Wells Fargo & Company Issues Positive Forecast for Roku (NASDAQ:ROKU) Stock Price

Roku (NASDAQ:ROKU) had its target price upped by Wells Fargo & Company from $116.00 to $137.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target points to a potential upside of 55.77% from the company’s previous close.

Other equities analysts also recently issued reports about the company. UBS Group reiterated a “neutral” rating and issued a $110.00 target price on shares of Roku in a research report on Friday. Morgan Stanley set a $135.00 target price on shares of Roku and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. Moffett Nathanson restated a “neutral” rating and issued a $100.00 price target on shares of Roku in a research report on Friday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Roku in a report on Thursday, January 22nd. Finally, Susquehanna reissued a “positive” rating and issued a $130.00 price objective on shares of Roku in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $122.80.

Roku Trading Up 6.1%

Roku stock traded up $5.02 during mid-day trading on Friday, reaching $87.95. The company had a trading volume of 5,908,311 shares, compared to its average volume of 3,543,286. The business has a fifty day simple moving average of $104.15 and a 200 day simple moving average of $98.88. The company has a market cap of $12.99 billion, a P/E ratio of -439.65 and a beta of 1.99. Roku has a fifty-two week low of $52.43 and a fifty-two week high of $116.66.

Roku (NASDAQ:ROKU) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.28 by $0.25. Roku had a negative net margin of 0.61% and a negative return on equity of 1.08%. The company had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.35 billion. During the same period in the prior year, the business earned ($0.24) earnings per share. The company’s revenue for the quarter was up 16.1% compared to the same quarter last year. Research analysts forecast that Roku will post -0.3 EPS for the current year.

Insider Activity

In other news, Director Neil D. Hunt sold 2,000 shares of Roku stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $96.48, for a total value of $192,960.00. Following the completion of the transaction, the director directly owned 7,782 shares of the company’s stock, valued at approximately $750,807.36. This trade represents a 20.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Dan Jedda sold 3,000 shares of Roku stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $107.56, for a total value of $322,680.00. Following the completion of the transaction, the chief financial officer directly owned 87,267 shares of the company’s stock, valued at approximately $9,386,438.52. This trade represents a 3.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 234,790 shares of company stock worth $24,224,759. 13.98% of the stock is owned by insiders.

Hedge Funds Weigh In On Roku

A number of institutional investors and hedge funds have recently modified their holdings of ROKU. West Tower Group LLC raised its stake in Roku by 128.6% during the 2nd quarter. West Tower Group LLC now owns 8,000 shares of the company’s stock worth $703,000 after buying an additional 4,500 shares during the period. CWM LLC raised its position in shares of Roku by 345.4% during the third quarter. CWM LLC now owns 84,010 shares of the company’s stock worth $8,412,000 after purchasing an additional 65,150 shares during the period. Accurate Wealth Management LLC acquired a new position in shares of Roku during the third quarter worth approximately $1,115,000. AGF Management Ltd. bought a new position in shares of Roku in the 3rd quarter worth $15,023,000. Finally, Monetta Financial Services Inc. grew its position in Roku by 50.0% in the 2nd quarter. Monetta Financial Services Inc. now owns 15,000 shares of the company’s stock valued at $1,318,000 after purchasing an additional 5,000 shares during the period. 86.30% of the stock is currently owned by institutional investors.

More Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Roku beat Q4 estimates and raised FY revenue expectations — Q4 EPS $0.53 vs $0.28 consensus and revenue $1.39B vs $1.35B; company forecast FY‑2026 revenue above Street estimates (~$5.5B), supporting the thesis of recovering ad demand. Read More.
• Positive Sentiment: Management pushing higher‑margin monetization: Roku flagged premium subscription bundles and pointed to ad‑growth drivers (including partnerships such as with Amazon) that could lift ARPU and gross margins over time. Read More.
• Positive Sentiment: Fresh buy ratings and higher targets: Rosenblatt upgraded Roku to Buy with a $118 PT (up from $106) and Needham reaffirmed a Buy with a $110 PT — analyst optimism now skews bullish and can support demand for the shares. Read More.
• Neutral Sentiment: Wall Street coverage & investor materials — Several outlets ran takeaways (earnings transcript, analyst notes, Barron’s feature on upside). Useful for conviction-building but neutral until guidance or new data shifts expectations. Read More.
• Negative Sentiment: Insider selling: CEO Anthony Wood disclosed sale of 50,000 shares (~$4.54M), which can trigger near‑term selling and investor caution. Read More.
• Negative Sentiment: Profitability & valuation remain a concern — despite the beat Roku still reports a small negative net margin and negative ROE, and some models show FY EPS remains negative; investors may trim positions after the post‑earnings rally given elevated multiples. Read More.
• Negative Sentiment: Broader market weakness / macro headlines — mixed futures, weak housing data and rotating sector flows have pressured momentum stocks today, likely contributing to Roku’s pullback despite company‑specific positives. Read More.

Roku Company Profile

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.