Roku, Inc. (NASDAQ:ROKU) is among the ARK Invest Stock Portfolio: Top 10 Stock Picks for 2026. As of the March 5 close, it has a Strong Buy rating with a 32% upside potential.
Recent upgrades include Seaport Global analyst David Joice maintaining a Buy rating on the stock with a $130 price target on Feb. 15.
Previously on February 13, Rosenblatt upgraded Roku, Inc. (NASDAQ:ROKU) to Buy from Neutral and raised his price target to $118 from $106. According to TipRanks, the company’s analyst highlighted the company’s strong performance in the fourth quarter of 2025.
The company’s platform revenue grew 18% year over year in the fourth quarter to $1.22 billion, beating estimates of $1.18 billion. Diluted EPS was $0.53 versus expectations of $0.28.
Additionally, Rosenblatt highlighted an optimistic forecast for the first quarter and full year 2026 that beat Wall Street expectations, as the company pinned hopes on a broader shift toward ad-based streaming.
Rosenblatt believes the forecast once again looks achievable. Additionally, the company said that Roku, Inc. (NASDAQ:ROKU) is highly undervalued, given its EBITDA expansion.
Roku, Inc. (NASDAQ:ROKU) operates a television streaming platform that gives viewers access to their favorite content, enables content publishers to build and monetize audiences, and enables advertisers to engage with customers.
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