Roku (NASDAQ:ROKU) Director Neil Hunt Sells 2,000 Shares of Stock

Roku, Inc. (NASDAQ:ROKU) Director Neil Hunt sold 2,000 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $97.70, for a total transaction of $195,400.00. Following the completion of the sale, the director directly owned 7,782 shares of the company’s stock, valued at approximately $760,301.40. The trade was a 20.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link.

Roku Stock Performance

NASDAQ:ROKU traded up $2.69 during mid-day trading on Thursday, reaching $100.20. 532,413 shares of the company’s stock were exchanged, compared to its average volume of 3,773,644. The business’s fifty day simple moving average is $99.72 and its two-hundred day simple moving average is $99.44. Roku, Inc. has a one year low of $52.43 and a one year high of $116.66. The firm has a market capitalization of $14.77 billion, a PE ratio of 175.79 and a beta of 1.98.

Roku (NASDAQ:ROKU) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.53 earnings per share for the quarter, beating analysts’ consensus estimates of $0.28 by $0.25. Roku had a net margin of 1.87% and a return on equity of 3.40%. The company had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.35 billion. During the same period in the previous year, the business earned ($0.24) earnings per share. The firm’s quarterly revenue was up 16.1% on a year-over-year basis. As a group, equities research analysts forecast that Roku, Inc. will post -0.3 EPS for the current year.

More Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Apple TV joined The Roku Channel’s Premium Subscriptions, making it easier for Roku to capture subscription revenue and deepen user engagement — a direct monetization win for the platform. Roku Adds Apple TV to Premium Subscriptions
• Positive Sentiment: High-profile endorsement: Jim Cramer publicly called Roku “a very smart thing to buy,” which can boost retail investor interest and short‑term buying momentum. Jim Cramer on Roku
• Positive Sentiment: Product improvement — Roku rolled out a requested Search tool inside its Live TV Guide, improving user experience for free-ad-supported (FAST) viewing and potentially increasing ad impressions and engagement. Roku finally rolls out Search tool within the Live TV Guide users requested
• Neutral Sentiment: An independent valuation note nudged Roku’s intrinsic value slightly lower (from $127.44 to $127.07), a tiny adjustment that mainly signals analysts are re‑weighing 2026 catalysts vs. execution risk rather than a major fundamental downgrade. Rethinking The Roku Story
• Neutral Sentiment: Management outreach — Roku presented at the Morgan Stanley TMT conference (transcript available). These presentations reduce information asymmetry and can clarify guidance but usually move the stock only if new guidance or metrics are provided. Roku Presents at Morgan Stanley TMT Conference – Transcript
• Neutral Sentiment: Device discount headlines — multiple outlets noted the Roku Streaming Stick HD on heavy promotion (near 50% off), which may boost activations and platform scale but could compress near‑term hardware margins. Roku Streaming Stick HD deal
• Neutral Sentiment: Pop-culture/engagement item — coverage about Roku screen savers (e.g., “Punch the Monkey”) is lightweight but supports brand engagement rather than fundamentals. Where to find Punch the Monkey
• Negative Sentiment: Insider selling — several executives and directors disclosed sales totaling multiple thousands of shares at ~\$95–\$98. While insider sales can be routine (liquidity, diversification), clustered sales by multiple insiders can create short‑term concern about insider conviction. Insider Form 4 filings

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of ROKU. Apollon Wealth Management LLC grew its holdings in Roku by 1.5% during the fourth quarter. Apollon Wealth Management LLC now owns 6,450 shares of the company’s stock worth $700,000 after buying an additional 96 shares in the last quarter. GAMMA Investing LLC grew its stake in shares of Roku by 9.5% in the 3rd quarter. GAMMA Investing LLC now owns 1,114 shares of the company’s stock worth $112,000 after acquiring an additional 97 shares in the last quarter. Cornerstone Wealth Management LLC grew its stake in shares of Roku by 3.8% in the 3rd quarter. Cornerstone Wealth Management LLC now owns 2,728 shares of the company’s stock worth $273,000 after acquiring an additional 100 shares in the last quarter. Thoroughbred Financial Services LLC raised its holdings in shares of Roku by 1.0% in the third quarter. Thoroughbred Financial Services LLC now owns 9,945 shares of the company’s stock valued at $995,000 after purchasing an additional 100 shares during the last quarter. Finally, Aviance Capital Partners LLC lifted its position in shares of Roku by 2.6% during the third quarter. Aviance Capital Partners LLC now owns 4,172 shares of the company’s stock valued at $418,000 after purchasing an additional 106 shares in the last quarter. Institutional investors own 86.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on ROKU. Benchmark reissued a “buy” rating on shares of Roku in a research note on Wednesday, February 4th. Piper Sandler reaffirmed an “overweight” rating and set a $140.00 target price (up from $135.00) on shares of Roku in a research report on Friday, February 13th. Wells Fargo & Company boosted their target price on shares of Roku from $116.00 to $137.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Wedbush increased their price target on Roku from $130.00 to $140.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Finally, Moffett Nathanson restated a “neutral” rating and issued a $100.00 target price on shares of Roku in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Roku currently has a consensus rating of “Moderate Buy” and a consensus price target of $125.40.

About Roku

Roku, Inc (NASDAQ: ROKU) is a technology company that develops and operates a proprietary streaming platform designed to deliver entertainment content to consumers via internet-connected devices and smart televisions. Since its inception in 2002 in California, Roku has focused on simplifying access to streaming services for viewers worldwide. The company’s platform enables users to discover, access and manage a wide array of over-the-top content from major streaming services, free ad-supported channels and niche providers.

At the core of Roku’s product lineup are a range of streaming players and sticks, which connect to televisions via HDMI and deliver the Roku OS experience.