Nama Insights

Roku (ROKU)

Communication Services · Entertainment · NASDAQ

Roku (ROKU) is a Communication Services company in the Entertainment industry. It has a market capitalization of $23.93B, a trailing price-to-earnings ratio of 46.5 and a free-cash-flow yield of 2.0%. Over the most recent reported fiscal year, revenue grew 15.2% and free cash flow per share grew 115.3%. Nama's AI scorecard rates it Buy, 7.3 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 7.3/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Rising · +45.7% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Questionable
Ratios pass, but its industry often sells things we can't check.
Off its high
-43.8%
How far the last close sits under the highest price of the past five years.
Market cap$23.93B
Trailing P/E46.5
Price / book8.4
Price / sales4.6
FCF yield2.0%
Dividend yield—
Gross margin45.5%
Operating margin5.2%
Net margin6.8%
Revenue growth (YoY)+15.2%
Revenue growth (3-yr annual)+14.9%
EPS growth (YoY)—
FCF/share growth (YoY)+115.3%
Beta2.0
ExchangeNASDAQ
SectorCommunication Services
IndustryEntertainment

ROKU earnings

Next report: Feb 18, 2027 (Q4 2026, EPS estimate $0.79). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 2, 2026 $1.15 $0.55 +109.1% $1.50B
Q2 2026 Aug 6, 2026 $1.20 $0.56 +114.3% $1.35B
Q1 2026 Apr 30, 2026 $0.57 $0.35 +62.9% $1.25B
Q4 2025 Feb 12, 2026 $0.53 $0.28 +89.3% $1.39B

ROKU analyst price target

Median target $160.00 from 19 analysts, ranging $152.53 – $205.00.

Entertainment peers

TickerCompanyMarket capP/E
NFLX Netflix $260.38B 18.3
DIS Walt Disney $201.59B 18.3
LYV Live Nation Entertainment $40.83B —
SKYD Skydance $40.39B 47.1
TKO TKO Group $36.02B 50.1
FOXA Fox $28.11B 10.3
FWONK Formula One Group $26.66B 47.7
WMG Warner Music Group $16.37B 16.6
Explore live ROKU data on Nama Insights →

Recent Congressional trades

Roku trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Kelly Loeffler Senate Sell $100,001 - $250,000 —

ROKU FAQ

Is ROKU a buy?
Nama's AI scorecard currently rates Roku Buy (7.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ROKU's P/E ratio?
Roku trades at a trailing price-to-earnings ratio of 46.5.
When does ROKU report earnings?
Roku's next scheduled report is on Feb 18, 2027. Analysts expect EPS of $0.79.
What is the ROKU price target?
The median analyst price target from 19 analysts is $160.00, with a range of $152.53 – $205.00.
Is ROKU Shariah compliant?
Nama's AAOIFI-style screen reads Roku as Questionable. Ratios pass, but its industry often sells things we can't check.