Roku’s (ROKU) Buy Rating Reiterated at Rosenblatt Securities

Posted by Stanley Muller on Aug 13th, 2026

Rosenblatt Securities restated their buy rating on shares of Roku (NASDAQ:ROKU – Free Report) in a research note published on Monday morning,Benzinga reports. The firm currently has a $160.00 target price on the stock.

A number of other equities research analysts also recently weighed in on ROKU. Zacks Research downgraded Roku from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 14th. Morgan Stanley boosted their price target on Roku from $150.00 to $170.00 and gave the stock an “overweight” rating in a report on Thursday, June 4th. Oppenheimer downgraded Roku from an “outperform” rating to a “market perform” rating in a research report on Monday, June 15th. Susquehanna lowered Roku from a “positive” rating to a “neutral” rating and set a $160.00 price objective on the stock. in a research note on Tuesday, June 16th. Finally, Wells Fargo & Company lifted their target price on Roku from $137.00 to $167.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Eight investment analysts have rated the stock with a Buy rating and nineteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $156.25.

Read Our Latest Research Report on ROKU

Roku Trading Up 0.6%

Shares of NASDAQ:ROKU opened at $151.79 on Monday. The firm has a 50 day moving average of $139.92 and a 200-day moving average of $117.37. Roku has a 12 month low of $78.53 and a 12 month high of $153.54. The stock has a market capitalization of $22.38 billion, a PE ratio of 64.87 and a beta of 2.01.

Roku (NASDAQ:ROKU – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $1.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.47. The business had revenue of $1.35 billion for the quarter, compared to analyst estimates of $1.30 billion. Roku had a net margin of 6.82% and a return on equity of 13.73%. The firm’s revenue for the quarter was up 21.9% on a year-over-year basis. During the same quarter last year, the business posted $0.07 EPS. On average, research analysts predict that Roku will post 2.82 EPS for the current fiscal year.

Insider Activity at Roku

In other news, CFO Dan Jedda sold 7,000 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $122.56, for a total value of $857,920.00. Following the completion of the transaction, the chief financial officer directly owned 71,115 shares in the company, valued at approximately $8,715,854.40. This represents a 8.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Mustafa Ozgen sold 10,194 shares of the firm’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $144.00, for a total value of $1,467,936.00. Following the sale, the insider directly owned 19,185 shares in the company, valued at approximately $2,762,640. This trade represents a 34.70% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 162,452 shares of company stock valued at $21,811,132. 13.45% of the stock is owned by company insiders.

Institutional Trading of Roku

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Empowered Funds LLC raised its holdings in Roku by 18.6% in the 1st quarter. Empowered Funds LLC now owns 3,291 shares of the company’s stock valued at $232,000 after buying an additional 515 shares during the last quarter. Focus Partners Wealth bought a new stake in Roku during the 1st quarter worth approximately $229,000. EverSource Wealth Advisors LLC increased its position in Roku by 145.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,394 shares of the company’s stock valued at $123,000 after acquiring an additional 826 shares during the period. First Trust Advisors LP increased its position in Roku by 231.0% in the 2nd quarter. First Trust Advisors LP now owns 70,786 shares of the company’s stock valued at $6,221,000 after acquiring an additional 49,399 shares during the period. Finally, Brown Advisory Inc. bought a new position in shares of Roku during the second quarter valued at $326,000. 86.30% of the stock is currently owned by institutional investors.

Key Stories Impacting Roku

Here are the key news stories impacting Roku this week:

Positive Sentiment: Analyst and momentum support: Rosenblatt Securities reaffirmed its “Buy” rating, and Zacks added Roku to its Rank #1 (Strong Buy) momentum list. Zacks also cited favorable earnings-estimate revisions as a reason Roku could continue moving higher. Rosenblatt Securities Reaffirms Buy Rating for Roku Why Roku Might Be Well Poised for a Surge
Positive Sentiment: Programming expansion: Roku has added six free channels and launched additional original or themed programming, potentially increasing platform engagement, advertising inventory and the value of its streaming ecosystem. Roku Quietly Adds Six More Free Channels
Neutral Sentiment: Potential Fox transaction: Reports describe how Lachlan Murdoch courted Roku in connection with a deal valued at approximately $22 billion. The transaction could create strategic and valuation implications, but investors will need clarity on terms, timing and the effect on Roku shareholders. How Lachlan Murdoch Courted Roku to Seal a $22 Billion Deal
Neutral Sentiment: AI-generated channel: Roku launched Fairground TV, a 24/7 channel using AI-generated programming and advertising. The initiative could materially reduce content costs and provide a low-cost way to expand its ad-supported offering, but its commercial appeal remains unproven. AI Slop or Streaming’s Future? Inside Roku’s Fairground TV Gamble
Negative Sentiment: Brand and content-quality concerns: Several reports sharply criticized Fairground TV as low-quality “AI slop.” Negative consumer and industry reaction could hurt Roku’s brand, viewer engagement and advertiser perception if the channel fails to attract audiences. Nightmare Fodder: Roku’s AI Slop Channel
Negative Sentiment: Valuation and risk concerns: A Seeking Alpha analysis recommended selling alongside insiders and highlighted debt, execution risks and uncertainty around potential Fox synergies, tempering the bullish analyst commentary. Roku: Sell Alongside Insiders

About Roku

(Get Free Report)

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.