Analysts See 32% Upside To Roku, Inc. (ROKU)

Roku, Inc. (NASDAQ:ROKU) is among the ARK Invest Stock Portfolio: Top 10 Stock Picks for 2026. As of the close on March 5, it sports a Strong Buy rating with an upside potential of 32%.

Recent updates include Seaport Global analyst David Joice, who on February 15 kept a Buy rating on the stock with a price target of $130.

Earlier on February 13, Rosenblatt upgraded Roku, Inc. (NASDAQ:ROKU) to Buy from Neutral and lifted its price target to $118 from $106. According to TipRanks, the firm’s analyst noted the company’s strong performance in Q4 2025.

The company’s platform revenue grew 18% year-over-year in Q4 to $1.22 billion, beating estimates of $1.18 billion. Diluted EPS came in at $0.53 against expectations of $0.28.

Moreover, Rosenblatt noted an upbeat forecast for the first quarter and full year 2026 that exceeded Wall Street’s expectations, as the company pinned hopes on a broader shift towards ad-based streaming.

Rosenblatt believes the forecast appears achievable once again. Moreover, the firm said that Roku, Inc. (NASDAQ:ROKU) is severely undervalued, given its EBITDA expansion.

Roku, Inc. (NASDAQ:ROKU) operates a television streaming platform that provides viewers with access to their preferred content, enables content publishers to build and monetize audiences, and allows advertisers to engage with customers.

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