ROKU ($ROKU) posted quarterly earnings results for Q2 2026 on Thursday, August 6th. The company reported earnings of $1.18 per share, beating estimates of $0.61 by $0.57. The company also reported revenue of $1,354,690,000, beating estimates of $1,323,658,692 by $31,031,308.
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 103 times in the past 6 months. Of those trades, 0 have been purchases and 103 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 30 sales selling 507,707 shares for an estimated $57,932,907.
- ANTHONY J. WOOD (CEO and Chairman BOD) has made 0 purchases and 23 sales selling 293,000 shares for an estimated $32,365,355.
- DAN JEDDA (CFO & COO) has made 0 purchases and 14 sales selling 46,000 shares for an estimated $5,287,386.
- GILBERT FUCHSBERG (President, Subscriptions) has made 0 purchases and 3 sales selling 17,219 shares for an estimated $2,071,605.
- MUSTAFA OZGEN (Pres, Devices, Prod, and Tech) sold 10,194 shares for an estimated $1,467,936
- NEIL D HUNT has made 0 purchases and 23 sales selling 12,000 shares for an estimated $1,462,704.
- CHRISTOPHER T. HANDMAN (SVP & General Counsel) has made 0 purchases and 2 sales selling 5,998 shares for an estimated $668,267.
- MATTHEW C. BANKS (VP, CAO) has made 0 purchases and 6 sales selling 3,821 shares for an estimated $456,486.
- MAI FYFIELD sold 832 shares for an estimated $99,540
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 insider transaction endpoint.
ROKU Hedge Fund Activity
We have seen 353 institutional investors add shares of ROKU stock to their portfolio, and 339 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 3,331,410 shares (+24.4%) to their portfolio in Q1 2026, for an estimated $315,218,014
- SCHRODER INVESTMENT MANAGEMENT GROUP added 2,308,014 shares (+inf%) to their portfolio in Q1 2026, for an estimated $218,384,284
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,419,772 shares (+229.5%) to their portfolio in Q1 2026, for an estimated $134,338,826
- BALYASNY ASSET MANAGEMENT L.P. removed 1,388,449 shares (-85.9%) from their portfolio in Q1 2026, for an estimated $131,375,044
- SUMITOMO MITSUI TRUST GROUP, INC. removed 1,247,385 shares (-66.5%) from their portfolio in Q2 2026, for an estimated $172,313,763
- AMOVA ASSET MANAGEMENT AMERICAS, INC. removed 1,092,615 shares (-37.1%) from their portfolio in Q1 2026, for an estimated $103,383,231
- AQR CAPITAL MANAGEMENT LLC removed 1,077,416 shares (-37.7%) from their portfolio in Q1 2026, for an estimated $101,945,101
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 13F endpoint.
ROKU Analyst Ratings
Wall Street analysts have issued reports on $ROKU in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 05/01/2026
- Needham issued a "Buy" rating on 05/01/2026
- Pivotal Research issued a "Buy" rating on 02/16/2026
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 19 analysts offer price targets for $ROKU in the last 6 months, with a median target of $160.0.
Here are some recent targets:
- David Karnovsky from JP Morgan set a target price of $160.0 on 06/16/2026
- Barton Crockett from Rosenblatt set a target price of $160.0 on 06/16/2026
- Laura Martin from Needham set a target price of $170.0 on 06/16/2026
- Thomas Champion from Piper Sandler set a target price of $160.0 on 06/16/2026
- Shyam Patil from Susquehanna set a target price of $160.0 on 06/16/2026
- Shweta Khajuria from Evercore ISI Group set a target price of $160.0 on 06/16/2026
- Rob Sanderson from Loop Capital set a target price of $155.0 on 06/16/2026
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.
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