
Roku (ROKU) Stock Forecast & Price Target
Roku (ROKU) Analyst Ratings
Bulls say
Roku has established itself as the leading streaming operating system in the U.S., reaching over 90 million households and generating 127 billion streaming hours in 2024, as evidenced by its 6.1% share of total streaming time, which has seen a year-over-year increase. The company's revenue projections indicate a robust growth trajectory, with an estimated platform revenue of $4.75 billion for the upcoming period, reflecting a 15.4% increase attributed to multiple revenue streams, including data licensing and advertising. Furthermore, Roku's focus on expanding its EBITDA margin is anticipated to yield significant operating leverage, contributing to a multi-year trend of double-digit growth and enhanced free cash flow generation, positioning the company for profitable growth in the future.
Bears say
Roku faces a challenging outlook as the advertising market experiences volatility, which could significantly hinder revenue growth, particularly with a consensus projecting a deceleration in core platform revenue growth from 19% in 4Q25 to approximately 12% in 1Q26. The company's devices segment continues to operate at a loss due to a loss-leader strategy aimed at driving platform adoption, and these losses could increase amid rising component costs and heightened competition. Additionally, potential margin pressures from content costs for The Roku Channel, combined with uncertainties surrounding international expansion and average revenue per user (ARPU), further contribute to a negative financial outlook for Roku.
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
Start investing in Roku (ROKU)
Order type
Buy in
Order amount
Est. shares
0 shares