Street Calls of the Week
Roku (NASDAQ:ROKU) CFO & COO Jedda Dan sold 3,000 shares of Class A Common Stock on September 15, 2025, at a price of $94.52, for a total of $283,560.
Following the transaction, Dan directly owns 83,420 shares of Roku stock. The sale was executed under a pre-arranged 10b5-1 trading plan. InvestingPro subscribers can access detailed insider trading patterns and 12 additional key insights about Roku’s financial health and market position through the comprehensive Pro Research Report.
In other recent news, Roku Inc. has been the focus of several analyst updates and market observations. Benchmark reiterated its Buy rating for Roku, maintaining a $130 price target after discussions with the company’s management, who expressed optimism about sustainable platform revenue growth. Piper Sandler kept a Neutral rating with an $88 price target, noting a spike in cost-per-thousand impressions (CPM) and an increase in small and medium-sized businesses using Roku’s advertising platform. Citizens JMP raised its price target for Roku to $145 from $110, citing Roku’s significant reach in U.S. TV operating systems and its substantial share of total U.S. TV viewing time.
Additionally, Roku’s streaming platform has surpassed broadcast TV in viewing time for the third consecutive month, capturing 21.4% of all U.S. TV viewing in July, according to Nielsen. This represents a 14% year-over-year growth in streaming’s share of TV viewing. Citizens JMP also reiterated its Market Outperform rating with a $110 price target, emphasizing Roku’s reach to more than 50% of U.S. broadband households and its role as a primary television gateway. These developments highlight the company’s evolving position in the streaming and advertising sectors.
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