reaffirmed a “positive” rating and issued a $130.00 price target on shares of Roku in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $106.36.

Roku Stock Performance

Shares of ROKU opened at $106.13 on Monday. The company has a 50 day moving average price of $98.02 and a 200-day moving average price of $85.68. Roku has a fifty-two week low of $52.43 and a fifty-two week high of $116.66. The stock 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 (NASDAQ:ROKU) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.07 by $0.09. The company had revenue of $1.21 billion during the quarter, compared to analysts’ expectations of $1.21 billion. Roku had a negative net margin of 0.61% and a negative return on equity of 1.09%. The firm’s quarterly revenue was up 14.0% on a year-over-year basis. During the same period in the previous year, the company earned ($0.06) EPS. Roku has set its Q4 2025 guidance at EPS.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of ROKU. Tableaux LLC acquired a new position in Roku during the 2nd quarter valued at approximately $1,746,000. Acadian Asset Management LLC increased its stake in Roku by 456.7% during the 1st quarter. Acadian Asset Management LLC now owns 1,905,779 shares of the company’s stock valued at $134,222,000 after purchasing an additional 1,563,449 shares in the last quarter. Duquesne Family Office LLC increased its stake in Roku by 123.0% during the 2nd quarter. Duquesne Family Office LLC now owns 1,100,500 shares of the company’s stock valued at $96,723,000 after purchasing an additional 606,900 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in Roku by 38,431.7% during the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 489,353 shares of the company’s stock valued at $34,470,000 after purchasing an additional 488,083 shares in the last quarter. Finally, AQR Capital Management LLC increased its stake in Roku by 491.5% during the 1st quarter. AQR Capital Management LLC now owns 562,027 shares of the company’s stock valued at $38,943,000 after purchasing an additional 467,005 shares in the last quarter. Institutional investors and hedge funds 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 business’s stock in a transaction that occurred on Tuesday, September 9th. The shares were sold at an average price of $100.00, for a total transaction of $2,500,000.00. Following the completion of the transaction, the chief executive officer owned 45,712 shares in the company, valued at $4,571,200. The trade was a 35.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 transaction of $5,052,700.00. The SEC filing for this sale provides additional information. Insiders sold a total of 349,971 shares of company stock worth $34,855,055 in the last 90 days. 13.98% of the stock is owned by corporate 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.