Consensus analyst expectations for Roku (ROKU) indicate Q2 2026 revenue of approximately $1.30 billion and earnings per share of $0.61, with the current stock price of $141.97 trading near the consensus price target of $158.41. Investors are primarily focused on the pending $22 billion acquisition by Fox Corp, which values the streaming giant at $160 per share and is expected to close later this year.
Supporting this valuation is Roku's strategic hardware price increases across its device lineup, aimed at bolstering hardware margins amidst a global memory chip shortage. Additionally, market participants are monitoring platform revenue growth, which remains the core profit driver through advertising and content distribution partnerships.