Roku, Inc. Class A (ROKU)

Over the past six months, Roku's stock has shown impressive momentum, with a 69% surge as of October 16, 2025, and a 41.23% increase over the past year, with a share price of $95.63 as of November 27, 2025. Key events include the Q2 2025 earnings report, which showed 18% year-over-year platform revenue growth, and the Q3 2025 earnings report, where Roku reported $0.16 EPS, exceeding estimates. Analysts have reiterated positive ratings and price targets, while insiders have sold more stock than they have bought in the past three months, totaling over $53 million.

Roku experiences normal seasonality in its demand for products and services, with increased seasonal discounts impacting Q4 Devices revenue and gross profit. This suggests higher demand for devices during the holiday season, often accompanied by promotional activities. The company's Q1 2025 outlook anticipated Devices revenue to be largely flat year-over-year due to elevated inventory from lower holiday sales, indicating the impact of seasonal purchasing patterns.

Roku, Inc. is an American streaming technology company operating a TV streaming platform that connects users to content, enables content publishers to build and monetize audiences, and provides advertisers with tools to engage consumers. Founded in 2002, Roku has evolved into a comprehensive streaming ecosystem operating through two segments: Platform and Devices. Roku's business model focuses on growing active accounts, increasing engagement, and enhancing monetization through products like Roku Streaming Players, Roku TVs, Roku Streambars, and Roku Smart Home devices. The company also operates The Roku Channel and licenses its Roku OS to TV manufacturers.

Roku's corporate headquarters is located in San Jose, California, U.S. The company has a significant presence in North America, leading in the U.S., Canada, and Mexico by hours streamed. Roku's streaming players and TV-related audio devices are available in the U.S. and select countries through retail sales and licensing agreements. Internationally, Roku operates in Australia, Canada, France, Germany, the U.K., and Latin America. The Roku Channel is available in the U.S., Canada, Mexico, and the U.K., while Roku Smart Home products are sold exclusively in the United States.

Roku has maintained a strong brand reputation, particularly in its core markets, and has been the number one selling TV operating system in the U.S. for six consecutive years, also leading in Canada and Mexico. Analyst sentiment is generally positive, with a consensus rating of "Moderate Buy", supported by the company's expanding international presence and various growth catalysts. No specific negative events significantly impacting Roku's brand reputation were prominently found, beyond general market volatility.

Roku, Inc.'s stock ownership is a mix of institutional, retail, and individual investors. Institutional investors hold a significant majority, with approximately 76% to 86.30% of the stock. Major institutional owners include Fmr Llc and Vanguard Group Inc. Individual investors also hold a portion of the stock, and insiders own a reasonable proportion. Anthony Wood, the founder and CEO, is the second-largest shareholder, and MV Management X LLC is the largest individual Roku shareholder, owning 3.51% of the company.