NASDAQ:ROKU

Roku Inc (ROKU)

116.94
-3.97 (3.28%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Roku Inc (ROKU-Q) has shown impressive performance this year, gaining 21%, and even during challenging market conditions, it maintains upward momentum. The stock is favored by experts due to its targeted advertising capabilities, which continue to attract advertisers and drive growth. Despite concerns about its P/E ratio being initially perceived as excessive, overall sentiment towards the stock remains positive. Furthermore, analysts note a growing confidence in Roku’s financial numbers, reinforcing the belief that advertisers are increasingly keen to engage with the platform. Overall, Roku exemplifies strong potential and positive momentum in the market.

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Consensus
Positive
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Valuation
Fair Value
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Similar
Tubi, TUBI
DON'T BUY
Many have given up on this and it trades at 110x earnings. It's classed with Peloton and the lockdown stocks.
DON'T BUY
Roku reminds him of companies that thrived during the pandemic and thank heavens it's winding down. Roku is like Peloton.
DON'T BUY
Like Zoom, it's considered a stay-at-home stock, so it has negative sentiment.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 29/21, Up 0.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ROKU has triggered its stop at $355. We recommend covering the remaining position at this time. Combined with the previous recommendation to cover half the position, this will produce a net return on investment over 16%.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jun 17/21, Up 32.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ROKU is progressing well and has achieved our $471 target. To remain disciplined, we recommend covering 50% of the position and trailing up the stop (from $275) to $355.
COMMENT
They report Thursday. It was a fabulous lockdown stock. He thinks this can keep winning, BUT will this be reflected in a higher share price? It's one of the most expensive stocks in the entire market.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly ROKU is North America's largest streaming service, with over 51 million customers. It releases earnings May 6. Analysts expect EPS of ($0.18), an improvement of over 70% from last year. Sales growth has averaged over 40% over the past five years. The company has been adding to cash reserves, now estimated at over $1 billion. The company has seen a series of analyst upgrades over the past month, with one projecting a stock price of $475. We would buy this with a stop loss at $275, looking to achieve over $471 -- upside potential over 30%. Yield 0% (Analysts’ price target is $471.44)
DON'T BUY
A best in breed disruptor? It's very expensive, but its technology is terrific.
COMMENT
Has fallen 11% in the past week, plunging 5% today, swept up in the current rotation from 2020's winners into the reopening stocks (travel, leisure).
BUY
They report Thursday. One of his favourite streaming plays, a cord-cutting kingpin. Many wonder when their gains will stop, but remember it took cable decades to dethrone TV.
BUY ON WEAKNESS

Roku has become the preferred way to stream through devices or software built it into more and more smart TVs. It's jumped nearly 30% in the past 12 trading days. Two weeks ago, Roku released early quuarterly data which was terrific including over 50 million users. The stock declined, then rallied to this day. JPM started coverage of ROKU with an overweight rating and price target of $475. There's upside here, but ROKU now trades at 20x sales, which is expensive in this sector. If you've made money, then take some profits.

BUY ON WEAKNESS
Filed a strong quarter last Thursday with strong sales and profits. They added 2.9 million users, easily beating estimates with 20% higher revenues per viewer YOY. They offered strong guidance over the holiday season. Sold off badly today, but it's still up 10% in the last 6 sessions. Buy gradually into weakness. Cord-cutting is a powerful, long-term trend that Covid isn't stopping. Covid may drive a strong Christmas for them.
BUY
Is one of 7 growth stocks where investors don't care about earnings during this pandemic, so buy them: The thesis that feeds this is that there's nothing worth watching on TV except sports. Forget watching ads in traditional TV. Roku lets you watch ad-free TV anytime you want. It's up 66% YTD.
BUY

Part of his Fear Factor portfolio of stocks that will thrive with or without government stimulus during Covid The de-facto entertainment company during Covid. Lets you stream video from your web to the TV. Prefers it to Netflix, because it gives you access to everything, not just betting on one streamer.

BUY ON WEAKNESS
He did own this one and it is on his radar again. He would like to buy in the mid-$80s. Their streaming and hardware strength makes it a good opportunity.
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