Krilogy Financial LLC Purchases New Position in Roku, Inc. $ROKU

Krilogy Financial LLC acquired a new position in Roku, Inc. (NASDAQ:ROKU) during the third quarter, HoldingsChannel.com reports. The fund acquired 9,327 shares of the company’s stock, valued at approximately $986,000.

Other large investors have also added to or reduced their stakes in the company. Stratos Wealth Partners LTD. raised its position in shares of Roku by 50.5% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 8,652 shares of the company’s stock valued at $866,000 after purchasing an additional 2,903 shares during the period. Bryce Point Capital LLC purchased a new stake in Roku in the 3rd quarter worth $637,000. RFG Advisory LLC bought a new stake in Roku during the third quarter valued at about $234,000. Smartleaf Asset Management LLC lifted its position in shares of Roku by 100.8% in the third quarter. Smartleaf Asset Management LLC now owns 747 shares of the company’s stock valued at $75,000 after acquiring an additional 375 shares in the last quarter. Finally, IQ EQ FUND MANAGEMENT IRELAND Ltd grew its position in shares of Roku by 51.8% during the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 181,455 shares of the company’s stock worth $18,169,000 after purchasing an additional 61,928 shares in the last quarter. Hedge funds and other institutional investors own 86.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Jefferies Financial Group upgraded Roku from a “hold” rating to a “buy” rating and upped their price target for the stock from $100.00 to $135.00 in a research note on Thursday, December 11th. Wedbush lifted their price target on shares of Roku from $115.00 to $130.00 and gave the company an “outperform” rating in a report on Thursday, December 11th. Wells Fargo & Company reiterated an “overweight” rating on shares of Roku in a research note on Monday, January 5th. UBS Group raised their price objective on Roku from $95.00 to $103.00 and gave the company a “neutral” rating in a research report on Monday, November 3rd. Finally, Rosenblatt Securities boosted their target price on Roku from $101.00 to $106.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Roku presently has a consensus rating of “Moderate Buy” and a consensus price target of $118.72.

Insider Transactions at Roku

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

Key Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Q4 EPS and revenue beat street expectations — Roku reported $0.53 EPS vs. a $0.28 consensus and revenue of $1.39B vs. $1.35B expected, indicating improving profitability and top‑line strength. Roku Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Raising FY revenue guide above consensus — Roku issued FY‑2026 revenue guidance (~$5.5B) above Street estimates and flagged a rebound in the digital ad market, supporting upside to ad‑revenue growth assumptions. Roku forecasts annual revenue above estimates
• Positive Sentiment: Product/monetization initiatives — Management signaled plans for premium subscription bundles and highlighted ad‑growth drivers (including an Amazon partnership), which could diversify ARPU and margins over time. Roku Breezes Past Wall Street’s Q4 Earnings Outlook, Signals Plan For Premium Subscription Bundles
• Neutral Sentiment: Analyst sentiment shifted positive — Zacks upgraded Roku to a “Strong Buy”, reflecting improving earnings momentum; upgrades can support sentiment but don’t guarantee continued price gains. Roku Upgraded to Strong Buy
• Neutral Sentiment: Investor materials and call — Roku released its Q4 and full‑year 2025 results and hosted a webcast (useful for detail but neutral until guidance/remarks change view). Roku Releases Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Insider selling — CEO Anthony Wood disclosed a sale of 50,000 shares (~$4.54M), which can prompt cautious investor reaction and add to near‑term selling pressure. SEC Form 4 – CEO Sale
• Negative Sentiment: Profitability/forward estimates still mixed — Despite the beat, Roku reported a small negative net margin and negative ROE; some sell‑side models still expect negative FY EPS, keeping valuation and path‑to‑consistent profitability in focus. MarketBeat Roku Summary

Roku Trading Down 5.6%

Shares of NASDAQ ROKU opened at $82.93 on Friday. Roku, Inc. has a 12-month low of $52.43 and a 12-month high of $116.66. The firm’s 50-day moving average price is $104.15 and its 200-day moving average price is $98.88. The stock has a market capitalization of $12.25 billion, a price-to-earnings ratio of -414.63 and a beta of 1.99.

Roku (NASDAQ:ROKU) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.28 by $0.25. Roku had a negative return on equity of 1.08% and a negative net margin of 0.61%.The business had revenue of $1.39 billion during the quarter, compared to analyst estimates of $1.35 billion. During the same period last year, the company earned ($0.24) EPS. The company’s revenue for the quarter was up 16.1% on a year-over-year basis. On average, equities analysts predict that Roku, Inc. will post -0.3 EPS for the current fiscal year.

Roku 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.