Roku

ROKU

Market cap $17.1B

Roku (ROKU) leads the US streaming OS market by leveraging an open, user-friendly platform and strong AI-driven engagement tools. ROKU's platform revenue now comprises 88% of total revenue, growing 18% YoY, with gross margins at 52% and strong operating leverage. Management guides for FY26 revenue growth of ~18%, adjusted EBITDA up 50% to $635M, and a clear path to $1B annual free cash flow by 2028.

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku announced it has surpassed 100 million streaming households worldwide, a major milestone that highlights the company's scale and momentum. This achievement reflects the broader shift in viewing habits, as streaming becomes the primary way people watch TV. Households around the globe watch TV using a Roku streaming player, a first-party Roku-made TV, or one of the many Roku TV models built by our global hardware partners. All Roku devices offer the.

Roku (ROKU) concluded the recent trading session at $109.33, signifying a +2.62% move from its prior day's close.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

NFLX, RL, ROKU, TTWO and EA are five consumer discretionary stocks to buy, as strong subscriber growth and ad revenue gains counter sector headwinds.

ROKU stands out against GOOGL as CTV ad growth, strong platform gains and a cheaper valuation make it the more compelling stock now.

Alphabet, Roku and FuboTV ride on the streaming boom as ad growth, sports content, and global expansion reshape digital viewing and monetization.

Roku Inc (NASDAQ:ROKU) heads into its Q1 earnings report with Jefferies raising estimates and maintaining a ‘Buy' rating, lifting its price target to $140 from $135, implying about 40% upside. The analysts see the setup as increasingly supportive of a stronger-than-expected earnings trajectory, driven by improving advertising trends and a more favorable revenue mix.

Roku Inc (NASDAQ:ROKU) heads into its Q1 earnings report with Jefferies raising estimates and maintaining a ‘Buy' rating, lifting its price target to $140 from $135, implying about 40% upside. The analysts see the setup as increasingly supportive of a stronger-than-expected earnings trajectory, driven by improving advertising trends and a more favorable revenue mix.

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