Roku (ROKU) Projected to Post Quarterly Earnings on Thursday

Roku (NASDAQ:ROKU) is expected to announce its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect the company to announce earnings of $0.28 per share and revenue of $1.3531 billion for the quarter. Investors may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, February 12, 2026 at 5:00 PM ET.

Roku Trading Up 2.7%

Shares of ROKU opened at $90.91 on Wednesday. Roku has a 12-month low of $52.43 and a 12-month high of $116.66. The company has a market cap of $13.43 billion, a PE ratio of -454.53 and a beta of 1.99. The stock has a 50-day moving average price of $104.48 and a 200-day moving average price of $99.07.

Key Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Analysts and commentators expect Roku to report strong Platform momentum and record EBITDA in its Q4 report, suggesting upside to subscription and ad revenue that could support the stock. ROKU Set to Report Q4 Earnings: What’s in the Cards for the Stock?
• Positive Sentiment: Some previews argue Roku could surprise the market on Q4 results, which would reinforce investor confidence in Platform monetization and ad growth as the primary earnings driver. Roku Should Surprise Markets This Week (Q4 Preview)
• Neutral Sentiment: Industry coverage highlights a free Roku upgrade adding channels and money-saving features (non-TV hardware), which can boost engagement and platform time but has limited immediate revenue impact. Your Roku just got a free upgrade that could save you money – no Roku TV required
• Neutral Sentiment: Analyst previews provide detail on the KPIs investors will watch (MAUs, engagement, ARPU, device revenue/margins), helping set expectations but not changing fundamentals yet. ROKU Q4 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures
• Neutral Sentiment: Retail promotions (e.g., Roku Streaming Stick HD on sale) and lists of free Roku apps/content (including a Martha Stewart channel) can nudge incremental device and engagement metrics but may pressure device margins. The Roku Streaming Stick HD is just $15 at Amazon — save over $10 right now
• Negative Sentiment: A new class-action lawsuit alleges Roku TVs randomly stopped working for some users, raising potential legal/recall risks and consumer-friction headlines that could weigh on sentiment if developments escalate. If your Roku TV randomly stopped working, you’ll want to know about this lawsuit

Wall Street Analyst Weigh In

Several brokerages have issued reports on ROKU. UBS Group lifted their target price on shares of Roku from $95.00 to $103.00 and gave the company a “neutral” rating in a research report on Monday, November 3rd. Citizens Jmp reaffirmed a “market outperform” rating and set a $145.00 price objective on shares of Roku in a report on Tuesday, December 2nd. Wells Fargo & Company reiterated an “overweight” rating on shares of Roku in a research report on Monday, January 5th. Morgan Stanley set a $135.00 price target on Roku and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Finally, Bank of America upped their price objective on Roku from $115.00 to $140.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Twenty-three investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $118.72.

Insider Activity at Roku

In related news, Director Neil D. Hunt sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $96.48, for a total transaction of $192,960.00. Following the transaction, the director directly owned 7,782 shares in the company, valued at $750,807.36. This trade represents a 20.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Matthew C. Banks sold 729 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $109.04, for a total value of $79,490.16. Following the sale, the chief accounting officer directly owned 5,825 shares of the company’s stock, valued at approximately $635,158. This trade represents a 11.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 184,790 shares of company stock worth $19,685,259 over the last three months. Corporate insiders own 13.98% of the company’s stock.

Hedge Funds Weigh In On Roku

A number of hedge funds have recently modified their holdings of ROKU. Rakuten Securities Inc. grew its stake in shares of Roku by 55.6% in the second quarter. Rakuten Securities Inc. now owns 442 shares of the company’s stock worth $39,000 after purchasing an additional 158 shares during the last quarter. National Bank of Canada FI purchased a new stake in Roku in the 3rd quarter worth approximately $51,000. Larson Financial Group LLC lifted its holdings in Roku by 32.1% in the 3rd quarter. Larson Financial Group LLC now owns 556 shares of the company’s stock worth $56,000 after buying an additional 135 shares during the period. EverSource Wealth Advisors LLC grew its position in shares of Roku by 145.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,394 shares of the company’s stock worth $123,000 after buying an additional 826 shares during the last quarter. Finally, Parallel Advisors LLC increased its stake in shares of Roku by 12.9% during the third quarter. Parallel Advisors LLC now owns 1,597 shares of the company’s stock valued at $160,000 after buying an additional 182 shares during the period. Hedge funds and other 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.