Fintel reports that on February 6, 2026, Oppenheimer upgraded their outlook for Roku (NasdaqGS:ROKU) from Perform to Outperform.
Analyst Price Forecast Suggests 46.46% Upside
As of February 3, 2026, the average one-year price target for Roku is $125.72/share. The forecasts range from a low of $76.98 to a high of $168.00. The average price target represents an increase of 46.46% from its latest reported closing price of $85.84 / 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 943 funds or institutions reporting positions in Roku. This is an decrease of 47 owner(s) or 4.75% in the last quarter. Average portfolio weight of all funds dedicated to ROKU is 0.22%, an increase of 4.90%. Total shares owned by institutions decreased in the last three months by 0.86% to 124,969K shares. 
The put/call ratio of ROKU is 1.34, indicating a bearish outlook.
What are Other Shareholders Doing?
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.
Nikko Asset Management Americas holds 3,662K shares representing 2.80% ownership of the company. In its prior filing, the firm reported owning 4,443K shares , representing a decrease of 21.31%. The firm decreased its portfolio allocation in ROKU by 8.78% over the last quarter.
NAESX - Vanguard Small-Cap Index Fund Investor Shares holds 3,171K shares representing 2.42% ownership of the company. In its prior filing, the firm reported owning 3,213K shares , representing a decrease of 1.33%. The firm increased its portfolio allocation in ROKU by 15.30% over the last quarter.
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This story originally appeared on Fintel.
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