Zacks Investment Research·Sep 14, 2026
Roku (ROKU) Ascends While Market Falls: Some Facts to NoteRoku (ROKU) concluded the recent trading session at $157.45, signifying a +1.63% move from its prior day's close.
Roku's platform monetization is driving accelerating revenue growth (21.9% YoY in 2026Q2) and significant gross margin expansion to 49.7%, while operating leverage has swung operating income from a -$72.0M loss in 2024Q1 to a $146.2M profit in 2026Q2. The asse...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 21.9% YoY in 2026Q2 with gross margin expanding to 49.7%, while operating income turned positive at $146.2M, demonstrating strong operating leverage.
The company is experiencing accelerating Platform revenue growth, driven by its expanding advertising and subscription ecosystem.
Roku's profitability trajectory is improving, supported by its growing monetization strategies and operational efficiencies.
The company is broadening its advertising ecosystem, which is a key driver for revenue and market share expansion.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $1.08+78.5% vs $0.60 | $1.4B+4.4% vs $1.3B |
Q2 2026 Apr 30, 2026 | $0.57+72.6% vs $0.33 | $1.2B+3.7% vs $1.2B |
Q1 2026 Feb 12, 2026 | $0.53+89.3% vs $0.28 | $1.4B+3.0% vs $1.4B |
Q4 2025 Oct 30, 2025 | $0.16+128.6% vs $0.07 | $1.2B-10.5% vs $1.4B |
Roku (ROKU) concluded the recent trading session at $157.45, signifying a +1.63% move from its prior day's close.
Zacks.com users have recently been watching Roku (ROKU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Netflix, Fox , Roku and Sirius have been highlighted in this Industry Outlook article.
Are WAFD, ACVA, CBAN, ROKU Obtaining Fair Deals for their Shareholders?PR NewswireNEW YORK, Sept. 11, 2026Insiders may stand to receive substantial financial be
Benchmark ROKU against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Roku, Inc. (ROKU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $154.25 | $22.88B | 261.44 | 15.18% | 1.87% | 3.43% | — | |
| $10.13 | $298.27M | -42.21 | 67.74% | -1.06% | -2.53% | — | |
| $5.78 | $74.87M | -7.81 | 2.05% | -16.92% | -23.77% | — | |
| $24.80 | $3.55B | 26.11 | 6.85% | 22.49% | 18.62% | — | |
| $17.77 | $829.92M | -57.32 | -2.86% | -4.66% | -5.41% | — | |
| $13.18 | $6.2B | 14.48 | 18.47% | 13.61% | 16.09% | — |
Roku, Inc. (ROKU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Roku, Inc. (ROKU) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 18, 2026·SEC
Jun 17, 2026·SEC
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Roku, Inc. (ROKU) stock FAQ — growth, dividends, profitability & financials explained
Roku, Inc. (ROKU) reported $5.21B in revenue for fiscal year 2025. This represents a 1529% increase from $319.9M in 2015.
Roku, Inc. (ROKU) grew revenue by 15.2% over the past year. This is strong growth.
Yes, Roku, Inc. (ROKU) is profitable, generating $355.2M in net income for fiscal year 2025 (1.9% net margin).
Roku, Inc. (ROKU) has a return on equity (ROE) of 3.4%. This is below average, suggesting room for improvement.
Roku, Inc. (ROKU) generated $1.02B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
