Maplelane Capital LLC Has $6.72 Million Stake in Roku, Inc. $ROKU

Maplelane Capital LLC trimmed its stake in Roku, Inc. (NASDAQ:ROKU) by 82.6% in the first quarter, Holdings Channel.com reports. The firm owned 71,000 shares of the company’s stock after selling 336,000 shares during the quarter. Maplelane Capital LLC’s holdings in Roku were worth $6,718,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Jefferies Financial Group Inc. purchased a new position in Roku in the fourth quarter valued at about $1,345,000. Moran Wealth Management LLC purchased a new stake in shares of Roku during the 1st quarter worth about $2,990,000. MH & Associates Securities Management Corp ADV purchased a new stake in shares of Roku during the 4th quarter worth about $2,398,000. Katamaran Capital LLP lifted its holdings in shares of Roku by 90.8% during the 1st quarter. Katamaran Capital LLP now owns 52,548 shares of the company’s stock valued at $4,972,000 after buying an additional 25,002 shares during the last quarter. Finally, Maxi Investments CY Ltd acquired a new stake in shares of Roku during the 4th quarter valued at about $1,953,000. 86.30% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on ROKU shares. Fox Advisors set a $157.00 price target on Roku in a research note on Friday, July 17th. Evercore lowered shares of Roku from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 15th. Guggenheim lifted their target price on shares of Roku from $140.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. William Blair downgraded shares of Roku from an “outperform” rating to a “market perform” rating in a research report on Monday, June 15th. Finally, Morgan Stanley increased their price target on shares of Roku from $150.00 to $170.00 and gave the stock an “overweight” rating in a research note on Thursday, June 4th. Ten analysts have rated the stock with a Buy rating and seventeen have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $155.12.

Roku Price Performance

Shares of NASDAQ:ROKU opened at $141.97 on Friday. The stock has a market capitalization of $20.93 billion, a P/E ratio of 106.75 and a beta of 2.01. The business has a 50-day moving average of $134.40 and a two-hundred day moving average of $113.71. Roku, Inc. has a fifty-two week low of $78.53 and a fifty-two week high of $148.88.

Roku (NASDAQ:ROKU) last issued its quarterly earnings data on Thursday, April 30th. The company reported $0.57 EPS for the quarter, beating analysts’ consensus estimates of $0.34 by $0.23. Roku had a return on equity of 7.64% and a net margin of 4.06%.The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.20 billion. During the same quarter in the prior year, the firm posted ($0.19) EPS. The firm’s revenue for the quarter was up 22.4% on a year-over-year basis. As a group, research analysts expect that Roku, Inc. will post 2.41 EPS for the current fiscal year.

Insider Activity

In other Roku news, insider Mustafa Ozgen sold 10,194 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $144.00, for a total transaction of $1,467,936.00. Following the completion of the sale, the insider owned 19,185 shares of the company’s stock, valued at $2,762,640. This represents a 34.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Dan Jedda sold 7,000 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $143.87, for a total value of $1,007,090.00. Following the transaction, the chief financial officer owned 79,963 shares in the company, valued at approximately $11,504,276.81. This trade represents a 8.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 236,499 shares of company stock valued at $30,582,963. Insiders own 13.45% of the company’s stock.

Trending Headlines about Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Analysts lifted Roku’s estimated fair value to about $158.41 from $151.68, with several firms now framing the stock around a potential $160 takeover value after Fox’s acquisition announcement. Roku (ROKU) Stock Sees Modest Fair Value Lift After Fox Deal Recast Analyst Views
• Positive Sentiment: Commentary around Fox’s acquisition says the deal could be a win for creators and reinforces the strategic value of Roku as a key connected-TV distribution platform. Why Fox’s Acquisition of Roku Is a Win for Creators | Analysis
• Positive Sentiment: Additional bullish media coverage argues Roku benefits from broader media consolidation trends, with investors increasingly valuing digital distribution gateways like Roku over content owners alone. The Netflix-Lionsgate Rumor Exposed a Bigger Shift in Media M&A (ROKU)
• Neutral Sentiment: Roku said it will report second-quarter 2026 results on August 6, but it will not host an earnings call or provide outlook because of the pending Fox transaction. Roku to Announce Second Quarter 2026 Financial Results on August 6
• Neutral Sentiment: Several articles focused on Roku features, campaigns, and streaming content, which may help brand visibility but are unlikely to materially move the stock on their own. 4 Roku secret menus everyone should be using
• Negative Sentiment: Some valuation-focused analysis suggests the stock may already be near fair value after its recent run, with concerns that growth expectations from connected-TV advertising may be largely priced in. Roku (ROKU) As Connected TV Ad Growth Narrative Tests Whether The Stock Is Fully Valued

About Roku

Roku, Inc (NASDAQ: ROKU) is a technology company that develops and operates a proprietary streaming platform designed to deliver entertainment content to consumers via internet-connected devices and smart televisions. Since its inception in 2002 in California, Roku has focused on simplifying access to streaming services for viewers worldwide. The company’s platform enables users to discover, access and manage a wide array of over-the-top content from major streaming services, free ad-supported channels and niche providers.

At the core of Roku’s product lineup are a range of streaming players and sticks, which connect to televisions via HDMI and deliver the Roku OS experience.