Jefferies upgraded Roku Inc (ROKU) to Buy from Hold on December 10, 2025. The stock is currently priced at $107.67.
This upgrade reflects a more optimistic outlook on Roku's prospects. The change in analyst sentiment may indicate improved fundamentals or increased confidence in the company’s strategic direction.
Roku, headquartered in San Jose, California, operates in the media industry, providing a streaming platform for television. The company employs 3,340 full-time staff and went public on September 28, 2017. Its segments include platform and devices, with the platform segment focusing on digital advertising and streaming services distribution, while the devices segment sells streaming players and Roku-branded TVs.
Roku's market cap stands at $13.5 billion, with a trailing twelve-month EPS of -0.20. The company is set to report earnings on July 29, 2026, with an estimated EPS of $0.17 and revenue of $1.3 billion. Analyst consensus remains a Buy, with 9 Strong Buy, 17 Buy, and 11 Hold ratings.
Recent earnings performance has shown positive surprises, including a Q3 2025 EPS of $0.16 compared to an estimate of $0.09, reflecting an 83.1% surprise. Analyst ratings can vary over time, and investment decisions should consider multiple factors beyond these assessments.