Roku (NASDAQ:ROKU) CEO Anthony Wood Sells 50,000 Shares of Stock

Roku, Inc. (NASDAQ:ROKU) CEO Anthony Wood sold 50,000 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $90.79, for a total value of $4,539,500.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Roku Stock Performance

NASDAQ:ROKU opened at $82.93 on Friday. The business’s fifty day moving average is $104.15 and its 200 day moving average is $98.88. The firm has a market cap of $12.25 billion, a price-to-earnings ratio of -414.63 and a beta of 1.99. Roku, Inc. has a 52-week low of $52.43 and a 52-week high of $116.66.

Roku (NASDAQ:ROKU) last issued its earnings results on Thursday, February 12th. The company reported $0.53 EPS for the quarter, topping 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 the consensus estimate of $1.35 billion. During the same quarter last year, the company earned ($0.24) EPS. The firm’s revenue was up 16.1% compared to the same quarter last year. Equities analysts predict that Roku, Inc. will post -0.3 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Wells Fargo & Company reiterated an “overweight” rating on shares of Roku in a research note on Monday, January 5th. Zacks Research upgraded Roku from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Pivotal Research lifted their price objective on Roku from $120.00 to $135.00 and gave the company a “buy” rating in a research note on Monday, November 3rd. JPMorgan Chase & Co. upped their target price on Roku from $115.00 to $125.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Finally, 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $118.72.

Institutional Investors Weigh In On Roku

Several hedge funds have recently added to or reduced their stakes in the company. Advisors Asset Management Inc. purchased a new position in shares of Roku in the 4th quarter worth about $101,000. Northwest & Ethical Investments L.P. bought a new stake in Roku in the 4th quarter worth approximately $288,000. Federation des caisses Desjardins du Quebec boosted its stake in Roku by 16.6% in the fourth quarter. Federation des caisses Desjardins du Quebec now owns 11,401 shares of the company’s stock worth $1,237,000 after buying an additional 1,625 shares in the last quarter. DRW Securities LLC grew its position in Roku by 104.2% during the fourth quarter. DRW Securities LLC now owns 3,038 shares of the company’s stock valued at $330,000 after acquiring an additional 74,552 shares during the last quarter. Finally, Index Technologies Group LLC bought a new position in Roku during the fourth quarter valued at approximately $254,000. Institutional investors own 86.30% of the company’s stock.

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 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.