
Roku (ROKU) Stock Forecast & Price Target
Roku (ROKU) Analyst Ratings
Bulls say
Roku's strong performance is underscored by projected platform revenue growth of approximately 17% year-over-year in 2026, driven by increased advertising and a successful partnership initiative with Max that has boosted viewership of the Roku Channel by 21%. For fiscal year 2025, the company reported sales of $4,690 million, reflecting a 14% year-over-year increase, alongside a significant 51% surge in adjusted EBITDA to $395 million. Furthermore, Roku anticipates continued double-digit sales growth into 2026, alongside improving EBITDA margins, reflecting effective cost management and revenue diversification strategies.
Bears say
Roku is projected to experience a notable slowdown in platform revenue growth, with 2026 consensus estimates indicating a deceleration of approximately 7 percentage points compared to prior years, suggesting challenges in maintaining momentum. The company's adjusted expectations reveal a decline in key segments, including a 5-point drop in subscription streaming device (SSD) revenue growth and nearly 9 points in advertising revenue, following necessary adjustments for political spending. Furthermore, a decrease in market share in both Canada and the UK, coupled with a significant drop in listings on Best Buy's website, highlights underlying competitive pressures that could exacerbate Roku's financial challenges going forward.
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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