
Roku (ROKU) Stock Forecast & Price Target
Roku (ROKU) Analyst Ratings
Bulls say
Roku has demonstrated significant revenue growth, with 4Q25 sales reaching $1.35 billion, up 12% year-over-year, and platform revenue increasing by 15%, which has led to an upward revision of its full-year 2025 sales outlook to $4.69 billion, representing a 14% increase. The company's platform revenue is anticipated to grow approximately 17% year-over-year in 2026, driven by strong demand for ad-supported streaming, as evidenced by a 21% increase in viewership for the Roku Channel since its partnership with Max. Additionally, Roku expects to see a rise in EBITDA margins by 200 basis points year-over-year in 2025, alongside continued double-digit sales growth in 2026, supported by a strategic focus on advertising revenue growth.
Bears say
The financial analysis indicates several concerning trends for Roku's stock, notably a projected slowdown in underlying platform revenue growth of approximately 7 percentage points for 2026. This decline is further exacerbated by expectations of a significant deceleration in SSD and advertising revenue, with SSD revenue anticipated to decrease by around 5 percentage points and advertising revenue experiencing a nearly 9-point slowdown after accounting for political spending. Additionally, the potential risk posed by streaming services like Amazon Prime Video or Comcast's Peacock avoiding Roku due to disputes could further hinder growth and negatively impact equity sentiment.
This aggregate rating is based on analysts' research of Roku and is not a guaranteed prediction by Public.com or investment advice.
Roku (ROKU) Analyst Forecast & Price Prediction
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