RokuROKU
About: Roku enables consumers to stream television programming. It has more than 90 million streaming households and provided 127 billion streaming hours in 2024. Roku 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 and 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 selling devices, licensing, and advertising, and it receives fees from subscription streaming platforms that sell subscriptions through Roku.
Employees: 3,340
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
29% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 76
2% more funds holding
Funds holding: 529 [Q3] → 542 (+13) [Q4]
1.08% more ownership
Funds ownership: 82.87% [Q3] → 83.95% (+1.08%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 165
1% more capital invested
Capital invested by funds: $7.87B [Q3] → $7.98B (+$111M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 8 [Q3] → 8 (+0) [Q4]
6% less call options, than puts
Call options by funds: $917M | Put options by funds: $974M
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Wells Fargo Steven Cahall 56% 1-year accuracy 19 / 34 met price target | 36%upside $93 | Overweight Maintained | 28 Apr 2025 |
Wedbush Alicia Reese 64% 1-year accuracy 7 / 11 met price target | 47%upside $100 | Outperform Maintained | 28 Apr 2025 |
Needham Laura Martin 57% 1-year accuracy 193 / 336 met price target | 30%upside $89 | Buy Reiterated | 24 Apr 2025 |
JMP Securities Matthew Condon 8% 1-year accuracy 1 / 12 met price target | 39%upside $95 | Market Outperform Reiterated | 24 Apr 2025 |
JP Morgan Cory Carpenter 48% 1-year accuracy 13 / 27 met price target | 10%upside $75 | Overweight Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 36 articles about ROKU published over the past 30 days
