NASDAQ:ROKU 2 July 2025 - 14 February 2026

Roku shares jumped 9.3% to $90.67 Friday after the company set higher 2026 revenue and profit targets, reporting Q4 net revenue of $1.39 billion and net income of $80.5 million. Roku forecast 2026 net revenue of $5.5 billion and adjusted EBITDA of $635 million. Investors focused on platform revenue, which is expected to rise 18% to $4.89 billion. Attention turns to Q1 performance and ad demand through the Winter Olympics.

Roku forecast 2026 revenue of $5.50 billion, above Wall Street estimates, sending shares up 8% after hours. The company projected 18% growth in 2026 platform revenue to $4.89 billion and guided to $325 million net income. Q4 revenue rose 16% to $1.39 billion, with net income at $80.5 million. Roku reported its largest-ever quarter for Premium Subscriptions net additions.

Roku shares rose 2.1% to $111.17 Friday after Evercore ISI upgraded the stock and Citizens raised its price target. A filing showed Cathie Wood’s ARK Investment Management held a 4.5% stake as of Dec. 31. Evercore cited ad demand and Roku’s Amazon partnership as 2026 catalysts. The S&P 500 and Dow closed at record highs.

Roku shares jumped nearly 6% to close at $100.09 on December 5, 2025, after Guggenheim raised its price target to $115. The company returned to profitability in Q3 with $1.21 billion revenue and $24.8 million net income. Shares are up 34% year to date but remain down almost 70% over five years. Insiders and some institutions trimmed holdings as analyst targets clustered near $111–$113.