Roku (NASDAQ:ROKU) Price Target Raised to $140.00

Roku (NASDAQ:ROKU) had its price objective raised by Jefferies Financial Group from $135.00 to $140.00 in a research note issued to investors on Monday morning,Benzinga reports. They currently have a buy rating on the stock.

Other equities research analysts have also recently issued research reports about the stock. Pivotal Research boosted their target price on shares of Roku from $135.00 to $140.00 and gave the company a “buy” rating in a report on Monday, February 16th. Rosenblatt Securities raised shares of Roku from a “neutral” rating to a “buy” rating and boosted their target price for the company from $106.00 to $118.00 in a report on Friday, February 13th. Stifel Nicolaus set a $160.00 target price on shares of Roku in a report on Monday, March 2nd. Robert W. Baird boosted their target price on shares of Roku from $110.00 to $120.00 and gave the company an “outperform” rating in a report on Monday, April 6th. Finally, Arete Research set a $132.00 target price on shares of Roku and gave the company a “buy” rating in a report on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $127.79.

Roku Price Performance

Shares of ROKU stock opened at $109.33 on Monday. The company’s fifty day simple moving average is $94.51 and its two-hundred day simple moving average is $99.68. Roku has a 1 year low of $57.01 and a 1 year high of $116.66. The stock has a market capitalization of $16.12 billion, a price-to-earnings ratio of 191.81 and a beta of 2.00.

Roku (NASDAQ:ROKU) last issued its earnings results 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 3.40%. The business had revenue of $1.39 billion for the quarter, compared to analysts’ expectations of $1.35 billion. During the same quarter in the previous year, the firm posted ($0.24) EPS. The business’s revenue for the quarter was up 16.1% compared to the same quarter last year. Equities research analysts anticipate that Roku will post -0.3 EPS for the current year.

Insider Transactions at Roku

In other news, insider Charles Collier sold 205,821 shares of the company’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $105.00, for a total value of $21,611,205.00. Following the transaction, the insider owned 11,131 shares of the company’s stock, valued at approximately $1,168,755. This represents a 94.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Christopher T. Handman sold 2,999 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $95.57, for a total transaction of $286,614.43. Following the completion of the transaction, the senior vice president directly owned 2,999 shares in the company, valued at approximately $286,614.43. The trade was a 50.00% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 390,944 shares of company stock valued at $39,509,185. Corporate insiders own 13.98% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in ROKU. Blue Trust Inc. grew its stake in shares of Roku by 680.0% during the fourth quarter. Blue Trust Inc. now owns 234 shares of the company’s stock valued at $25,000 after buying an additional 204 shares during the last quarter. Aventura Private Wealth LLC bought a new position in shares of Roku during the fourth quarter valued at about $26,000. Westfuller Advisors LLC bought a new position in shares of Roku during the third quarter valued at about $30,000. WPG Advisers LLC bought a new position in shares of Roku during the fourth quarter valued at about $31,000. Finally, Safe Harbor Fiduciary LLC bought a new position in shares of Roku during the fourth quarter valued at about $31,000. Institutional investors own 86.30% of the company’s stock.

Trending Headlines about Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Analyst upgrades and higher price targets (Jefferies, Morgan Stanley, Pivotal, Oppenheimer, Baird) bolster bullish expectations for Roku’s ad-revenue and valuation upside. Jefferies forecast
• Positive Sentiment: Company announced platform and financial-reporting changes that investors interpreted as a step toward clearer earnings transparency and improved monetization — a near-term reason traders pushed the stock higher. Why Roku stock up
• Positive Sentiment: Product/content wins: restored offline local-TV access (reduces user friction) and new content deals (sports exclusives, a women’s sports docuseries) should support engagement and ad inventory growth. Offline local TV restore Gamechangers docuseries
• Positive Sentiment: Unusually heavy call-option activity suggests traders are positioning bullishly into near-term catalysts (no specific article link).
• Neutral Sentiment: Upcoming Q1 2026 earnings on April 30 is the next major catalyst that will test whether ad revenue and margin trends justify recent bullishness. Earnings date
• Neutral Sentiment: Resolved a streaming-app issue for NEWS CENTER Maine+ which alleviates a localized customer service concern but is unlikely to move fundamentals materially. News Center fix
• Negative Sentiment: CEO Anthony Wood sold 50,000 shares under a pre-arranged Rule 10b5-1 plan (~$5.0M), and other insider dispositions totaling roughly $21.6M were reported this week; insider sales can weigh on sentiment even if not tied to company fundamentals. SEC Form 4 Insider sales article
• Negative Sentiment: Roku faces a discrimination lawsuit alleging HR ignored racism complaints — a legal and reputational risk that could draw attention and distraction for management. Discrimination suit

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.