Key Points
- Charles Collier sold 1,715 shares of Roku on March 5 at an average price of $100 (value $171,500), cutting his direct stake to 11,131 shares — a 13.35% decrease in his ownership.
- Multiple other insiders (SVP, director, CAO and others) have also disclosed sales totaling several thousand shares at roughly $95–$100, a cluster of selling that could create short‑term pressure and raise investor questions.
- Roku recently reported a quarterly beat with $0.53 EPS vs. $0.28 expected and $1.39B revenue (up 16.1% YoY); Wall Street consensus is a "Moderate Buy" with an average target around $125.40.
Roku, Inc. (NASDAQ:ROKU - Get Free Report) insider Charles Collier sold 1,715 shares of the firm's stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $100.00, for a total value of $171,500.00. Following the sale, the insider directly owned 11,131 shares of the company's stock, valued at approximately $1,113,100. This represents a 13.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.
Charles Collier also recently made the following trade(s):
- On Tuesday, March 3rd, Charles Collier sold 1,715 shares of Roku stock. The shares were sold at an average price of $95.57, for a total transaction of $163,902.55.
Roku Stock Up 2.5%
Shares of Roku stock traded up $2.42 during trading on Friday, hitting $100.53. The stock had a trading volume of 3,990,727 shares, compared to its average volume of 4,489,541. The stock has a 50 day simple moving average of $99.24 and a 200 day simple moving average of $99.48. The company has a market capitalization of $14.82 billion, a PE ratio of 176.37 and a beta of 1.98. Roku, Inc. has a 1 year low of $52.43 and a 1 year high of $116.66.
Roku (NASDAQ:ROKU - Get Free Report) last issued its quarterly earnings results on Thursday, February 12th. The company reported $0.53 EPS for the quarter, beating the consensus estimate of $0.28 by $0.25. Roku had a net margin of 1.87% and a return on equity of 3.40%. The business had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.35 billion. During the same quarter in the prior year, the firm earned ($0.24) EPS. The firm's quarterly revenue was up 16.1% on a year-over-year basis. As a group, equities analysts expect that Roku, Inc. will post -0.3 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
A number of brokerages have recently weighed in on ROKU. Piper Sandler reiterated an "overweight" rating and set a $140.00 price target (up from $135.00) on shares of Roku in a report on Friday, February 13th. Guggenheim raised their price objective on Roku from $110.00 to $115.00 and gave the stock a "buy" rating in a research report on Thursday, December 4th. Zacks Research upgraded Roku from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. KeyCorp raised their price target on shares of Roku from $128.00 to $130.00 and gave the stock an "overweight" rating in a report on Friday, February 13th. Finally, Weiss Ratings raised shares of Roku from a "sell (d-)" rating to a "hold (c-)" rating in a research report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Roku has a consensus rating of "Moderate Buy" and an average target price of $125.40.
Get Our Latest Report on Roku
More Roku News
Here are the key news stories impacting Roku this week:
- Positive Sentiment: Roku rolled out “Roklue,” an interactive, gamified discovery feature (launched around the Oscars) designed to drive session time and steer viewers to new shows — a direct play to boost ad impressions and subscriptions. Roku Gamifies Movies and TV Show Lineup With Launch of ‘Roklue’
- Positive Sentiment: Analysts and commentary highlight Roku’s shift to profitability, record free cash flow and raised 2026 revenue targets (~$5.5B), which underpin upward estimate revisions and buy-side interest. ROKU Just Overtook the 200-Day Moving Average
- Positive Sentiment: ROKU has crossed above its 200‑day moving average — a technical signal that can attract momentum traders and supports the current rally. Zacks: Roku Just Overtook the 200-Day Moving Average
- Positive Sentiment: Feature improvements — Roku added a requested Search tool to its Live TV Guide and other discovery tools that should increase FAST engagement and ad monetization over time. Roku finally rolls out Search tool within the Live TV Guide users requested
- Neutral Sentiment: Device discounts (e.g., Roku Stick and a Hisense Roku TV on sale) can boost activations and platform scale but may compress near-term hardware margins — net effect depends on conversion to ads/subs. Hisense 32-Inch Smart Roku TV Drops Under $100
- Neutral Sentiment: Ongoing media coverage and “is it a buy?” pieces reflect growing optimism but also highlight valuation/execution questions; consensus still skews to Moderate Buy with a mid‑$120s target. Is Roku (ROKU) a Buy as Wall Street Analysts Look Optimistic?
- Neutral Sentiment: Management outreach: CFO Dan Jedda will speak at Deutsche Bank’s Media/Internet conference next week — could provide incremental color but typically moves the stock only if new guidance or metrics are disclosed. Roku CFO to Participate in Fireside Chat
- Negative Sentiment: Clustered insider selling — multiple insiders (SVP, director, CAO and others) disclosed sales totaling several thousand shares at ~$95–$100. While possibly routine, clustered sales can create short‑term selling pressure and raise investor questions about insider conviction. Insider Form 4 Filings
Institutional Inflows and Outflows
Hedge funds have recently bought and sold shares of the company. Hsbc Holdings PLC raised its stake in shares of Roku by 21.2% during the 4th quarter. Hsbc Holdings PLC now owns 16,733 shares of the company's stock worth $1,837,000 after purchasing an additional 2,929 shares in the last quarter. Bank of Hawaii bought a new stake in shares of Roku in the 4th quarter valued at approximately $2,007,000. Kera Capital Partners Inc. grew its stake in shares of Roku by 40.5% in the 4th quarter. Kera Capital Partners Inc. now owns 5,563 shares of the company's stock valued at $604,000 after buying an additional 1,603 shares in the last quarter. Virtu Financial LLC acquired a new position in Roku in the fourth quarter worth approximately $1,112,000. Finally, Compound Planning Inc. increased its holdings in Roku by 32.4% in the fourth quarter. Compound Planning Inc. now owns 3,688 shares of the company's stock worth $400,000 after buying an additional 902 shares during the last quarter. 86.30% of the stock is owned by institutional investors and hedge funds.
Roku Company Profile
(
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.
Further Reading
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
