Key Points
- CEO Anthony Wood sold 50,000 shares on April 10 at an average price of $100.88 for roughly $5.04M, a transaction disclosed on the SEC Form 4 and executed under a pre-arranged Rule 10b5-1 trading plan.
- Market sentiment is largely positive—several analysts have raised price targets (e.g., Jefferies $140, Morgan Stanley $135, average PT ~$127.79), Roku recently beat quarterly EPS/revenue estimates, and bullish signs like unusual call buying and new content/ad initiatives lift expectations ahead of Q1 earnings on April 30.
Roku, Inc. (NASDAQ:ROKU - Get Free Report) CEO Anthony Wood sold 50,000 shares of the stock in a transaction on Friday, April 10th. The stock was sold at an average price of $100.88, for a total value of $5,044,000.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Roku Trading Up 3.1%
Shares of Roku stock opened at $106.54 on Wednesday. The business's fifty day moving average price is $94.17 and its 200 day moving average price is $99.62. Roku, Inc. has a twelve month low of $57.01 and a twelve month high of $116.66. The stock has a market capitalization of $15.71 billion, a P/E ratio of 186.92 and a beta of 2.00.
Roku (NASDAQ:ROKU - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.53 EPS for the quarter, topping the consensus estimate of $0.28 by $0.25. The company had revenue of $1.39 billion during the quarter, compared to analyst estimates of $1.35 billion. Roku had a return on equity of 3.40% and a net margin of 1.87%.The firm's revenue was up 16.1% on a year-over-year basis. During the same period in the prior year, the firm posted ($0.24) earnings per share. As a group, sell-side analysts predict that Roku, Inc. will post -0.3 EPS for the current year.
Key Headlines Impacting Roku
Here are the key news stories impacting Roku this week:
- Positive Sentiment: Jefferies raised its price target to $140 and kept a Buy rating, citing improving ad trends and a stronger revenue mix — a clear analyst endorsement that supports upside expectations. Jefferies raise
- Positive Sentiment: New content and product moves (exclusive sports streaming rights like the Banana Ball Championship League, a Laguna Beach reunion special, and Roku City screensaver upgrades) bolster engagement and ad inventory prospects, reinforcing the narrative of accelerating platform monetization. Valuation & content article
- Positive Sentiment: Analyst pieces comparing Roku favorably to Alphabet on CTV ad growth and valuation have circulated, positioning ROKU as the more attractive pure-play CTV ad exposure for some investors. Roku vs Alphabet article
- Positive Sentiment: Unusual options activity: about 22,993 call contracts were bought (roughly +69% vs. normal daily volume), suggesting short-term bullish positioning from traders/speculators ahead of catalysts. No link
- Neutral Sentiment: Roku scheduled Q1 2026 earnings release and call for April 30 — a key near-term catalyst that could validate the bullish thesis or rein in expectations depending on ad revenue and margin details. Earnings date
- Negative Sentiment: CEO Anthony Wood sold 50,000 shares under a pre-arranged Rule 10b5-1 plan at an average $100.88 (≈$5.04M) — insider selling can be viewed negatively by some investors despite the trade being pre-arranged. SEC Form 4
- Negative Sentiment: Additional insider dispositions totaling roughly $21.6M were reported this week, which may raise concern about insider liquidity/timing even if not tied to company fundamentals. Insider sales article
Analyst Ratings Changes
A number of research analysts have weighed in on the stock. Morgan Stanley set a $135.00 price target on shares of Roku and gave the company an "overweight" rating in a research report on Tuesday, December 16th. Pivotal Research increased their price objective on shares of Roku from $135.00 to $140.00 and gave the stock a "buy" rating in a research report on Monday, February 16th. Oppenheimer lifted their target price on shares of Roku from $105.00 to $120.00 and gave the company an "outperform" rating in a report on Friday, February 13th. Needham & Company LLC reaffirmed a "buy" rating and set a $110.00 price target on shares of Roku in a research report on Friday, February 13th. Finally, Robert W. Baird increased their price target on Roku from $110.00 to $120.00 and gave the company an "outperform" rating in a report on Monday, April 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $127.79.
Check Out Our Latest Report on Roku
Institutional Trading of Roku
Large investors have recently bought and sold shares of the company. Hsbc Holdings PLC boosted its stake in shares of Roku by 21.2% in the fourth quarter. Hsbc Holdings PLC now owns 16,733 shares of the company's stock valued at $1,837,000 after purchasing an additional 2,929 shares during the period. Rockefeller Capital Management L.P. increased its stake in Roku by 0.8% during the 4th quarter. Rockefeller Capital Management L.P. now owns 286,721 shares of the company's stock worth $31,106,000 after buying an additional 2,221 shares during the period. Osbon Capital Management LLC acquired a new position in Roku in the 4th quarter worth $45,000. World Investment Advisors acquired a new position in Roku in the 4th quarter worth $291,000. Finally, Corient Private Wealth LLC boosted its position in Roku by 75.1% in the 4th quarter. Corient Private Wealth LLC now owns 26,841 shares of the company's stock valued at $2,912,000 after buying an additional 11,508 shares during the last quarter. Institutional investors and hedge funds own 86.30% of the company's stock.
About Roku
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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.
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