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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
64% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 69
50% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 12 (+4) [Q1 2025]
21% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 161
6% more funds holding
Funds holding: 544 [Q4 2024] → 577 (+33) [Q1 2025]
0.93% more ownership
Funds ownership: 83.97% [Q4 2024] → 84.9% (+0.93%) [Q1 2025]
1% more call options, than puts
Call options by funds: $604M | Put options by funds: $600M
4% less capital invested
Capital invested by funds: $7.98B [Q4 2024] → $7.7B (-$289M) [Q1 2025]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
JP Morgan Cory Carpenter | 14%upside $85 | Overweight Maintained | 3 Jun 2025 |
JMP Securities Matthew Condon | 28%upside $95 | Market Outperform Reiterated | 2 Jun 2025 |
Needham Laura Martin | 19%upside $89 | Buy Reiterated | 15 May 2025 |
Citigroup Jason Bazinet | 9%downside $68 | Neutral Maintained | 6 May 2025 |
Loop Capital Alan Gould | 8%upside $80 | Hold Maintained | 2 May 2025 |
Financial journalist opinion
Based on 31 articles about ROKU published over the past 30 days









