Fintel reports that on January 5, 2026, Arete Research upgraded their outlook for Roku (NasdaqGS:ROKU) from Neutral to Buy.
Analyst Price Forecast Suggests 2.67% Upside
As of December 20, 2025, the average one-year price target for Roku is $117.75/share. The forecasts range from a low of $73.73 to a high of $152.25. The average price target represents an increase of 2.67% from its latest reported closing price of $114.68 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Roku is 4,799MM, an increase of 5.63%. The projected annual non-GAAP EPS is -2.92.
What is the Fund Sentiment?
There are 976 funds or institutions reporting positions in Roku. This is an increase of 17 owner(s) or 1.77% in the last quarter. Average portfolio weight of all funds dedicated to ROKU is 0.21%, an increase of 9.46%. Total shares owned by institutions increased in the last three months by 0.21% to 126,007K shares. 
The put/call ratio of ROKU is 1.44, indicating a bearish outlook.
What are Other Shareholders Doing?
FAGAX - Fidelity Advisor Growth Opportunities Fund holds 8,971K shares representing 6.86% ownership of the company. In its prior filing, the firm reported owning 10,096K shares , representing a decrease of 12.54%. The firm decreased its portfolio allocation in ROKU by 24.35% over the last quarter.
ARK Investment Management holds 7,352K shares representing 5.62% ownership of the company. In its prior filing, the firm reported owning 8,460K shares , representing a decrease of 15.07%. The firm decreased its portfolio allocation in ROKU by 19.62% over the last quarter.
ARKK - ARK Innovation ETF holds 5,917K shares representing 4.52% ownership of the company. In its prior filing, the firm reported owning 5,809K shares , representing an increase of 1.82%. The firm decreased its portfolio allocation in ROKU by 10.93% over the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 4,147K shares representing 3.17% ownership of the company. In its prior filing, the firm reported owning 4,059K shares , representing an increase of 2.12%. The firm increased its portfolio allocation in ROKU by 13.73% over the last quarter.
Sumitomo Mitsui Trust Holdings holds 3,689K shares representing 2.82% ownership of the company. In its prior filing, the firm reported owning 4,452K shares , representing a decrease of 20.69%. The firm decreased its portfolio allocation in ROKU by 12.83% over the last quarter.
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