Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 21, 2026
Last 12 months price action with 12-month analyst target path
As of February 26, 2026, Roku, Inc. (ROKU) has a Wall Street consensus price target of $129.08, based on estimates from 45 covering analysts. With the stock currently trading at $92.28, this represents a potential upside of +39.9%. The company has a market capitalization of $1.55B.
Analyst price targets range from a low of $100.00 to a high of $150.00, representing a 39% spread in expectations. The median target of $132.00 aligns closely with the consensus average.
The current analyst consensus rating is Buy, with 35 analysts rating the stock as a Buy or Strong Buy,8 rating it Hold, and 2 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, ROKU trades at a trailing P/E of 156.4x and forward P/E of 43.4x. Analysts expect EPS to grow +266.7% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $85.02, with bear and bull scenarios of $1305.30 and $-931.33 respectively. Model confidence stands at 67/100, reflecting moderate uncertainty in projections.
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Start ComparisonThe consensus Wall Street price target for ROKU is $129.08, representing 39.9% upside from the current price of $92.28. With 45 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
ROKU has a consensus rating of "Buy" based on 45 Wall Street analysts. The rating breakdown is predominantly bullish, with 35 Buy/Strong Buy ratings. The consensus 12-month price target of $129.08 implies 39.9% upside from current levels.
At a forward P/E of 43.3708x, ROKU trades at a premium valuation. The consensus price target of $129.08 (39.9% upside) suggests analysts still see growth justifying the multiple.
The most bullish Wall Street analyst has a price target of $150 for ROKU, while the most conservative target is $100. The consensus of $129.08 represents the median expectation. Our quantitative valuation model projects a bull case target of $-931 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
ROKU is heavily covered by Wall Street, with 45 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 35 have Buy ratings, 8 recommend Hold, and 2 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month ROKU stock forecast based on 45 Wall Street analysts shows a consensus price target of $129.08, with estimates ranging from $100 (bear case) to $150 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $85, with bear/bull scenarios of $1305/$-931.
Our quantitative valuation model calculates ROKU's fair value at $85 (base case), with a bear case of $1305 and bull case of $-931. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 67/100.
ROKU trades at a forward P/E ratio of 43.4x based on next-twelve-months earnings estimates compared to a trailing P/E of 156.4x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on ROKU, with a "Buy" consensus rating and $129.08 price target (39.9% upside). 35 of 45 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
ROKU analyst price targets range from $100 to $150, a 39% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $129.08 consensus represents the middle ground. Our model's $1305-$-931 range provides an independent fundamental perspective.