Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$20.1B
148M shares
52-week range
$78.53 – $148.88
82% from low
Sector
CABLE & OTHER PAY TELEVISION SERVICES
Exchange
NASDAQ
CS
Borrow rate
0.27%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $742.5M | $1.13B | $1.78B | $2.76B | $3.13B | $3.48B | $4.11B | $4.74B |
| Cost of revenue | $410.4M | $633.7M | $970.2M | $1.36B | $1.69B | $1.96B | $2.31B | $2.66B |
| Gross profit | $332.1M | $495.2M | $808.2M | $1.41B | $1.44B | $1.52B | $1.81B | $2.07B |
| Gross margin | 44.7% | 43.9% | 45.4% | 51.0% | 46.1% | 43.7% | 43.9% | 43.8% |
| R&D | $170.7M | $265.0M | $355.8M | $461.6M | $788.9M | $878.5M | $720.1M | $729.5M |
| Operating income | −$13.3M | −$65.1M | −$20.3M | $235.1M | −$530.9M | −$792.4M | −$218.2M | −$5.6M |
| EBITDA | −$598.0K | −$20.6M | $49.9M | $408.8M | −$148.6M | −$362.9M | $219.9M | $436.4M |
| Net income | −$8.9M | −$59.9M | −$17.5M | $242.4M | −$498.0M | −$709.6M | −$129.4M | $88.4M |
| Net margin | -1.2% | -5.3% | -1.0% | 8.8% | -15.9% | -20.4% | -3.1% | 1.9% |
| EPS (diluted) | -0.08 | -0.52 | -0.14 | 1.71 | -3.62 | -5.01 | -0.89 | 0.59 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $5.6B | $2.47 | $2.43–$2.58 | 14 |
| 2027 | $6.2B | $3.61 | $3.20–$4.40 | 15 |
| 2028 | $7.0B | $5.42 | $3.48–$6.53 | 14 |
| 2029 | $7.5B | $6.34 | $6.19–$6.56 | 8 |
Forward consensus · source: Financial Modeling Prep
Roku enables consumers to stream television programming. Roku facilitated 145 billion streaming hours in 2025 and reached more than half of US broadband households. It is the top streaming operating system in the US, reaching more than half of broadband households, according to the company. Roku's OS is built into streaming devices and televisions that Roku sells, as well as on connected televisions from other manufacturers that license Roku's name and software. Roku also operates The Roku Channel, a free, ad-supported streaming television platform that offers a mix of on-demand and live television programming. Roku generates revenue primarily from device sales, licensing, and advertising, and it also receives fees from subscription streaming platforms that sell subscriptions through Roku.
www.roku.comNo one on the platform currently holds ROKU.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,565,100 | $148.1M |
| Bridgewater Associatesas of 2026-03-31 | 194,468 | $18.4M |
No one on the platform has traded ROKU yet.
| $10.7B |
| — |
| SNAPSnap Inc. | $4.41 | -0.00% | $7.5B | — |
| TKOTKO Group Holdings, Inc. | $211.62 | -1.97% | $15.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 4.6× sales vs its 2.9× historical median P/S.
Fair value ≈ $83.99 · price $136.53 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ROKU The deal with Fox is so disappointing. ROKU is up 22% in the last six months and I'm sure many of us long-term investors were willing to hold out for a figure much greater than a paltry $160/share. The BOD needs to have their heads examined for at least not putting it up for bidding.
View on StockTwits ↗$FOXA & $ROKU care about $CMCSA News? https://www.marketwatch.com/story/comcast-to-spin-off-nbcuniversal-after-15-years-of-ownership-dad0597a?mod=home_ln
View on StockTwits ↗$ROKU dead stonk and best case ceiling at 160! lmfao
View on StockTwits ↗$FOXA investors know $ROKU is #1 in their Industry? https://research.investors.com/stock-quotes/nasdaq-roku-cl-a-roku.htm
View on StockTwits ↗does $FOXA need $DKNG partnership or competitor for future adding Predictions to $ROKU APP? https://www.investors.com/news/polymarket-revenue-1-billion-draftkings-prediction-markets-exchange-dkng-stock/?src=A00220
View on StockTwits ↗Does $CMCSA breakup change $FOXA & $ROKU Valuation?
View on StockTwits ↗$FOXA is stabilizing at $49.70 amid $ROKU buyout noise. The 40% stock deal triggered a selloff, but bulls eye a cheap 11x FCF play.
View on StockTwits ↗$FOXA $FOX $ROKU deal is underlining a major theme for the coming years. And it has to do with users. AI is allowing companies to boost ARPUs across the board. So the greatest asset becomes a sticky user base. We cover a company with/doing just that, with 100% upside: https://kryptonresearch.substack.com/p/the-next-layer-of-consumer-ai
View on StockTwits ↗$FOXA & $ROKU merger is good for $TTD! https://tradersunion.com/news/financial-news/show/2500677-the-trade-desk-jumps-5-1percent/
View on StockTwits ↗$ROKU did it really trade 4 mil share on ast 5 minute candles or is the chart I am looking at wrong?
View on StockTwits ↗Still holding $ESTC $VYX $BABA $ROKU $COIN. The market is pricing in earnings reaction watch, but I think the longer-term story is still developing.
View on StockTwits ↗$FOXA care about $ROKU News? https://news.bloomberglaw.com/ip-law/roku-strikes-deal-to-end-floridas-privacy-suit-on-minors-data
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.