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Roku, Inc. (ROKU) Stock Analysis

HoldVALUE-TRAP 2/5Moderate Confidence

Communication Services · Entertainment

Hold if already holding. Not a fresh buy at $118.18, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (-0.4% away).

Roku is the leading TV streaming platform in the US, Canada, and Mexico by hours streamed, operating through a Devices segment (streaming players, Roku-made TVs) and a Platform segment (digital advertising, subscriptions). The platform monetizes by connecting viewers, content... Read more

$118.18+3.3% A.UpsideScore 5.4/10#10 of 27 Entertainment
Stop $112.07Target $124.46(resistance)A.R:R -0.3:1
Analyst target$128.37+8.6%27 analysts
$124.46our TP
$118.18price
$128.37mean
$85
$160

Hold if already holding. Not a fresh buy at $118.18, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (-0.4% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.4/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.70, news boost analyst cluster(4), earnings proximity no date, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (4/4)
Positive news sentiment (+0.60)
Recent Analyst detected in news
Risks
Analyst target reached - limited upside remaining
Near 52-week high (-0.4% away)
Value-trap signals (2/5): Margin compression (op margin 4.5%), Material insider selling (44 sells, 0.39% of cap)

Key Metrics

P/E (TTM)86.3
P/E (Fwd)36.3
Mkt Cap$17.2B
EV/EBITDA55.3
Profit Mgn1.9%
ROE3.4%
Rev Growth16.1%
Beta2.00
DividendNone
Rating analysts38

Quality Signals

Piotroski F8/9

Options Flow

P/C1.24bearish
IV61%elevated
Max Pain$60-49.2% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomera small number of advertisers and content partners
    10-K Item 1A: 'a small number of advertisers and content partners have accounted for a significant portion of the spending on ads integrated into our UI'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
1.5
Support Resistance
2.1
Gap
3.0
52w Position
9.0
Extreme gap up (7.7%) - may pull back
GatesA.R:R -0.3=NEGATIVEMomentum 6.7>=5.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.70NEWS BOOST ANALYST CLUSTER(4)EARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
72 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $96.57Resistance $127.00

Price Targets

$112
$124
A.Upside+5.3%
A.R:R-0.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-4.1% upside)
! NEWS_MOD=+2: SELL_IF_HOLDING → HOLD_IF_HOLDING
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-04-30 (nulld)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ROKU stock a buy right now?

Hold if already holding. Not a fresh buy at $118.18, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (-0.4% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $124.46 (+5.3%), stop $112.07 (−5.5%), A.R:R -0.3:1. Score 5.4/10, moderate confidence.

What is the ROKU stock price target?

Take-profit target: $124.46 (+3.3% upside). Target $124.46 (+5.3%), stop $112.07 (−5.5%), A.R:R -0.3:1. Stop-loss: $112.07.

What are the risks of investing in ROKU?

Analyst target reached - limited upside remaining; Near 52-week high (-0.4% away); Value-trap signals (2/5): Margin compression (op margin 4.5%), Material insider selling (44 sells, 0.39% of cap).

Is ROKU overvalued or undervalued?

Roku, Inc. trades at a P/E of 86.3 (forward 36.3). TrendMatrix value score: 4.4/10. Verdict: Hold.

What do analysts say about ROKU?

38 analysts cover ROKU with a consensus score of 4.2/5. Average price target: $128.

What does Roku, Inc. do?Roku is the leading TV streaming platform in the US, Canada, and Mexico by hours streamed, operating through a Devices...

Roku is the leading TV streaming platform in the US, Canada, and Mexico by hours streamed, operating through a Devices segment (streaming players, Roku-made TVs) and a Platform segment (digital advertising, subscriptions). The platform monetizes by connecting viewers, content partners, and advertisers via ad sales and streaming distribution fees.

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