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Upturn AI Summary - About
Roku Inc(ROKU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ROKU
10/02/2026: ROKU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Roku Inc is a prominent player in the connected TV (CTV) industry, operating a widely-used streaming platform and providing ad-tech services to advertisers. Its core business strength lies in its expansive user base and data-rich OS, which are essential for targeted streaming ads. The primary growth opportunity involves scaling its programmatic advertising business and expanding internationally. However, Roku faces significant risks from stiff competition by tech giants and potential sensitivity to cyclical ad spending. The stock is best suited for growth-oriented investors who can tolerate high volatility and are monitoring the company's progress in achieving consistent operational profitability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Roku remains focused on scaling its platform and digital advertising share in the high-growth CTV market. |
| Momentum investor | Mixed fit | The stock's high volatility means momentum strategies require a clear upturn signal to manage risk effectively. |
| Value investor | Weak fit | Roku's valuation is often driven by growth expectations rather than current earnings or cash flow yield. |
| Dividend investor | Weak fit | Roku does not pay a dividend and prioritizes capital reinvestment. |
| Low-risk investor | Weak fit | The stock exhibits high price volatility and sensitivity to advertising market cycles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock often experiences significant price swings based on quarterly ad-market fluctuations. |
| Valuation risk | Medium / high | Growth-heavy valuations can be susceptible to corrections during macroeconomic downturns. |
| Competition risk (Big Tech platforms) | High | Roku competes directly with companies that have vast ecosystems and deeper capital resources. |
| Business quality | Medium | While the platform has a strong moat, profitability remains inconsistent due to high operating investment. |
| Dividend income | Low / none | Investors should not expect income generation from this equity. |
| Execution risk | Medium | Success depends on effectively scaling ad-tech capabilities and managing complex content partnerships. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -29.74% | Avg. Invested days 33 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.45B USD | Price to earnings Ratio 64.09 | 1Y Target Price 162.33 |
Price to earnings Ratio 64.09 | 1Y Target Price 162.33 | ||
Volume (30-day avg) 2.1M shares | Beta 2.05 | 52 Weeks Range 78.53 - 159.89 | Updated Date 10/02/2026 |
52 Weeks Range 78.53 - 159.89 | Updated Date 10/02/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.36 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Platform Revenue | Advertising sales, subscription revenue shares, and OS licensing fees. | This is the primary growth driver and high-margin segment of the company. |
| Devices Revenue | Streaming players, smart home devices, and TV sets. | This segment serves as an entry point to grow the active user base. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 64.09 | Forward PE 39.06 | Enterprise Value 20.71B | Price to Sales(TTM) 4.31 |
Enterprise Value 20.71B | Price to Sales(TTM) 4.31 | ||
Enterprise Value to Revenue 3.98 | Enterprise Value to EBITDA 28.34 | Shares Outstanding 132.05M | Shares Floating 130.99M |
Shares Outstanding 132.05M | Shares Floating 130.99M | ||
Percent Insiders 0.65 | Percent Institutions 88.39 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Roku Inc
Exchange NASDAQ | Headquarters San Jose, CA, United States | ||
IPO Launch date 2017-09-28 | Founder, Chairman, President & CEO Mr. Anthony J. Wood | ||
Sector Communication Services | Industry Entertainment | Full time employees 3600 | Website https://www.roku.com |
Full time employees 3600 | Website https://www.roku.com | ||
Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others, as well as offers digital advertising services. The company also sells streaming players, Roku-branded TVs, smart home products and services, audio products, and related accessories. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.
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