ROKU — Roku Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Roku Inc

Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others, as well as offers digital advertising services. The company also sells streaming players, Roku-branded TVs, smart home products and services, audio products, and related ac… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$120.58
Market Cap$18.34B
Float130.1M
Shares Outstanding131.2M
P/E (Forward)55.87
P/E (TTM)92.00
Price/Sales (TTM)3.69
vs. Analyst Target+20.0% to analyst PT
Profit Margin4.06%
Operating Margin (TTM)4.15%
Revenue (TTM)$4.97B
Earnings Growth (YoY)-64.90%
Dividend RateNone
Analyst Target Price$144.74 (32 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.78B -$17.5M $808M $49.9M
2021 $2.76B $242M $1.41B $409M
2022 $3.13B -$498M $1.44B -$149M
2023 $3.48B -$710M $1.52B -$363M
2024 $4.11B -$129M $1.81B $220M
2025 $4.74B $88.4M $2.07B $335M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $1.11B $10.5M
Sep 2025 $1.21B $24.8M
Dec 2025 $1.39B $80.5M
Mar 2026 $1.25B $85.7M

Ownership & Float

Insider Ownership0.6%
Institutional Ownership87.2%
Short Float5.7%
% of All Funds Holding7.95%
Number of Funds Holding653

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$110.97Near-term / short-term trend
Weekly40-Week SMA$102.13Medium-term trend
Weekly80-Week SMA$89.69Cyclical trend (business cycle)
Weekly200-Week SMA$76.16Secular trend (multi-year)
Monthly10-Month SMA$103.35Near-term monthly trend
Monthly20-Month SMA$90.02Medium-term monthly trend
Monthly40-Month SMA$80.12Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$86.00 support 1.11x 8 months ago

Historical Earnings Reactions (36 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.13% 1.17% 52.78% 31.37% -26.67%
1 Day 2.15% -0.46% 50.00% 54.94% -23.81%
1 Week 2.97% -1.30% 44.44% 111.20% -31.90%
2 Weeks 4.26% 0.10% 50.00% 109.50% -33.31%
1 Month 5.76% -0.94% 48.57% 149.20% -51.46%

Next earnings: April 30, 2026

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan4.6%44.4%9
Feb1.9%66.7%9
Mar-10.2%22.2%9
Apr1.7%44.4%9
May7.5%75.0%8
Jun9.4%87.5%8
Jul10.2%62.5%8
Aug9.9%75.0%8
Sep-3.6%50.0%8
Oct-2.6%33.3%9
Nov22.0%66.7%9
Dec-3.7%55.6%9

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.81% 55.8% 407
Tuesday 0.16% 51.9% 447
Wednesday 0.03% 48.5% 443
Thursday 0.07% 49.2% 435
Friday -0.12% 46.7% 437

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 87.2%

Insider Transactions — Smart Summary

Total insider ownership: 0.6%

Founder-led management: Anthony Wood (Founder, Chairman, President & CEO)

12-Month Insider Activity Summary

Total Filings67
Net Value-$146M
Net Shares Change-109,119
% of Float-0.1%
C-Suite Filings59
Clusters Detected13

Key Insiders

NameTitleNet ValueFilingsActivity
Collier Charles President, Roku Media -$2.2M 3 N/A
Jedda Dan CFO and COO -$1.4M 1 N/A
Fuchsberg Gilbert President, Subscriptions -$1.2M 1 N/A
Banks Matthew C. VP, Corp Controller and CAO -$1.0M 3 2 sell
Handman Christopher T. SVP and General Counsel -$865,345.43 1 N/A
Fyfield Mai -$71,749 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-30 – 2025-06-11 5 4 -$4.7M 4 C-suite
2025-07-10 – 2025-07-22 4 3 -$12.7M 4 C-suite
2025-08-05 – 2025-08-19 3 3 -$2.6M 3 C-suite
2025-09-10 – 2025-09-19 4 3 -$12.7M 4 C-suite
2025-10-02 – 2025-10-16 4 3 -$9.7M 4 C-suite
2025-10-27 – 2025-11-06 4 3 -$11.3M 3 C-suite
2025-11-12 – 2025-11-19 4 4 -$9.6M 4 C-suite
2025-12-03 – 2025-12-15 5 5 -$8.9M 4 C-suite
2026-01-06 – 2026-01-15 4 4 -$8.8M 3 C-suite
2026-02-19 – 2026-03-04 6 6 -$4.1M 5 C-suite
2026-03-06 – 2026-03-18 3 3 -$6.6M 3 C-suite
2026-04-03 – 2026-04-16 7 5 -$20.1M 6 C-suite
2026-04-21 – 2026-05-05 5 4 -$16.0M 4 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-05 Fuchsberg Gilbert President, Subscriptions -$1.2M Transaction at $125.52, now -3.9%
2025-08-05 Banks Matthew C. VP, Corp Controller and CAO -$285,768 Transaction at $85.05, now +41.8%
2026-03-18 Jedda Dan CFO and COO -$1.4M Transaction at $94.23, now +28.0%
2026-03-04 Collier Charles President, Roku Media -$1.6M Transaction at $96.83, now +24.5%
2026-04-16 Collier Charles President, Roku Media -$377,993.27 Transaction at $110.17, now +9.4%
2026-03-06 Collier Charles President, Roku Media -$171,500 Transaction at $100.00, now +20.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Roku Inc (ROKU) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for ROKU on Trend Edge →