Anthony Wood Sells 50,000 Shares of Roku (NASDAQ:ROKU) Stock

Roku, Inc. (NASDAQ:ROKU) CEO Anthony Wood sold 50,000 shares of Roku stock in a transaction dated Tuesday, February 10th. The shares were 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 SEC, which is available at the SEC website.

Roku Stock Performance

Shares of ROKU opened at $90.06 on Friday. The firm has a market cap of $13.31 billion, a PE ratio of 158.00 and a beta of 1.99. The firm’s 50 day moving average price is $103.95 and its 200 day moving average price is $98.86. Roku, Inc. has a twelve month low of $52.43 and a twelve month high of $116.66.

Roku (NASDAQ:ROKU) last posted its earnings results 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 net margin of 1.87% and a return on equity of 3.42%. The company had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.35 billion. During the same period in the previous year, the firm posted ($0.24) earnings per share. The company’s revenue for the quarter was up 16.1% compared to the same quarter last year. On average, sell-side analysts anticipate that Roku, Inc. will post -0.3 earnings per share for the current fiscal year.

Roku News Roundup

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 large investors have recently modified their holdings of ROKU. Empowered Funds LLC increased its position in Roku by 18.6% during the first quarter. Empowered Funds LLC now owns 3,291 shares of the company’s stock worth $232,000 after acquiring an additional 515 shares during the period. Focus Partners Wealth acquired a new stake in Roku in the 1st quarter worth $229,000. Aberdeen Group plc increased its holdings in shares of Roku by 76.1% during the 2nd quarter. Aberdeen Group plc now owns 5,803 shares of the company’s stock worth $510,000 after purchasing an additional 2,508 shares during the period. Vanguard Personalized Indexing Management LLC raised its position in shares of Roku by 21.3% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 15,070 shares of the company’s stock valued at $1,325,000 after buying an additional 2,643 shares during the last quarter. Finally, CWM LLC lifted its stake in shares of Roku by 41.7% in the second quarter. CWM LLC now owns 18,860 shares of the company’s stock valued at $1,658,000 after buying an additional 5,551 shares during the period. 86.30% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on ROKU shares. Bank of America upped their price target on Roku from $115.00 to $140.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Guggenheim boosted their target price on Roku from $110.00 to $115.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Piper Sandler reiterated an “overweight” rating and set a $140.00 price target (up previously from $135.00) on shares of Roku in a report on Friday. Jefferies Financial Group raised shares of Roku from a “hold” rating to a “buy” rating and lifted their price target for the company from $100.00 to $135.00 in a research report on Thursday, December 11th. Finally, Benchmark restated a “buy” rating on shares of Roku in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $123.85.

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.