Roku (NASDAQ:ROKU) Price Target Raised to $130.00 at Guggenheim

Roku (NASDAQ:ROKU) had its target price upped by Guggenheim from $115.00 to $130.00 in a report released on Wednesday morning,Benzinga reports. Guggenheim currently has a buy rating on the stock.

Several other brokerages also recently issued reports on ROKU. Weiss Ratings raised Roku from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Tuesday, February 17th. Stifel Nicolaus set a $160.00 target price on Roku in a research note on Monday, March 2nd. Citigroup reissued a “market outperform” rating on shares of Roku in a research note on Monday, March 2nd. Arete Research set a $132.00 target price on Roku and gave the company a “buy” rating in a research note on Monday, January 5th. Finally, Jefferies Financial Group lifted their target price on Roku from $135.00 to $140.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Twenty-one research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Roku currently has a consensus rating of “Moderate Buy” and an average target price of $128.83.

Roku Stock Up 3.7%

NASDAQ ROKU opened at $118.34 on Wednesday. The stock’s 50-day moving average price is $97.31 and its 200-day moving average price is $100.16. Roku has a 52 week low of $58.55 and a 52 week high of $120.00. The company has a market capitalization of $17.45 billion, a P/E ratio of 207.62 and a beta of 2.00.

Roku (NASDAQ:ROKU) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.53 EPS for the quarter, topping the consensus estimate of $0.28 by $0.25. Roku had a return on equity of 3.40% and a net margin of 1.87%.The firm had revenue of $1.39 billion for the quarter, compared to the consensus estimate of $1.35 billion. During the same quarter last year, the company earned ($0.24) earnings per share. The business’s revenue for the quarter was up 16.1% compared to the same quarter last year. Research analysts anticipate that Roku will post 2.1 EPS for the current year.

Insider Transactions at Roku

In other Roku news, CFO Dan Jedda sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $94.23, for a total transaction of $1,413,450.00. Following the completion of the transaction, the chief financial officer owned 85,115 shares in the company, valued at $8,020,386.45. This trade represents a 14.98% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Gilbert Fuchsberg sold 3,250 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $95.57, for a total value of $310,602.50. Following the transaction, the insider owned 60,456 shares of the company’s stock, valued at $5,777,779.92. This represents a 5.10% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 632,182 shares of company stock worth $67,058,733. 13.98% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Roku

Institutional investors have recently added to or reduced their stakes in the company. Blue Trust Inc. grew its holdings in Roku by 680.0% during the 4th quarter. Blue Trust Inc. now owns 234 shares of the company’s stock valued at $25,000 after buying an additional 204 shares in the last quarter. Aventura Private Wealth LLC purchased a new position in Roku during the 4th quarter valued at approximately $26,000. WPG Advisers LLC purchased a new position in Roku during the 4th quarter valued at approximately $31,000. Safe Harbor Fiduciary LLC purchased a new position in Roku during the 4th quarter valued at approximately $31,000. Finally, Westfuller Advisors LLC purchased a new position in Roku during the 3rd quarter valued at approximately $30,000. Hedge funds and other institutional investors own 86.30% of the company’s stock.

Key Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Guggenheim raised its price target to $130 and kept a Buy rating, citing Roku’s platform crossing 100M active streaming households — a milestone the firm views as an inflection for ad and platform monetization. Guggenheim Raises Roku Price Target to $130
• Positive Sentiment: Parks Associates data shows Roku OS holds a 28% share of connected‑TV usage in US broadband households (largest single share), reinforcing Roku’s distribution advantage for ad impressions and partner reach. Parks Associates: Roku (28%) and Samsung (23%) Dominate Connected TV Platforms
• Positive Sentiment: Peacock will offer an ad‑free tier on Roku Premium subscriptions under a new agreement, a distribution/monetization win that may broaden paid offerings and partner revenue on the platform. Peacock’s Ad-Free Tier Coming To Roku Premium Subscriptions
• Positive Sentiment: Product/engagement moves — Roku launched “Roku City Dash,” an interactive screensaver game, and quietly added free channels; these initiatives target higher engagement and ad impressions per user. Roku Launches New ‘City Dash’ Game (EXCLUSIVE)
• Neutral Sentiment: Retail promotions (discounted Roku TVs and Streambar) are visible — positive for device sales/installed base but mixed near‑term for ASPs and margin. This Roku Smart TV is back on sale at Amazon — save $100 right now
• Neutral Sentiment: Analyst/market context — consensus remains a “Moderate Buy” with an average target near ~$128 and many Buy ratings; heightened investor attention can amplify moves around upcoming results. Tickerreport coverage
• Negative Sentiment: Insider selling: Director Charles Collier sold ~205,807 shares (~$23.7M) under a pre‑arranged 10b5‑1 plan; while pre‑planned, large disposals can spook flow‑sensitive traders. Roku Insider Sells $23,667,805.00 in Stock
• Negative Sentiment: Short‑term profit‑taking: After a multi‑week rally and technical breakout, some reports note a pullback and heavier intraday declines versus the market as traders trim positions ahead of Q1 results. Roku (ROKU) Falls More Steeply Than Broader Market

Roku Company Profile

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.