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Overview
Smart money at a glance
Filings to Sep 27, 2026Net selling: insiders sold $17.9M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$17.9M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 7 added, 10 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- 2 awardsAwards on record
Key stats
Fundamentals Sep 27- Open
- $153.33
- 52-wk high
- $159.89
- High
- $153.33
- 52-wk low
- $78.53
- Low
- $152.20
- Prev close
- $153.33
- Mkt cap
- $22.67B
- P/E
- 64.7x
- Volume
- 1.71M
- Fwd P/E
- 39.1x
- Beta
- 2.05
- P/S
- 4.3x
- P/B
- 8.1x
- Profit margin
- +6.8%
- Op margin
- +12.2%
- ROE
- +13.1%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ROKU filings
Are insiders buying or selling Roku Inc (ROKU) stock?
Net selling: insiders sold $17.9M and bought $0 of ROKU stock on the open market in the 90 days to Sep 27, 2026, according to SEC Form 4 filings. $17.9M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Collier, Charles (President, Roku Media), who sold $10.3M. The latest filing was on Sep 16, 2026.
Which members of Congress have traded ROKU recently?
None. No member of Congress disclosed a ROKU trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this ROKU smart-money data?
This summary uses filings available on Sep 27, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- BA
Balyasny
$413.2M
added
- MI
Millennium
$226.6M
added
Sells/Trims (1)
- CW
Cathie Wood
$279.2M
trimmed
What insiders are doing
How top traders are positioned
No tracked top-trader positions in ROKU right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 93.4% above what analysts expected.
Earnings per share
$0.61 expected
Revenue
$1.30B expected
Reports Oct 29, 2026, in 32 days
Estimates as of Sep 27, 2026
EPS expected
$0.51 to $0.60
Revenue expected
26 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.21B | $1.39B | $1.25B | $1.35B |
| Cost of what it sold | $685.7M | $788.1M | $683.9M | $681.0M |
| Gross profit | $524.9M | $606.8M | $564.9M | $673.7M |
| What it spent | ||||
| Research and development | $182.2M | $184.6M | $189.5M | $179.7M |
| Sales and admin | $91.1M | $100.9M | $102.5M | $124.6M |
| Other operating costs | $242.1M | $255.3M | $221.2M | $223.2M |
| Total operating expenses | $515.4M | $540.8M | $513.2M | $527.5M |
| What was left | ||||
| Operating profit | $9.5M | $66.0M | $51.8M | $146.2M |
| Interest on debt | $455.0K | $558.0K | $624.0K | $475.0K |
| Profit before tax | $38.0M | $91.7M | $88.6M | $169.4M |
| Tax | $13.2M | $11.2M | $2.9M | $5.2M |
| Net profit | $24.8M | $80.5M | $85.7M | $164.2M |
| EBITDA | $57.9M | $109.7M | $165.3M | $327.1M |
Technicals
Price structure
This stock's price action is mixed.
Trend
Mixed
45 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bearish
Tone of tracked coverage
Roku (NASDAQ: ROKU) CEO shifts 24K shares between family trusts
NeutralSep 18Roku CFO and COO Dan Jedda Sells 7,000 Shares via 10b5-1 Trading Plan
Leans bearishSep 17
Macro
20 macro signals shaping ROKU right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results