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Roku, Inc.
ROKU · Price history
Price at last available close
$156.41
+$4.13 (+2.71%) 1M
2026-10-30
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Company & revenue
About Roku, Inc.
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Roku, Inc., alongside its affiliated companies, operates a significant platform for television streaming. The enterprise is segmented into two primary areas: Platform and Player. Through its platform, users can effortlessly explore and access a vast selection of content, including films, television series, live broadcasts, news updates, sports events, and other forms of entertainment.
How they make money
Roku operates a three-phased business model focused on growing scale, engagement, and monetization. The company generates revenue primarily through its Platform segment, which includes digital advertising, subscription services, and content distribution, and its Devices segment, which involves the sale of streaming players and licensing of the Roku TV OS to original equipment manufacturers.
Products & services
Roku provides a TV streaming platform that includes streaming players, smart TVs, smart projectors, the Roku TV OS, and The Roku Channel, which offers ad-supported and subscription-based content.
Brands & revenue mix
The primary brand for streaming players, smart TVs, and the streaming platform.
Separate brand revenue is not available in this research.Source
A branded streaming service offering ad-supported and subscription content.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer concentration
The company does not disclose specific customer concentration in its 2025 annual report.
Suppliers, materials & equipment
- Contract Manufacturers — Unnamed third-party manufacturers that assemble Roku's streaming players and other hardware products.Source
Business relationships & partnerships
- Roku TV OEM Partners — Original equipment manufacturers that license the Roku TV OS and leverage Roku's smart TV reference designs to manufacture and sell Roku TV models.Source
Competitors
Strengths
Sources
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
35
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
59
Fair
Financial Strength
45
Business Quality / Moat
88
Management
80
Growth Quality
47
Risk / Durability
10
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
33
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
42/100
Building Historical Record
Model Score 42/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
- •Recent buyback activity is present
- •Debt service risk
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
- •Asset quality is a weaker factor
Company-specific research
Questions worth answering for ROKU
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can ROKU maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is ROKU's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •How is ROKU likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •What future growth or profitability would be needed to justify ROKU's current valuation?
Essential Investment Snapshot
Wall Street Score
35
Opportunity Score
33
Market Cap
$20.68B
P/E Ratio
64.3
EPS
$2.40
52-Week High
$159.89
52-Week Low
$78.53
Beta
2.05
Intrinsic Value
$91.71
Analyst Target
$160.00
Shares Outstanding
150.9M
Total Revenue
$5.21B
Total Debt
$474.1M
Dividend
No current dividend
Liquidation Value / Share
$18.71
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Neutral / mixed momentum
Low movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for ROKU
Detected from reported data — verify before acting.Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Debt service risk
Interest coverage is low (~-3.0x). Earnings may be strained to cover interest expense.
Community Sentiment
0 active · 0 total callsNo personal call yet on ROKU.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Leading TV streaming platform scale in North America.
- +Proprietary Roku TV OS and reference designs.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Entertainment industry.
- −Dependence on third-party content partners and advertisers.
- −Intense competition in the streaming industry.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
4 historical score records availablePrevious Score
35
Oct 15, 2026
Change
Unchanged
Current Score
35
Oct 19, 2026
Category Changes
ROKU score was unchanged.
Projected Score
Projected Score
44
Projected Change
+9.7 points
Preliminary comparable-period financial changes suggest improvement of approximately 9.7 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
OvervaluedCurrent Price
$156.49
Model Intrinsic Value
$91.71
Difference
+$64.78
+70.6% vs IV
Margin of Safety
-70.6%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.21B | $4.74B | $4.11B | $3.48B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $2.84B | $2.66B | $2.31B | $1.96B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $2.37B | $2.07B | $1.81B | $1.52B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $736.1M | $729.5M | $720.1M | $878.5M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $1.75B | $1.35B | $1.30B | $1.44B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $2.10B | $2.08B | $2.02B | $2.31B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $649.0M | $436.4M | $219.9M | -$362.9M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $273.4M | -$5.6M | -$218.2M | -$792.4M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $2.1M | $1.9M | $411K | $730K | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $387.8M | $93.9M | -$120.0M | -$699.4M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $32.6M | $5.5M | $9.4M | $10.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $355.2M | $88.4M | -$129.4M | -$709.6M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $2.40 | $0.60 | $-0.89 | $-5.01 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 148M | 147M | 145M | 142M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 152M | 151M | 145M | 142M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$1.35B
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$1.08
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-16.4%
Cash Change
-11.2%
Margin Change
+11.2 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Debt reduced
What Weakened
- Cash position declined
Potential Score Impact
Positive indicators included revenue growth, EPS growth, debt levels, net income margin. Pressure indicators included cash levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 21.9%. EPS increased 1442.9%. Cash declined 11.2%. Total debt declined 16.4%. Net income margin improved by 11.2 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
45
Smart Money
45
Number of Gurus
4
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
4 historical recordsHistorical Score Chart
3 of 4 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · ROKU
Corporate developments & opportunities
No reviewed developments match this filter.
The reliability percentage measures the strength of the supporting evidence—not the probability that the event will occur or that the stock will rise. Rumor Mill is separate from the WSS score.
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