Roku (NASDAQ:ROKU) Insider Gilbert Fuchsberg Sells 3,250 Shares of Stock

Roku, Inc. (NASDAQ:ROKU) insider Gilbert Fuchsberg sold 3,250 shares of Roku stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $95.57, for a total value of $310,602.50. Following the completion of the sale, the insider owned 60,456 shares in the company, valued at approximately $5,777,779.92. This represents a 5.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link.

Gilbert Fuchsberg also recently made the following trade(s):

• On Friday, December 12th, Gilbert Fuchsberg sold 3,250 shares of Roku stock. The shares were sold at an average price of $108.78, for a total value of $353,535.00.

Roku Stock Performance

ROKU stock traded up $3.12 on Thursday, reaching $100.63. The company’s stock had a trading volume of 460,735 shares, compared to its average volume of 3,773,644. The firm has a market cap of $14.84 billion, a PE ratio of 176.55 and a beta of 1.98. The business has a fifty day simple moving average of $99.72 and a two-hundred day simple moving average of $99.44. Roku, Inc. has a 12-month low of $52.43 and a 12-month high of $116.66.

Roku (NASDAQ:ROKU) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $1.35 billion. During the same period in the previous year, the firm earned ($0.24) EPS. The company’s quarterly revenue was up 16.1% compared to the same quarter last year. As a group, research analysts anticipate that Roku, Inc. will post -0.3 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on ROKU. Piper Sandler reaffirmed an “overweight” rating and set a $140.00 price objective (up from $135.00) on shares of Roku in a research report on Friday, February 13th. Wall Street Zen raised Roku from a “hold” rating to a “buy” rating in a research report on Sunday, December 7th. Wells Fargo & Company lifted their price target on Roku from $116.00 to $137.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Zacks Research raised Roku from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Finally, Citigroup reiterated a “market outperform” rating on shares of Roku in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Roku presently has a consensus rating of “Moderate Buy” and an average target price of $125.40.

Key Stories Impacting Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Apple TV joined The Roku Channel’s Premium Subscriptions, making it easier for Roku to capture subscription revenue and deepen user engagement — a direct monetization win for the platform. Roku Adds Apple TV to Premium Subscriptions
• Positive Sentiment: High-profile endorsement: Jim Cramer publicly called Roku “a very smart thing to buy,” which can boost retail investor interest and short‑term buying momentum. Jim Cramer on Roku
• Positive Sentiment: Product improvement — Roku rolled out a requested Search tool inside its Live TV Guide, improving user experience for free-ad-supported (FAST) viewing and potentially increasing ad impressions and engagement. Roku finally rolls out Search tool within the Live TV Guide users requested
• Neutral Sentiment: An independent valuation note nudged Roku’s intrinsic value slightly lower (from $127.44 to $127.07), a tiny adjustment that mainly signals analysts are re‑weighing 2026 catalysts vs. execution risk rather than a major fundamental downgrade. Rethinking The Roku Story
• Neutral Sentiment: Management outreach — Roku presented at the Morgan Stanley TMT conference (transcript available). These presentations reduce information asymmetry and can clarify guidance but usually move the stock only if new guidance or metrics are provided. Roku Presents at Morgan Stanley TMT Conference – Transcript
• Neutral Sentiment: Device discount headlines — multiple outlets noted the Roku Streaming Stick HD on heavy promotion (near 50% off), which may boost activations and platform scale but could compress near‑term hardware margins. Roku Streaming Stick HD deal
• Neutral Sentiment: Pop-culture/engagement item — coverage about Roku screen savers (e.g., “Punch the Monkey”) is lightweight but supports brand engagement rather than fundamentals. Where to find Punch the Monkey
• Negative Sentiment: Insider selling — several executives and directors disclosed sales totaling multiple thousands of shares at ~\$95–\$98. While insider sales can be routine (liquidity, diversification), clustered sales by multiple insiders can create short‑term concern about insider conviction. Insider Form 4 filings

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. AQR Capital Management LLC increased its position in shares of Roku by 275.5% during the third quarter. AQR Capital Management LLC now owns 2,586,125 shares of the company’s stock valued at $258,897,000 after acquiring an additional 1,897,407 shares in the last quarter. Tableaux LLC purchased a new stake in Roku during the 2nd quarter valued at $1,746,000. Fred Alger Management LLC boosted its stake in Roku by 7,087.7% during the 4th quarter. Fred Alger Management LLC now owns 1,421,440 shares of the company’s stock valued at $154,212,000 after purchasing an additional 1,401,664 shares during the last quarter. Holocene Advisors LP increased its holdings in shares of Roku by 352.3% in the 3rd quarter. Holocene Advisors LP now owns 1,650,448 shares of the company’s stock worth $165,259,000 after purchasing an additional 1,285,585 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Roku in the fourth quarter worth $92,808,000. Institutional investors own 86.30% of the company’s stock.

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.