Analysts Boost Roku EPS Estimates Up to $2.10 Full-Year, Shares Up 22.5%
Analysts lifted Roku’s current-quarter EPS estimate to $0.34 (+279% YoY) and full-year forecast to $2.10 (+255.9%), earning a Zacks Rank #1 as seven estimates rose with no downgrades. Shares have gained 22.5% over 12 months, boosted by profitability, record free cash flow and a 200-day moving average breakout.
1. Earnings Estimate Revisions Surge
Over the past 30 days, seven analysts raised their current-quarter EPS estimates for the video streaming company to $0.34, reflecting a 279% year-over-year increase. Consensus for the full year reached $2.10 per share, up 255.9%, with no negative revisions.
2. Ranking Reflects Analyst Optimism
Strong agreement among analysts on earnings upgrades propelled the company to a Zacks Rank #1 (Strong Buy), a rating given to stocks with the highest revision momentum and historical outperformance.
3. Profitability and Cash Flow Momentum
The company has turned profitable and generated record free cash flow, while projecting $5.5 billion in revenues for 2026 driven by platform growth, AI-powered discovery tools and increasing streaming scale.
4. Technical Trend Signals Bullish Outlook
Shares recently crossed above their 200-day moving average, signaling a long-term bullish trend, and have climbed 5.8% in the past four weeks and 22.5% over the last 12 months.