Earnings Beat Expectations: Roku, Inc. (ROKU) saw its stock price jump 15% after the market opened today, following a robust Q3 2025 earnings report released last night. The company reported an adjusted EPS of $0.16, surpassing estimates of $0.09, and revenue of $1.21 billion, in line with expectations but up 14% year-over-year. Platform revenue grew by 17%, driven by strong ad sales and streaming engagement.
Outlook Raised: Roku also lifted its full-year 2025 revenue outlook to $4.69 billion, above the consensus of $4.66 billion. The company anticipates becoming operating income positive by Q4, signaling confidence in sustained growth. Investors are reacting positively to this momentum, especially in the competitive streaming market.
Market Impact:The stock hit a 52-week high of $114.11 today, reflecting strong market sentiment. This performance underscores Roku’s growing dominance in the streaming and advertising space.
$ROKU Insider Trading Activity
$ROKU insiders have traded $ROKU stock on the open market 53 times in the past 6 months. Of those trades, 0 have been purchases and 53 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 386,594 shares for an estimated $37,876,808.
- ANTHONY J. WOOD (CEO and Chairman BOD) has made 0 purchases and 26 sales selling 225,000 shares for an estimated $20,394,934.
- 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 15,000 shares for an estimated $1,367,310.
- MATTHEW C. BANKS (VP, Corp Controller & CAO) has made 0 purchases and 3 sales selling 6,169 shares for an estimated $544,985.
- MAI FYFIELD sold 914 shares for an estimated $71,749
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ROKU Hedge Fund Activity
We have seen 281 institutional investors add shares of $ROKU stock to their portfolio, and 308 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 2,489,007 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $218,758,825
- TABLEAUX LLC added 1,887,000 shares (+inf%) to their portfolio in Q2 2025, for an estimated $165,848,430
- BLACKROCK, INC. removed 1,225,363 shares (-15.6%) from their portfolio in Q2 2025, for an estimated $107,697,154
- CADIAN CAPITAL MANAGEMENT, LP removed 1,130,924 shares (-54.2%) from their portfolio in Q2 2025, for an estimated $99,396,910
- BALYASNY ASSET MANAGEMENT L.P. added 918,208 shares (+2410.7%) to their portfolio in Q2 2025, for an estimated $80,701,301
- ALYESKA INVESTMENT GROUP, L.P. added 831,680 shares (+19427.2%) to their portfolio in Q2 2025, for an estimated $73,096,355
- MILLENNIUM MANAGEMENT LLC added 815,018 shares (+555.8%) to their portfolio in Q2 2025, for an estimated $71,631,932
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ROKU Analyst Ratings
Wall Street analysts have issued reports on $ROKU in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JMP Securities issued a "Market Outperform" rating on 10/02/2025
- Needham issued a "Buy" rating on 10/01/2025
- Wells Fargo issued a "Overweight" rating on 08/01/2025
- JP Morgan issued a "Overweight" rating on 08/01/2025
- Keybanc issued a "Overweight" rating on 07/10/2025
- B of A Securities issued a "Buy" rating on 07/03/2025
- Loop Capital issued a "Buy" rating on 06/17/2025
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 15 analysts offer price targets for $ROKU in the last 6 months, with a median target of $106.0.
Here are some recent targets:
- Shweta Khajuria from Evercore ISI Group set a target price of $105.0 on 10/31/2025
- Barton Crockett from Rosenblatt set a target price of $106.0 on 10/31/2025
- Matthew Condon from JMP Securities set a target price of $145.0 on 10/02/2025
- Laura Martin from Needham set a target price of $110.0 on 10/01/2025
- Jason Bazinet from Citigroup set a target price of $100.0 on 09/18/2025
- Steven Cahall from Wells Fargo set a target price of $113.0 on 08/01/2025
- John Hodulik from UBS set a target price of $95.0 on 08/01/2025
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.
