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 filings by fund managers ($100M+ AUM)
22% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 77
4% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 158
0% more capital invested
Capital invested by funds: $7.93B [Q3] → $7.95B (+$19.3M) [Q4]
0.1% more ownership
Funds ownership: 83.47% [Q3] → 83.57% (+0.1%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 7 (+0) [Q4]
6% less call options, than puts
Call options by funds: $914M | Put options by funds: $971M
1% less funds holding
Funds holding: 528 [Q3] → 522 (-6) [Q4]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Citigroup Jason Bazinet 82% 1-year accuracy 28 / 34 met price target | 16%upside $103 | Neutral Maintained | 20 Feb 2025 |
Jefferies James Heaney 70% 1-year accuracy 7 / 10 met price target | 13%upside $100 | Hold Upgraded | 20 Feb 2025 |
UBS John Hodulik 88% 1-year accuracy 15 / 17 met price target | 1%upside $90 | Neutral Maintained | 14 Feb 2025 |
Benchmark Daniel Kurnos 64% 1-year accuracy 54 / 85 met price target | 46%upside $130 | Buy Maintained | 14 Feb 2025 |
JMP Securities Matthew Condon 71% 1-year accuracy 5 / 7 met price target | 29%upside $115 | Market Outperform Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 69 articles about ROKU published over the past 30 days
