Roku (NASDAQ:ROKU) CEO Sells $4,539,500.00 in Stock

Roku, Inc. (NASDAQ:ROKU) CEO Anthony Wood sold 50,000 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $90.79, for a total value of $4,539,500.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Roku Trading Up 8.6%

Shares of ROKU stock opened at $90.06 on Friday. The firm has a market capitalization of $13.31 billion, a price-to-earnings ratio of 158.00 and a beta of 1.99. The business’s 50-day moving average price is $103.95 and its 200-day moving average price is $98.92. Roku, Inc. has a 12 month low of $52.43 and a 12 month high of $116.66.

Roku (NASDAQ:ROKU) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.28 by $0.25. Roku had a net margin of 1.87% and a return on equity of 3.42%. The business had revenue of $1.39 billion during the quarter, compared to analyst estimates of $1.35 billion. During the same quarter last year, the business earned ($0.24) EPS. The firm’s quarterly revenue was up 16.1% on a year-over-year basis. On average, sell-side analysts predict that Roku, Inc. will post -0.3 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts recently weighed in on ROKU shares. Oppenheimer increased their price objective on Roku from $105.00 to $120.00 and gave the company an “outperform” rating in a report on Friday. Wells Fargo & Company raised their price target on shares of Roku from $116.00 to $137.00 and gave the stock an “overweight” rating in a report on Friday. KeyCorp upped their price objective on shares of Roku from $128.00 to $130.00 and gave the company an “overweight” rating in a research note on Friday. Evercore reissued a “positive” rating on shares of Roku in a research note on Friday, October 31st. Finally, Zacks Research raised shares of Roku from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Roku has a consensus rating of “Moderate Buy” and an average target price of $123.85.

Key Stories Impacting Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Q4 top‑ and bottom‑line beat: Roku reported $0.53 EPS vs. $0.28 expected and revenue of ~$1.39B (up 16% y/y), signaling improving operating leverage and a move back to profitability for the quarter. Roku stock surges on earnings beat, record quarter for premium subscriptions
• Positive Sentiment: Raised FY revenue outlook above Street: Roku guided 2026 revenue (~$5.5B) above consensus and flagged an advertising rebound — a key driver for platform revenue growth and valuation re‑rating. Roku forecasts annual revenue above estimates, shares rise
• Positive Sentiment: Platform monetization initiatives: Management plans premium subscription bundles, wider rollouts of its $3 “Howdy” service, and more premium partnerships (HBO Max cited), which should boost ARPU and higher‑margin revenue mix. Roku to launch streaming bundles
• Positive Sentiment: Analyst upgrades and price‑target increases: Multiple firms upgraded/reaffirmed buy/overweight ratings and raised targets (Wells Fargo, Rosenblatt, Needham), supporting positive sentiment and potential upside. Analyst actions on Roku
• Neutral Sentiment: Company investor materials and call posted — the webcast and earnings letter supply details needed to model ad recovery cadence and bundle economics; useful but not a market mover by itself. Roku Releases Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Insider selling: CEO Anthony Wood disclosed a sale of 50,000 shares (~$4.54M), which can create short‑term selling pressure or cautious investor reaction. SEC Form 4 – CEO Sale
• Negative Sentiment: Profitability and valuation noise remain: despite the quarter, Roku still reports a small negative net margin and negative ROE on the year; some models expect negative FY EPS — keeping investors focused on whether ad recovery and bundles materially lift margins. MarketBeat Roku Summary

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Blue Trust Inc. boosted its holdings in Roku by 680.0% in the fourth quarter. Blue Trust Inc. now owns 234 shares of the company’s stock worth $25,000 after acquiring an additional 204 shares in the last quarter. Aventura Private Wealth LLC acquired a new position in shares of Roku during the fourth quarter worth approximately $26,000. WPG Advisers LLC acquired a new position in shares of Roku during the fourth quarter worth approximately $31,000. Westfuller Advisors LLC bought a new position in shares of Roku in the 3rd quarter worth $30,000. Finally, Root Financial Partners LLC acquired a new stake in Roku in the 3rd quarter valued at $33,000. 86.30% of the stock is owned by institutional investors and hedge funds.

About Roku

Roku, Inc (NASDAQ: ROKU) is a technology company that develops and operates a proprietary streaming platform designed to deliver entertainment content to consumers via internet-connected devices and smart televisions. Since its inception in 2002 in California, Roku has focused on simplifying access to streaming services for viewers worldwide. The company’s platform enables users to discover, access and manage a wide array of over-the-top content from major streaming services, free ad-supported channels and niche providers.

At the core of Roku’s product lineup are a range of streaming players and sticks, which connect to televisions via HDMI and deliver the Roku OS experience.