Market Cap
$22.6B
ROKU
ROKU, INC
$151.26 ▼ -0.67%
Prev close $152.28Market cap$22.6B
ConsensusSell
12-mo target$162.33 (+7.3%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (7 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Streaming & Digital Media
Snapshot
The big-picture read on ROKU right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (39%)
Inst. Holders
50 funds
Inst. Value
$12.0B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $6.0M sell
Insider Net $
-$6.0M
Social Sentiment
60° Warm
SEC Reports
20
Price chart 30d -4.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 short_volume
Short Volume: ROKU — 56.7% short (0.5M / 0.9M)
Short: 489,499 | Exempt: 4 | TRF Vol: 863,198 | Short Ratio: 56.7% | Off-exchange volume (dark pool
Sep 15, 2026 Insider
Jedda Dan sold 7,000 shares
CFO & COO @ $156.81 ($1.1M)
Sep 14, 2026 Insider
Sep 9, 2026 SEC Wood Anthony J. gifted 24,109 shares
CEO and Chairman BOD
Six Roku insiders sold a total of $2.28M in open-market shares over a 7-day window, including the President of Roku Medi
CLUSTER — Impact 3/10
A cluster of insider selling at Roku on September 2, 2026, involved multiple senior executives including the Presidents
CLUSTER — Impact 2/10
Sep 4, 2026 Insider
Sep 1, 2026 SEC Collier Charles sold 8,843 shares
President, Roku Media @ $156.87 ($1.4M)
Roku has filed a definitive merger proxy (DEFM14A) for its acquisition by Fox Corporation (FOX). Roku stockholders will
DEFM14A — Impact 7/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
13,381,980 shares ($1.8B)
Analyst ratings buy % -47.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
39% rate it Buy or better · 36 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | Wedbush | REITERATE | Neutral | 57% |
| Aug 14, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
| Aug 10, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Guggenheim | DOWNGRADE | Neutral | 52% |
| Aug 7, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Jul 17, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jun 16, 2026 | Loop Capital | DOWNGRADE | Hold | 54% |
| Jun 16, 2026 | Wedbush | DOWNGRADE | Neutral | 57% |
| Jun 16, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 11 | 22 | 0 | 0 | 39% | |
| Aug 1, 2026 | 4 | 13 | 18 | 0 | 0 | 49% | |
| Jul 1, 2026 | 4 | 13 | 18 | 0 | 0 | 49% | |
| Jun 1, 2026 | 12 | 21 | 5 | 0 | 0 | 87% | |
| May 1, 2026 | 12 | 21 | 5 | 0 | 0 | 87% | |
| Apr 1, 2026 | 12 | 21 | 5 | 0 | 0 | 87% | |
| Mar 1, 2026 | 12 | 20 | 6 | 0 | 0 | 84% | |
| Feb 1, 2026 | 10 | 19 | 9 | 0 | 0 | 76% |
Price targets
Where 20 covering analysts think ROKU trades over the next 12 months.
$162.33 +7.3% upside Buy
Current$151.26 Low$150.00 Median$160.00 High$205.00 20 analysts
$150.00$205.00
Analyst rating Hold· 2.5/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 4 bullish, 2 bearish, 0 mixed, 14 neutral · avg impact 3.7/10.
NEUTRALCLUSTER3/10
Six Roku insiders sold a total of $2.28M in open-market shares over a 7-day window, including the Pr
Sep 9, 2026
NEUTRALCLUSTER2/10
A cluster of insider selling at Roku on September 2, 2026, involved multiple senior executives inclu
Sep 4, 2026
BULLISHDEFM14A7/10
Roku has filed a definitive merger proxy (DEFM14A) for its acquisition by Fox Corporation (FOX). Rok
Sep 1, 2026
BEARISHCLUSTER5/10
No summary provided
Aug 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: ROKU — 56.7% short (0.5M / 0.9M)
Short: 489,499 | Exempt: 4 | TRF Vol: 863,198 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: ROKU — 2.3M shares, 46,498 trades
Week starting 2026-09-07. Total ATS volume: 2,254,641 shares across 46,498 trades.
Aug 31, 2026
dark_pool
Dark Pool: ROKU — 2.3M shares, 42,725 trades
Week starting 2026-08-31. Total ATS volume: 2,260,235 shares across 42,725 trades.
Aug 31, 2026
short_interest_report
Short Interest: ROKU down 24% to 8.0M shares
Settlement 2026-08-31 | Days to cover: 3.97 | ≈5.37% of shares outstanding (est.)
Aug 25, 2026
short_volume
Short Volume: ROKU — 63.8% short (0.5M / 0.8M)
Short: 502,907 | Exempt: 218 | TRF Vol: 788,016 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.55 | $0.51–$0.60 | 242.5% | -0.4% | 1↑ 0↓ | $1.4B | 5 |
| Next Q | $0.78 | $0.72–$0.85 | 46.4% | +1.1% | 1↑ 1↓ | $1.6B | 5 |
| Current FY | $2.99 | $2.89–$3.08 | 394.9% | +0.1% | 4↑ 0↓ | $5.6B | 5 |
| Next FY | $3.95 | $3.47–$4.66 | 32.1% | +0.7% | 3↑ 0↓ | $6.3B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.548 | — |
| 7d ago | $0.550 | -0.002 |
| 30d ago | $0.550 | -0.002 |
| 60d ago | $0.511 | +0.037 |
| 90d ago | $0.511 | +0.037 |
Institutional ownership
Which big funds own ROKU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $12.0B total value (87,021,879 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,381,980 | $1.8B | 15.4% | ADD +80.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,926,115 | $818.6M | 6.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,875,815 | $811.7M | 6.8% | — |
| FMR LLC | 5,310,616 | $733.6M | 6.1% | TRIM -68.8% |
| Pentwater Capital Management LP | 4,325,000 | $597.5M | 5.0% | NEW |
| STATE STREET CORP | 4,115,278 | $568.5M | 4.7% | ADD +81.9% |
| BALYASNY ASSET MANAGEMENT L.P. | 3,147,789 | $434.8M | 3.6% | DOUBLED +1277.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,064,548 | $424.0M | 3.5% | — |
| GOLDMAN SACHS GROUP INC | 2,649,231 | $366.0M | 3.1% | DOUBLED +177.5% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2,072,383 | $286.3M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 7,426,295 | 13,381,980 | +80.2% | $1.8B |
| FMR LLC | TRIM | 17,011,060 | 5,310,616 | -68.8% | $733.6M |
| Pentwater Capital Management LP | NEW | — | 4,325,000 | — | $597.5M |
| STATE STREET CORP | ADD | 2,262,711 | 4,115,278 | +81.9% | $568.5M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 228,587 | 3,147,789 | +1277.1% | $434.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 954,524 | 2,649,231 | +177.5% | $366.0M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 355,668 | 1,883,645 | +429.6% | $260.2M |
| CITADEL ADVISORS LLC | ADD | 1,280,965 | 1,822,022 | +42.2% | $251.7M |
| UBS Group AG | DOUBLED | 496,165 | 1,687,090 | +240.0% | $233.1M |
| MORGAN STANLEY | TRIM | 1,730,796 | 1,135,256 | -34.4% | $156.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$6.0M — $0.00 bought, $6.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Jedda Dan | CFO & COO | SELL | 7,000 | $156.81 | $1.1M |
| Sep 14, 2026 | Wood Anthony J. | CEO and Chairman BOD | GIFT | 24,109 | — | — |
| Sep 4, 2026 | Collier Charles | President, Roku Media | SELL | 8,843 | $156.87 | $1.4M |
| Sep 4, 2026 | Collier Charles | President, Roku Media | EXERCISE | 10,269 | $49.59 | $509.2K |
| Sep 4, 2026 | Collier Charles | President, Roku Media | SELL | 1,426 | $157.73 | $224.9K |
| Sep 2, 2026 | Fuchsberg Gilbert | President, Subscriptions | SELL | 4,824 | $155.64 | $750.8K |
| Sep 2, 2026 | Handman Christopher T. | SVP & General Counsel | SELL | 2,999 | $155.64 | $466.8K |
| Sep 2, 2026 | Ozgen Mustafa | Pres, Devices, Prod, and Tech | SELL | 3,410 | $155.64 | $530.7K |
| Sep 2, 2026 | Collier Charles | President, Roku Media | SELL | 655 | $157.01 | $102.8K |
| Sep 2, 2026 | Collier Charles | President, Roku Media | SELL | 1,390 | $156.84 | $218.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ROKU.
Shares short
7,582,435
Settlement Sep 15, 2026
Change vs prior
-4.9%
Semi-monthly cycle
Days to cover
3.0
At avg daily volume
Of shares outstanding
≈5.1%
Estimate — not % of float
All ROKU filing & press-release reports (35)
- CLUSTER reportSep 9, 2026
- CLUSTER reportSep 4, 2026
- DEFM14A reportSep 1, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 6, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJul 2, 2026
- 8-K reportJun 19, 2026
- CLUSTER reportJun 16, 2026
- 425 reportJun 15, 2026
- 425 reportJun 15, 2026
- 425 reportJun 15, 2026
- 425 reportJun 15, 2026
- 8-K reportJun 15, 2026
- CLUSTER reportJun 13, 2026
- CLUSTER reportJun 13, 2026
- CLUSTER reportJun 13, 2026
- CLUSTER reportJun 13, 2026
- CLUSTER reportJun 13, 2026
- CLUSTER reportJun 11, 2026
- CLUSTER reportJun 8, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportJun 3, 2026
- 144 reportJun 1, 2026
- CLUSTER reportMay 18, 2026
- CLUSTER reportMay 13, 2026
- CLUSTER reportMay 5, 2026
- DEFA14A reportApr 24, 2026
- CLUSTER reportApr 16, 2026
- 8-K reportApr 13, 2026
- 144 reportApr 1, 2026
- CLUSTER reportMar 6, 2026
- CLUSTER reportMar 5, 2026
- INST-CLUSTER reportFeb 28, 2026