Roku's Razor And Blade Model Drives Long-Term Profitable Growth Prospects [Seeking Alpha]
Roku, Inc. - Class A (ROKU)
Last roku, inc. - class a earnings: 2/13 04:03 pm
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US:NASDAQ Investor Relations:
ir.roku.com/investor-relations
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Source: Seeking Alpha
This strategy directly contributes to their outsized FQ4 '25 performance and the promising FY 2026 guidance, aided by the improving operating efficiencies. ROKU maintains $2.3B net cash, no debt, and 115% FCF conversion in FY2025, with management targeting over $1B FCF by 2028, reinforcing its future capital flexibility. Combined with the cheap valuations and the bulls defending a floor after the prior meltdown, I am reiterating my Buy rating here. Panama7/iStock via Getty Images I previously covered Roku, Inc. ROKU ) in December 2025, discussing why I had reiterated my Buy rating then, thanks to the recent bounce off the established Q4'25 support levels of $90s, the robust profitable growth trends as This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions.
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High impacting Roku, Inc. - Class A news events
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ROKU
News
- Roku (NASDAQ:ROKU) had its "buy" rating reaffirmed by analysts at Pivotal Research. They now have a $140.00 price target on the stock, up previously from $135.00.MarketBeat
- Roku (NASDAQ:ROKU) had its "outperform" rating reaffirmed by analysts at Evercore ISI.MarketBeat
- Roku (NASDAQ:ROKU) had its price target raised by analysts at Wells Fargo & Company from $116.00 to $137.00. They now have an "overweight" rating on the stock.MarketBeat
- Roku (NASDAQ:ROKU) had its "outperform" rating reaffirmed by analysts at Oppenheimer Holdings, Inc..MarketBeat
- Roku (NASDAQ:ROKU) had its "overweight" rating reaffirmed by analysts at Piper Sandler.MarketBeat
ROKU
Earnings
- 2/12/26 - Beat
ROKU
Sec Filings
- 2/17/26 - Form 144
- 2/13/26 - Form 10-K
- 2/12/26 - Form 4
- ROKU's page on the SEC website