ROKU ($ROKU) posted quarterly earnings results for Q1 2026 on Thursday, April 30th. The company reported earnings of $0.57 per share, beating estimates of $0.33 by $0.24. The company also reported revenue of $1,248,880,000, beating estimates of $1,228,002,877 by $20,877,123.
Stock price change since market close: +10.84%
You can see Quiver Quantitative's $ROKU stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ROKU Insider Trading Activity
ROKU insiders have traded $ROKU stock on the open market 90 times in the past 6 months. Of those trades, 0 have been purchases and 90 have been sales.
Here’s a breakdown of recent trading of $ROKU stock by insiders over the last 6 months:
- CHARLES COLLIER (President, Roku Media) has made 0 purchases and 15 sales selling 566,342 shares for an estimated $62,549,603.
- ANTHONY J. WOOD (CEO and Chairman BOD) has made 0 purchases and 34 sales selling 393,700 shares for an estimated $40,589,272.
- DAN JEDDA (CFO & COO) has made 0 purchases and 14 sales selling 34,000 shares for an estimated $3,371,346.
- NEIL D HUNT has made 0 purchases and 19 sales selling 12,000 shares for an estimated $1,202,987.
- GILBERT FUCHSBERG (President, Subscriptions) has made 0 purchases and 2 sales selling 6,500 shares for an estimated $664,137.
- MATTHEW C. BANKS (VP, CAO) has made 0 purchases and 5 sales selling 3,623 shares for an estimated $356,103.
- CHRISTOPHER T. HANDMAN (SVP & General Counsel) sold 2,999 shares for an estimated $286,614
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
ROKU Hedge Fund Activity
We have seen 360 institutional investors add shares of ROKU stock to their portfolio, and 269 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 5,618,290 shares (-29.1%) from their portfolio in Q4 2025, for an estimated $609,528,282
- ARK INVESTMENT MANAGEMENT LLC removed 1,470,118 shares (-20.0%) from their portfolio in Q4 2025, for an estimated $159,493,101
- BALYASNY ASSET MANAGEMENT L.P. added 1,465,213 shares (+965.1%) to their portfolio in Q4 2025, for an estimated $158,960,958
- FRED ALGER MANAGEMENT, LLC added 1,401,664 shares (+7087.7%) to their portfolio in Q4 2025, for an estimated $152,066,527
- SUMITOMO MITSUI TRUST GROUP, INC. removed 1,094,883 shares (-36.9%) from their portfolio in Q1 2026, for an estimated $103,597,829
- HOLOCENE ADVISORS, LP removed 898,489 shares (-54.4%) from their portfolio in Q4 2025, for an estimated $97,477,071
- MARSHALL WACE, LLP removed 879,318 shares (-62.4%) from their portfolio in Q4 2025, for an estimated $95,397,209
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
ROKU Analyst Ratings
Wall Street analysts have issued reports on $ROKU in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Pivotal Research issued a "Buy" rating on 02/16/2026
- Needham issued a "Buy" rating on 02/13/2026
- B of A Securities issued a "Buy" rating on 01/12/2026
- Evercore ISI Group issued a "Outperform" rating on 01/08/2026
- Arete Research issued a "Buy" rating on 01/05/2026
- Jefferies issued a "Buy" rating on 12/11/2025
- Guggenheim issued a "Buy" rating on 12/04/2025
To track analyst ratings and price targets for ROKU, check out Quiver Quantitative's $ROKU forecast page.
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 $137.0.
Here are some recent targets:
- Justin Patterson from Keybanc set a target price of $140.0 on 04/24/2026
- Michael Morris from Guggenheim set a target price of $130.0 on 04/22/2026
- Vikram Kesavabhotla from Baird set a target price of $130.0 on 04/17/2026
- James Heaney from Jefferies set a target price of $140.0 on 04/13/2026
- Jeffrey Wlodarczak from Pivotal Research set a target price of $140.0 on 02/16/2026
- Jason Helfstein from Oppenheimer set a target price of $120.0 on 02/13/2026
- Thomas Champion from Piper Sandler set a target price of $140.0 on 02/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Check out the Quiver Quantitative API to build on top of data on congressional stock trading, insider transactions, hedge fund moves, and more.
