Roku Inc (ROKU) Stock AnalysisROKURoku Inc

Roku, Inc. is a TV streaming platform in the United States, Canada, and Mexico. The Company connects viewers to the content they love, enables content publishers to build and monetize audiences through advertising and subscriptions, and provides advertisers with capabilities to reach and engage consumers. The Company's segments include Advertising, Subscriptions, and Devices. The Company's Advertising segment includes the sale of digital advertising, including direct and programmatic video advertising, ads integrated into its user interface (UI), and related services. The Company's Subscriptions segment includes the sale of subscriptions to end users. The Company's Devices segment includes the sale of streaming players, Roku-made TVs, smart home products and services, audio products, and related accessories. The Company also owns and operates The Roku Channel, the home of premium and free entertainment; Howdy, a low-cost subscription service; and Frndly TV, a live TV streaming service. It operates in the Consumer Cyclicals sector (CABLE & OTHER PAY TELEVISION SERVICES industry).

Roku Inc is a good buy right now due to its current price of $154.54, which is close to the analyst price target of $160. The company has shown a strong year-to-date change of +42.14% and a gross margin of 49.73% in Q2 2026, indicating solid profitability. However, the main risk is the hedge fund selling, which has increased by 494.34% over the last quarter, suggesting potential downward pressure on the stock.

6 analysts cover ROKU: 2 rate it Buy, 3 Hold and 1 Sell. The average price target is 123.10.