How Roku’s First Profitable Year and Platform Momentum Could Impact Roku (ROKU) Investors
Roku reported its first full year of profitability in 2025, driven by strong platform revenue, video advertising, and subscription growth, with full-year revenue reaching US$4.7 billion and net income of US$88.36 million. The company aims for continued double-digit platform revenue growth and expanding margins in 2026, leveraging AI-driven ad tools and premium subscription bundles. While the results solidify Roku's investment narrative focused on ad-fueled platform scaling, investors should consider the reliance on ad spending and intensifying competition from rival ecosystems.
Roku (ROKU) Profit Swing To US$0.54 Q4 EPS Tests Long Term Bearish Narratives
Roku (ROKU) reported strong Q4 2025 earnings with a profit of US$0.54 EPS, marking a significant swing from previous losses and challenging long-term bearish narratives. The company achieved US$1.4 billion in Q4 revenue and US$4.7 billion in trailing twelve-month revenue, with a net income of US$88.4 million. While bulls point to this profitability as a foundation for future growth, bears remain cautious due to mixed valuation signals and reliance on digital ad revenue.
Roku Continues Growing Into the Platform for Streaming TV, and It’s Now Reaping the Profits
Roku's strategy to provide the most-used streaming operating system in the US by maintaining low device prices and driving profits from user monetization is proving successful. Despite initial skepticism, user monetization on its platform is making up for device losses, and Roku is positioned to retain users even if they switch connected TV devices. This article, published on February 13, 2026, highlights the company's strong results and positive outlook.
Roku Q4 2025 Results: Revenue and Profit Surpass Analyst Expectations - News and Statistics
Roku reported strong fourth-quarter 2025 results, exceeding analyst expectations with revenue of $1.39 billion and a GAAP profit of $0.53 per share. The company provided optimistic guidance for Q1 2026 and the full financial year, attributing its success to platform monetization, operational discipline, and AI investments. Roku plans to expand internationally and aims to reach over 100 million streaming households and $1 billion in free cash flow by 2028.
Roku Q4 2025 Earnings: Revenue Up 16.1%, Strong 2026 Outlook - News and Statistics
Roku reported strong financial results for Q4 2025, with revenue of $1.39 billion, a 16.1% increase year-over-year, and GAAP earnings per share of $0.53, both exceeding analyst expectations. The company also provided optimistic guidance for Q1 2026 and the full 2026 financial year, projecting revenue and adjusted EBITDA above current analyst estimates. Over the last three years, Roku has maintained a robust compounded annual revenue growth rate of 14.9%, outperforming the average for consumer internet companies.
Roku Faces Lawsuit And Phishing Threat As Valuation Draws Attention
Roku is currently facing a class-action lawsuit concerning alleged defects in its branded televisions and has issued a warning about a sophisticated phishing scam targeting its device owners. These issues of product reliability and user security, combined with recent stock declines (20.4% over 30 days and 18.6% YTD), are occurring as the stock trades around $88.52, significantly below analyst targets and estimated fair value. The company's response to these challenges will be crucial for maintaining customer trust and long-term brand perception.
Roku director Hunt sells $193k in shares
Roku director Neil D. Hunt sold 2,000 shares of Class A Common Stock for approximately $193k on February 2, 2026, executed via a 10b5-1 trading plan. Despite the sales, which occurred at prices higher than Roku's current trading level, Hunt also acquired and exercised options for additional shares. The company is set to report earnings soon, with analysts maintaining positive ratings and price targets.
Roku Faces a Class Action Lawsuit over Its Roku TVs
Roku is facing a potential class action lawsuit due to widespread reports of screen malfunctions in its Roku TVs, including those made with TCL Electronics. Consumers report black or white screens, often within two years of purchase, with limited warranty coverage and manufacturer support. The lawsuit highlights concerns about product reliability, warranty limitations, and Roku's updated Terms of Service, which now include an arbitration clause limiting legal action.
Roku’s Expanding FAST and Commerce Partnerships Could Be A Game Changer For Roku (ROKU)
Roku is experiencing rapid growth in engagement and reach, with The Roku Channel gaining a 3% share of U.S. TV viewing and its platform expanding to 90 million streaming households, supported by new distribution partnerships. The company is actively pursuing free ad-supported streaming TV (FAST), AI-driven personalization, and commerce-enabled programming to diversify revenue streams. This strategy aims to leverage increasing viewership despite ongoing advertising monetization pressures, potentially reshaping Roku's investment narrative for long-term investors.
Roku Bets On Shoppable TV And AI As Valuation Signals Upside Potential
Roku is expanding into shoppable TV and AI-powered features, including a partnership with Pinterest, to deepen user engagement and monetization on its platform. Despite a recent dip in stock momentum, Simply Wall St considers Roku undervalued, trading 42.9% below its estimated fair value. Investors are advised to monitor how these new initiatives impact ad revenue, user growth, and The Roku Channel's performance, especially given the company's high forward P/E ratio.
Jedda Dan, cfo & coo of Roku, sells $322k in stock By Investing.com
Roku CFO & COO Jedda Dan recently sold 3,000 shares of Class A Common Stock for $322,680, still directly owning 87,267 shares. This transaction follows several analyst firms adjusting their ratings and price targets for Roku, reflecting optimism for the company's future growth and diversified revenue streams. Analysts anticipate a pivotal year for Roku in 2026, driven by macroeconomic factors, company-specific catalysts, and continued leadership in the streaming market.
Insider Sale: CFO & COO of $ROKU Sells 3,000 Shares | ROKU Stock News
Dan Jedda, the CFO & COO of Roku (ROKU), sold 3,000 shares of the company for an estimated $322,680 on January 15, 2026. This sale represents approximately 3.3% of his holdings. The article also details recent insider selling activity, institutional investor movements, ROKU's Q3 2025 revenues, analyst ratings, and price targets.
Jedda Dan, cfo & coo of Roku, sells $322k in stock
Jedda Dan, CFO & COO of Roku, sold 3,000 shares of Class A Common Stock for over $322,000 on January 15, 2026. This transaction leaves him with 87,267 shares in the company. Several analyst firms have recently raised their price targets and ratings for Roku, citing diversifying revenue streams, anticipated catalysts, and strong platform growth.
Roku CEO Wood sells $8.2m in shares on Jan 12
Roku CEO Anthony J. Wood sold 77,599 shares of Class A Common Stock on January 12, 2026, totaling over $8.2 million, through a pre-arranged trading plan. Despite significant share gains and upcoming earnings on February 12, 2026, the company is expected to become profitable this fiscal year according to analysts. Various financial firms have maintained or raised their price targets for Roku, reflecting optimism about its future performance and diversification efforts.
Roku CEO Wood sells $8.2m in shares on Jan 12 By Investing.com
Roku CEO Anthony J. Wood sold 77,599 shares of Class A Common Stock for over $8.2 million on January 12, 2026, executed under a pre-arranged trading plan. Despite the sales, analysts are optimistic about Roku's future, with several firms raising price targets and forecasting profitability for the company this fiscal year. Roku is approaching its next earnings release on February 12, 2026.
The Bull Case For Roku (ROKU) Could Change Following New Ad-Measurement Partnerships With Nielsen And iSpot
Roku has strengthened its advertising measurement capabilities by partnering with Nielsen and iSpot, which could enhance its appeal to advertisers and improve monetization. These partnerships, especially the use of iSpot's Outcomes at Scale, allow advertisers to optimize campaigns for concrete business results. While this supports Roku's ad-centric investment narrative and fair value projections, investors should also consider risks like broader ad market shifts and increasing privacy scrutiny.
How Do Investors Really Feel About Roku Inc?
Roku Inc's short interest has decreased by 6.98% since its last report, with 7.02 million shares sold short, representing 6.13% of its float. This decline in short interest suggests a more bullish sentiment among investors towards the company, though it does not guarantee a near-term stock price increase. When compared to its peers, Roku Inc has less short interest, as the peer group average for short interest as a percentage of float is 7.41%.
Cathie Wood's ARK Fintech ETF Defies Industry Downturn, Soaring 30% In 2025
Cathie Wood's ARK Blockchain & Fintech Innovation ETF (ARKF) achieved a 29% return in 2025, significantly outperforming the industry. This success is attributed to its diversified portfolio, including AI companies like Palantir and streaming services like Roku, despite a general downturn in fintech and cryptocurrencies. However, the fund faced stagnant investor flows, indicating a challenge in maintaining consistent investor demand for its long-term vision.
Jedda Dan, Roku CFO & COO, sells $322k in Roku stock By Investing.com
Roku CFO and COO Jedda Dan sold 3,000 shares of Class A Common Stock for $322,320 on December 15, 2025, according to a pre-arranged trading plan. This sale comes amidst recent upgrades in Roku's stock ratings from Jefferies, Citizens, and Guggenheim, citing potential upside in platform revenue, market dominance, and core CTV growth.
Jedda Dan, Roku CFO & COO, sells $322k in Roku stock
Roku CFO and COO Jedda Dan sold 3,000 shares of Class A Common Stock for $322,320 on December 15, 2025, according to an SEC filing. This sale was conducted under a pre-arranged 10b5-1 trading plan, leaving him with 90,267 directly owned shares. The article also touches on recent positive analyst ratings for Roku from Jefferies, Citizens, and Guggenheim, and notes Dan Jedda's upcoming presentation at the Nasdaq Investor Conference.
Jedda Dan, Roku CFO & COO, sells $322k in Roku stock By Investing.com
Jedda Dan, CFO and COO of Roku (NASDAQ: ROKU), sold 3,000 shares of Class A Common Stock for $322,320 on December 15, 2025. This transaction, executed under a pre-arranged 10b5-1 trading plan, leaves him with 90,267 directly owned shares. The sale comes amidst recent analyst upgrades and positive outlooks for Roku from Jefferies, Citizens, and Guggenheim, who have cited strong market position and growth potential.
Roku Stock Jumps on Fresh Analyst Upgrades: Is NASDAQ:ROKU Setting Up for a 2026 Breakout?
Roku Inc. (NASDAQ: ROKU) shares surged on December 11, 2025, buoyed by significant analyst upgrades from Jefferies and Wedbush, among others, with price targets as high as $145. Analysts are increasingly optimistic about Roku's pivot to a profitable ad-platform business, driven by strong Q3 2025 earnings and positive future guidance. Despite valuation concerns and competitive risks, the stock is seen by many as a re-accelerating growth story with substantial upside potential for 2026.
Roku VP banks sells $69912 in stock
Roku's VP, CAO Matthew C. Banks, sold 731 shares of Class A Common Stock for $69,912, following which he directly owns 6,554 shares. Despite recent stock volatility and the company not being currently profitable, analysts predict profitability this year, and Roku has shown strong financial health with positive Q3 results and improved Q4 outlook. Multiple analysts have reaffirmed or upgraded their ratings, indicating a positive outlook.
Insider Sale: VP of $ROKU Sells 719 Shares | ROKU Stock News
A VP at Roku, Matthew C. Banks, sold 719 shares of ROKU stock for approximately $68,369 on November 18, 2025, representing about 9.0% of his holdings. This sale is part of a broader trend of insider selling at Roku, with 75 sales and no purchases by insiders in the last six months. Amidst this insider activity, institutional investors have shown mixed interest, while Wall Street analysts largely maintain "Overweight" or "Buy" ratings with a median price target of $110.0.
Roku: CEO Wood sells $5.2 million in class a common stock
Roku CEO Anthony J. Wood sold 49,888 shares of Class A Common Stock worth approximately $5.2 million on November 10, 2025, through a pre-arranged trading plan. Coinciding with this, he also converted 50,000 shares of Class B to Class A Common Stock. This news comes amidst positive analyst reports for Roku, citing strong platform growth and exceeding Q3 earnings and Q4 outlook expectations.
Roku (ROKU) Gets a Buy from Benchmark Co.
Benchmark Co. analyst Daniel Kurnos maintained a Buy rating on Roku (ROKU) with a $130 price target, following a similar Buy rating from Wells Fargo. However, Morgan Stanley issued a Sell rating on the same day. Corporate insider sentiment for ROKU is negative, with recent sales of shares by insiders.
Roku Is Moving to Durable Profitability and Has Entrenched Itself as a Leader in Connected TV
Roku, a leader in connected TV with the most-used streaming OS in the US, is demonstrating a path to durable profitability despite its strategy of selling devices at low prices. The company's profitability is driven by its large user base and the recurring revenue from these users. Roku's strong market position and evolving financial performance are noteworthy despite previous skepticism about its business model.
Roku director Neil Hunt sells $213k in class A common stock
Roku director Neil Hunt sold 2,000 shares of Class A Common Stock for over $213,000 on November 5, 2025, through a pre-arranged trading plan. Despite Roku not being profitable in the last year, analysts anticipate profitability this fiscal year, with the stock having seen a 75% price return in the past six months even amidst volatility. Hunt also acquired 2,000 Class A shares via Class B conversion and exercised options for 4,000 Class B shares at a significant discount.
Insider Sale: Director at $ROKU Sells 880 Shares | ROKU Stock News
NEIL D HUNT, a director at Roku ($ROKU), sold 880 shares for an estimated $93,420 on November 5, 2025, reducing his stake by approximately 9.3%. In the past six months, Roku insiders have executed 64 sales and no purchases, with CEO Anthony J. Wood and President of Roku Media Charles Collier leading in sales volume. Institutional investor activity shows significant changes in Roku holdings, while analysts maintain predominantly "Buy" or "Overweight" ratings with a median price target of $110.0.
Roku president Collier sells $15.2 million in shares
Charles Collier, President of Roku Media, sold 133,082 shares of Roku Class A Common Stock for approximately $15.2 million through a pre-arranged 10b5-1 trading plan. The sales occurred on October 31 and November 4, with shares fetching prices between $103.26 and $115.00. Concurrently, Collier also exercised options to acquire 133,492 shares at $49.59 each.
Florida sues Roku for allegedly selling children’s data without consent
Florida's Attorney General has filed a lawsuit against Roku, accusing the company of illegally collecting and selling the personal data of children without parental consent. The lawsuit claims Roku violated both the Florida Digital Bill of Rights and the Florida Deceptive and Unfair Trade Practices Act, seeking significant civil penalties and an injunction to stop these practices. The state alleges Roku ignored signs of child users and failed to implement adequate privacy controls, collecting data like locations, viewing habits, and voice recordings.
Experts Say Florida AG's Roku Lawsuit Could Reshape Children's Privacy Litigation Against Big Tech
Florida's Attorney General has filed a lawsuit against Roku Inc., alleging violations of the Florida Digital Bill of Rights regarding children's privacy. Legal experts believe this enforcement action could set a precedent and significantly influence how Big Tech companies handle children's data across the United States. This marks the first state-level action of its kind under Florida's new privacy law.
Roku: CEO Anthony Wood sells $340k in class a common stock
Roku CEO Anthony J. Wood sold 3,400 shares of Class A Common Stock for approximately $340,238 on October 24, 2025, through a pre-arranged trading plan. This sale occurred while Roku's stock traded near its 52-week high, having gained over 43% in six months. Analysts have largely maintained positive ratings for Roku, citing strong international growth potential and product innovation like Philips Roku TVs.
Roku (NASDAQ:ROKU) Trading Down 1.2% After Insider Selling - MarketBeat
Roku's stock fell 1.2% after key insiders, including CFO Dan Jedda and CEO Anthony J. Wood, sold significant shares. This selling activity occurred despite analysts having a "Moderate Buy" consensus rating and a target price of $101.33 for Roku. The article details recent insider transactions, analyst ratings, and the company's financial performance.
Lobbying Update: $210,000 of ROKU INC. lobbying was just disclosed - Quiver Quantitative
Roku Inc. disclosed $210,000 in lobbying expenditures for Q3 2025, focusing on various legislative issues including privacy, antitrust, copyright, video streaming, and telecommunications policy. The company also saw significant insider selling activity, with several executives selling millions of dollars worth of stock, and mixed hedge fund activity. Wall Street analysts generally maintain positive ratings for ROKU, with a median price target of $105.0.
Roku CFO Jedda Dan sells $287k in stock By Investing.com - Investing.com UK
Roku CFO Jedda Dan sold 3,000 shares of Class A Common Stock for $287,460 on October 15, 2025, operating under a pre-arranged 10b5-1 trading plan. This transaction leaves Jedda Dan with 80,420 shares directly owned in Roku, Inc. The article also highlights recent positive analyst ratings and product developments for Roku.
Roku CFO Jedda Dan sells $287k in stock - Investing.com
The article reports that Jedda Dan, the CFO of Roku, sold $287,000 worth of company stock. This transaction is categorized as insider trading news. However, the full article content is not available due to a client-side application error.
Roku CFO Jedda Dan sells $287k in stock By Investing.com - Investing.com UK
This article reports on a client-side application error encountered while attempting to load content about Roku CFO Jedda Dan selling $287k in stock. Due to this error, the specific details of the stock sale are unavailable. The original article's intent was to cover insider trading news regarding Roku.
Roku CFO Jedda Dan sells $287k in stock - Investing.com
Roku CFO & COO Jedda Dan sold 3,000 shares of Class A Common Stock for $287,460 on October 15, 2025, under a pre-arranged 10b5-1 trading plan. This transaction leaves him with 80,420 directly owned shares. The article also highlights recent positive analyst ratings and Roku's new product launch, indicating ongoing confidence in the company.
Roku CFO & COO Jedda Dan Sells 3,000 Shares - TradingView
Jedda Dan, the CFO & COO of Roku and a 10% owner, sold 3,000 shares of Class A Common Stock for a total of $287,460 on October 15, 2025. The sale was executed under a 10b5-1 plan, leaving Dan with 80,420 shares directly owned in Roku.
Roku (NASDAQ:ROKU) Stock Price Down 3.3% - What's Next? - MarketBeat
Roku's stock price dropped 3.3% to $95.33, with trading volume significantly lower than average. Despite recent analyst upgrades resulting in a "Moderate Buy" consensus and an average target price of $101.33, insider selling by CEO Anthony J. Wood has raised concerns. The company's latest quarterly earnings beat expectations, but insider transactions and institutional holdings are noted as key factors for investors.
Roku to Announce Third Quarter 2025 Financial Results on Oct. 30, 2025 - MarketScreener
Roku, Inc. (Nasdaq: ROKU) will announce its third quarter 2025 financial results after the market closes on Thursday, October 30, 2025. The company will host a live webcast of its earnings call at 2:00 PM Pacific Time on the same day, accessible via its investor relations website. An archived webcast will also be available for later viewing.
Interchange Capital Partners LLC Trims Stock Position in Roku, Inc. $ROKU
Interchange Capital Partners LLC significantly reduced its stake in Roku, Inc. by 91.8% in the second quarter, selling over 7,000 shares to own 653 shares. This comes as other institutional investors like Nissay Asset Management and True Vision MN LLC increased their holdings in Roku. The company recently reported a profit of $0.07 per share, exceeding analyst expectations, with revenue of $1.11 billion.
Roku CEO Anthony Wood sells $2.35m in shares By Investing.com - Investing.com Australia
This article reports on Roku CEO Anthony Wood selling $2.35 million worth of shares. However, due to an apparent client-side error, the detailed content of the article is not available.
Fla. AG Hits Roku With Privacy Suit Over Kids' Data Handling - Law360
Florida's Attorney General has filed a lawsuit against Roku Inc., alleging that the video streaming platform is violating the state's new data privacy law. The suit claims Roku is collecting and selling children's voice recordings, viewing habits, and other personal data without proper notice or consent. This action highlights increasing scrutiny over how tech companies handle sensitive user data, especially concerning minors.
Anthony Wood Sells 25,000 Shares of Roku (NASDAQ:ROKU) Stock - MarketBeat
Roku CEO Anthony Wood sold 25,000 shares of Roku stock on October 10th for over $2.35 million. The stock was sold at an average price of $94.01 per share. This transaction follows Roku's recent quarterly earnings report, which exceeded analyst revenue estimates at $1.11 billion, although negative earnings per share are forecasted for the current year.
Roku Insider Sold Shares Worth $2,350,261, According to a Recent SEC Filing - 富途牛牛
An insider at Roku (ROKU) recently sold shares valued at $2,350,261, as detailed in a recent SEC filing. The article also briefly mentions Unity Software's (U.US) fourth-quarter financial results, where the company exceeded revenue estimates.
Roku CEO Anthony Wood sells $2.35m in shares By Investing.com - Investing.com UK
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Roku CEO Anthony Wood sells $2.35m in shares - Investing.com
Roku CEO Anthony J. Wood sold 24,069 shares of Class A Common Stock for over $2.35 million on October 10, 2025, through a pre-arranged trading plan. These sales occurred amidst significant volatility in Roku's stock, which has seen a 58% surge in six months despite a recent 7% decline. The article also details Wood's remaining holdings and recent positive analyst ratings and product developments for Roku.
Roku Faces Florida Lawsuit Over Alleged Violations of Children's Data Privacy - MarketScreener
Roku, Inc. is facing a lawsuit in Florida over alleged violations of children's data privacy. The news was published on October 14, 2025, by MT Newswires. This legal action highlights growing concerns around data privacy for minors in the streaming industry.
