Roku (ROKU.US) Stock Forum, Discussions & Community Posts

amitJun 22 at 06:25 PM

$Netflix(NFLX.US) completely getting demolished

cheapest it’s been in years, but every time I think of buying I remember…

- no hit shows leading to massive growth like Squid Game for example

- they tried to buy $Warner Bros. Discovery(WBD.US) and $Roku(ROKU.US), now $Lionsgate Studios(LION.US) which makes me think they really are struggling to create content

- the only reason they beat EPS last Q was because of the $3B breakup fee, otherwise no growth

- Mag 7s are better businesses trading at lower multiples

what’s the argument to go long here other than it is bottoming? which I agree it probably is…but is risk to reward amazing here even if it doesn’t go that much lower?

Source: amit

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NewUser_CkrdqW

Rate Of ReturnJun 16 at 11:14 PM

$Netflix(NFLX.US) Netflix's shares fell nearly 4% amid concerns over its failed acquisition attempt of Roku, Inc., which went to Fox Corp for $22 billion. The company's ongoing participation in major M&A discussions raises concerns about strategy and valuation despite its disciplined approach to pricing. The stock is currently trading near its 52-week low, experiencing a significant downtrend, with upcoming earnings expected to provide crucial market insights. However, insiders and analysts remain bullish on the company with most price targets set above $100, signalling a huge upside from current prices. I'm looking to add some on this dip to average down. @Bridge Buzz SG

NewUser_CkrdqW 2026-06-1707：12：01 Netflix NFLX DailyP/L% -3.56% LONGBRIDGE

Trade Showcase: Trade, Show & Earn Rewards!

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Hardik ShahJun 12 at 07:25 PM

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Roku(ROKU.US) Roku Said To Be In Sale Talks, Including Possible Media Tie-up - Bloomberg

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Hardik ShahJun 4 at 10:46 AM

$Roku(ROKU.US) | Morgan Stanley maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐑𝐨𝐤𝐮, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟕𝟎 𝐟𝐫𝐨𝐦 $𝟏𝟓𝟎

Analyst sees conservative guidance and multiple upside ad drivers (DSPs, World Cup, Political) supporting a higher valuation and Street-high PT.

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First FellowMay 1 at 10:57 PM

• Tech companies are cutting jobs due to AI efficiencies, with $Meta reducing its workforce by 10%.

• Major layoffs are also expected at $Microsoft(MSFT.US), $Amazon(AMZN.US), and $Oracle(ORCL.US).

• $Apple(AAPL.US) faces supply constraints for iPhones due to chip shortages from $Taiwan Semiconductor(TSM.US).

• $Sandisk(SNDK.US) reached a record high after exceeding earnings expectations.

• $Nebius(NBIS.US) acquired Eigen AI to enhance its cloud computing services.

• $Atlassian(TEAM.US) rose following better-than-expected fiscal Q3 earnings.

• $Roku(ROKU.US) surged after surpassing Q1 estimates in advertising and subscriptions growth.

• $Salesforce(CRM.US) plans to provide more detailed financial disclosures on its AI products.

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What TrendSpider SayApr 30 at 08:27 PM

$Roku(ROKU.US) Roku City is celebrating tonight

Q1 EPS: $0.57 vs $0.31 est

Q1 REV: $1.248B vs $1.204B est

Raised FY2026 Sales Guidance

🟩 +9.84%

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First FellowApr 19 at 03:37 PM

$Roku(ROKU.US) I have been waiting for this candle for months now. However this is still not out of the woods, there are multiple roadblocks. One candle at a time, 128-130 is another big resistance. If we can clear these two, then Blue Skies.

PT1: 175

Source: First Fellow

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Hardik ShahApr 17 at 10:47 AM

$Roku(ROKU.US) | 𝐑𝐨𝐤𝐮: Baird maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟑𝟎

Analyst sees multiple tailwinds and strong positioning in a fragmented media landscape, supporting continued upside potential.

Source: Hardik Shah

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ValueNvestMar 4 at 04:35 AM

Cathie Wood added positions in $Tesla(TSLA.US) $Amazon(AMZN.US)

ARKW view fund page 3/3/2026 Direction Ticker Company Name Shares Traded|% of To