We just received data on a new analyst forecast for $ROKU. Laura Martin from Needham set a price target of 110.0 for ROKU.
To track analyst ratings and price targets for $ROKU, check out Quiver Quantitative's $ROKU forecast page.
Should you buy $ROKU?
Some analysts are better than others. To view the past performance of Needham, check out Quiver’s Analyst Ratings dashboard. You can also see Quiver’s Analyst Buys Strategy, which uses a proprietary method to track the companies being recommended by the top Wall Street analysts.
$ROKU Price Targets
Multiple analysts have issued price targets for $ROKU recently. We have seen 17 analysts offer price targets for $ROKU in the last 6 months, with a median target of $128.0.
Here are some recent targets:
- Laura Martin from Needham set a target price of $110.0 on 02/13/2026
- Jason Helfstein from Oppenheimer set a target price of $105.0 on 02/06/2026
- Justin Patterson from Keybanc set a target price of $128.0 on 02/03/2026
- Ruplu Bhattacharya from B of A Securities set a target price of $140.0 on 01/12/2026
- Shweta Khajuria from Evercore ISI Group set a target price of $145.0 on 01/08/2026
- David Mak from Arete Research set a target price of $132.0 on 01/05/2026
- Cory Carpenter from JP Morgan set a target price of $125.0 on 12/12/2025
$ROKU Insider Trading Activity
$ROKU insiders have traded $ROKU stock on the open market 85 times in the past 6 months. Of those trades, 0 have been purchases and 85 have been sales.
Here’s a breakdown of recent trading of $ROKU stock by insiders over the last 6 months:
- ANTHONY J. WOOD (CEO and Chairman BOD) has made 0 purchases and 38 sales selling 375,000 shares for an estimated $38,148,223.
- CHARLES COLLIER (President, Roku Media) has made 0 purchases and 21 sales selling 311,117 shares for an estimated $33,397,176.
- MUSTAFA OZGEN (Pres, Devices, Prod, and Tech) sold 50,527 shares for an estimated $5,052,700
- DAN JEDDA (CFO & COO) has made 0 purchases and 7 sales selling 18,000 shares for an estimated $1,780,500.
- NEIL D HUNT has made 0 purchases and 13 sales selling 8,000 shares for an estimated $816,504.
- MATTHEW C. BANKS (VP, CAO) has made 0 purchases and 4 sales selling 4,359 shares for an estimated $431,085.
- GILBERT FUCHSBERG (President, Subscriptions) sold 3,250 shares for an estimated $353,535
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ROKU Revenue
$ROKU had revenues of $1.4B in Q4 2025. This is an increase of 16.14% from the same period in the prior year.
You can track ROKU financials on Quiver Quantitative's ROKU stock page.
$ROKU Hedge Fund Activity
We have seen 345 institutional investors add shares of $ROKU stock to their portfolio, and 282 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 1,897,407 shares (+275.5%) to their portfolio in Q3 2025, for an estimated $189,987,362
- TABLEAUX LLC removed 1,887,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $188,945,310
- TWO SIGMA INVESTMENTS, LP added 1,825,651 shares (+525.3%) to their portfolio in Q3 2025, for an estimated $182,802,434
- D. E. SHAW & CO., INC. added 1,645,670 shares (+2319.0%) to their portfolio in Q3 2025, for an estimated $164,780,937
- TWO SIGMA ADVISERS, LP added 1,551,000 shares (+5035.7%) to their portfolio in Q3 2025, for an estimated $155,301,630
- ARK INVESTMENT MANAGEMENT LLC removed 1,470,118 shares (-20.0%) from their portfolio in Q4 2025, for an estimated $159,493,101
- HOLOCENE ADVISORS, LP added 1,285,585 shares (+352.3%) to their portfolio in Q3 2025, for an estimated $128,725,626
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
