Roku EPS Consensus Surges 75% to $0.08 While Q4 Revenue Climbs 16.1%
Roku’s Q1 EPS consensus climbed 75% in 30 days to $0.08, up 142.1% year-over-year, while full-year EPS estimates rose to $1.27 (+115.3%) and FY2 to $2.53 (+99.4%). Last quarter’s $1.39 billion revenue (+16.1% YoY) beat estimates by 3.1%, though its Style Score D flags a premium valuation.
1. EPS Estimate Revisions
Over the past 30 days, consensus EPS for the current quarter rose 75% to $0.08, reflecting a 142.1% year-over-year gain. Analysts have also lifted full-year EPS to $1.27 (+115.3%) and next fiscal year to $2.53 (+99.4%), highlighting significant upward revisions.
2. Projected Revenue Growth
The consensus sales estimate for the current quarter stands at $1.21 billion, up 18.3% year-over-year, with fiscal year projections of $5.46 billion (+15.3%) and $6.05 billion next year (+10.7%). These figures underscore ongoing strength in streaming adoption driving top-line expansion.
3. Recent Quarterly Surprises
In the last reported quarter, Roku posted $1.39 billion in revenue, a 16.1% increase from a year ago, and delivered $0.53 in EPS compared to a loss of $0.24. Revenue exceeded consensus by 3.1% and EPS by 89.3%, marking its fourth straight quarter of positive surprises.
4. Valuation Metrics
Despite strong growth and earnings momentum, Roku’s Style Score D indicates its valuation multiples trade at a premium versus peers. This premium positioning may limit near-term upside unless growth expectations continue to accelerate.