Roku IncROKU
Price$151.26Intrinsic value$106.6430% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
Analyst Coverage
19analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$5.6Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$2.99next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Expected Merger Closing (Fox Corporation Acquisition)30 Jun 2027
Monitoring Framework
Key Performance Indicators
Streaming Households Quarterly100MTarget: 100 million+
Streaming Hours Quarterly38.7B
Platform Revenue Quarterly1.1B
Watch Items
  • Regulatory and Antitrust Clearance for Fox Corporation AcquisitionTrigger: Review by DOJ/FTC and international regulatorsAction: Monitor regulatory filings, public statements, and potential antitrust challenges or concessions required for the $22 billion merger.
  • Shareholder Vote on Fox MergerTrigger: Special meeting of stockholdersAction: Track voting support agreements (Anthony Wood controls ~55% of Roku's voting power; certain Fox holders control ~38.7% of Fox's voting power).
  • Platform Partner Relations Post-AcquisitionTrigger: Changes in third-party app placement or termsAction: Assess whether Fox's ownership compromises Roku's open, partner-friendly platform reputation, which is critical to its neutral gatekeeper value.
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.