Yahoo Finance report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Why ROKU Stock slipped -0.77% Today — RQD Quant Desk Flash
Roku Inc. (ROKU) carries a Roarable Rating of C (Hold) with 63/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is ROKU stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼
As of 2026-11-02, Roku Inc. (NASDAQ: ROKU) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 63/100 at a spot price of $155.12 (-0.77% 1D, market cap $23.20B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 16/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 10/20. Across 132 tracked Communication Services issuers, ROKU ranks #20 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does ROKU compare to RCI and CHTR in the Communication Services sector?
▼
Within the Communication Services sector (Cable & Other Pay Television Services), ROKU carries a Roarable C (63/100 RQD), trailing P/E of N/A, gross margin of 43.8%, and ROIC of -0.2%. By comparison, RCI (Rogers Communication Inc.) holds a D+ grade (55/100 RQD, P/E 32.8x, ROIC 9.9%, cap $17.00B) and CHTR (Charter Communications Inc. (Class A)) posts a D grade (44/100 RQD, P/E N/A, ROIC 9.3%, cap $12.49B). Among the 5-stock peer group, CMCSA leads on earnings multiple (4.0x) while CMCSA leads on capital efficiency (11.5% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for ROKU?
▼
Per ROKU's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001428439), Roku Inc. generated $4.74B in revenue (+15.2% YoY), $88.4M in net income, and $478.4M in free cash flow against $4.43B in total assets and $799.0M in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±2.7% realized swing band)
Altman Z-Score 9.02 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9
Cannibal Buyback (-0.68% YoY Shares) & executive Form 4 sales trim 10 pts from alignment
⚔️ Adversarial Opposing Case: Why the ROKU Bull Thesis Could Fail
Even with a 63/100 (C) score, ROKU faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Company executives have done more routine share selling than personal cash buying lately.
Dilution & Margin Drag: Cannibal Buyback (-0.68% YoY Shares) — any gross margin slip below 41.3% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($155.09) or 200D SMA ($128.25) invalidates the momentum regime and cuts Target Base ($158.61) toward Bear Floor ($123.72).
Why ROKU Stock slipped -0.77% Today — RQD Quant Desk Flash
Roku Inc. (ROKU) slipped -0.77% to $155.12, trading at 94% of its 52-week range ($78.53 – $160.22). Solid 44% profit margin (-0% return on capital), mixed timing at current multiples—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 94% of its 52-week range ($78.53 – $160.22) with RSI-14 at 53.8 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±2.7% around $155.12 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C (Hold) backed by 43.8% gross margin and $478.4M annual free cash flow.
The Motley Fool report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Barchart.com report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
24/7 Wall St. report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
FOX (NASDAQ:FOX) reported record first-quarter fiscal 2027 revenue and EBITDA, supported by its FIFA Men’s World Cup coverage, political advertising, distribution gains and continued growth at streaming service Tubi. Rev
Fox Corp.’s advertising revenue surges, driven by the FIFA World Cup, an active election cycle, and strong growth from Tubi.
Scheduled RQD Strong Buys & Whale Accumulation Briefing (ROKU Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
ROKU Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +15.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on ROKU today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for ROKU. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ROKU)
1. Head-to-Head Communication Services Peer Comparison (ROKU vs. RCI, CHTR, CMCSA, LBTYB)
Industry: Cable & Other Pay Television Services (16 Tracked Issuers)Across 132 tracked Communication Services securities in the Roarable RQD universe, Roku Inc. (ROKU) ranks #20 by composite RQD confidence (63/100, grade C) and #19 by equity capitalization ($23.20B). Within this direct 5-issuer industry benchmark cohort, CMCSA leads on earnings valuation at 4.0x trailing P/E, while CMCSA leads on capital efficiency and profitability with 11.5% ROIC and — gross margin. ROKU currently leads its immediate peer cohort in composite quantitative strength at 63/100 (C).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| ROKU
ACTIVE
Roku Inc. | C | 63/100 | — | 43.8% | -0.2% | -0.77% | $23.20B | Benchmark Subject |
| RCI Rogers Communication Inc. | D+ | 55/100 | 32.8x | — | 9.9% | +3.62% | $17.00B | /rci-vs-roku → |
| CHTR Charter Communications Inc. (Class A) | D | 44/100 | — | — | 9.3% | +2.28% | $12.49B | /chtr-vs-roku → |
| CMCSA Comcast Corporation | C- | 61/100 | 4.0x | — | 11.5% | +4.27% | $79.08B | /cmcsa-vs-roku → |
| LBTYB Liberty Global Ltd. (Class B) | D- | 37/100 | — | 65.8% | -0.1% | 0.00% | $3.75B | /lbtyb-vs-roku → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001428439In its most recent audited fiscal period (FY2025, filed 2025-12-31), Roku Inc. (ROKU) reported GAAP revenue of $4.74B (+15.2% vs. FY2024 revenue of $4.11B , and +35.9% cumulative change since FY2023) , GAAP net income of $88.4M, operating cash flow of $483.7M, and free cash flow of $478.4M (+124.6% YoY). On the balance sheet, ROKU closed FY2025 with $4.43B in total assets against $799.0M in total debt (Altman Z-Score: 9.02, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $4.74B | $88.4M | $483.7M | $478.4M | $4.43B | $799.0M |
| FY2024 (FY) | 2024-12-31 | $4.11B | -$129.4M | $218.0M | $213.0M | $4.30B | $815.0M |
| FY2023 (FY) | 2023-12-31 | $3.48B | -$709.6M | $255.9M | $99.0M | $12.76B | $2.99B |
3. ROKU Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs ROKU stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Roku Inc. (NASDAQ: ROKU) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 63/100 at a spot price of $155.12 (-0.77% 1D, market cap $23.20B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 16/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 10/20. Across 132 tracked Communication Services issuers, ROKU ranks #20 in composite RQD confidence.
How does ROKU compare to RCI and CHTR in the Communication Services sector?
Within the Communication Services sector (Cable & Other Pay Television Services), ROKU carries a Roarable C (63/100 RQD), trailing P/E of N/A, gross margin of 43.8%, and ROIC of -0.2%. By comparison, RCI (Rogers Communication Inc.) holds a D+ grade (55/100 RQD, P/E 32.8x, ROIC 9.9%, cap $17.00B) and CHTR (Charter Communications Inc. (Class A)) posts a D grade (44/100 RQD, P/E N/A, ROIC 9.3%, cap $12.49B). Among the 5-stock peer group, CMCSA leads on earnings multiple (4.0x) while CMCSA leads on capital efficiency (11.5% ROIC).
What are the biggest fundamental strengths and SEC risk factors for ROKU?
Per ROKU's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001428439), Roku Inc. generated $4.74B in revenue (+15.2% YoY), $88.4M in net income, and $478.4M in free cash flow against $4.43B in total assets and $799.0M in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is ROKU trading relative to its 50-day, 200-day, and 52-week technical levels?
ROKU last traded at $155.12 (-0.77% on volume of 3,977,998 shares), positioning the stock +0.02% above its 50-day simple moving average ($155.09) and +20.95% above its 200-day simple moving average ($128.25). Across its 52-week range of $78.53 to $160.22, ROKU sits at the 93.8% percentile with a 14-day RSI of 53.8 (NEUTRAL RANGE) and an implied next-earnings move of ±2.7% ($150.93 to $159.31).
ROKU Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is ROKU stock moving today?
Why ROKU Stock slipped -0.77% Today — RQD Quant Desk Flash. Solid 44% profit margin (-0% return on capital), mixed timing at current multiples—hold if owned, no rush to chase.
ROKU — Roku Inc.: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
The Roarable RQD rating is 63 out of 100, a letter grade of C, with the verdict label "Roarable Hold — Fair / Balanced Risk-Reward," per the Roarable RQD rating. The five pillars are:
- Fundamental Cash Engine: 11 / 20. Per the Roarable RQD rating, this pillar reflects ROIC of -0.2% and an FCF yield of 2.06%. For an investor, this indicates the business is not currently generating a return on invested capital above zero, though free cash flow relative to market value is positive.
- Whale 13F Flow: 16 / 20. Per the Roarable RQD rating, this pillar is labeled as reflecting institutional accumulation and options positioning. This is the strongest pillar and suggests institutional interest relative to the other factors, though the source data does not include the underlying 13F holdings.
- Insider Conviction: 10 / 20. Per the Roarable RQD rating, this pillar references SEC Form 4 and Congressional PTR cluster flow. This is a middling score; the source data does not provide the underlying trade detail.
- Macro Regime Fit: 11 / 20. Per the Roarable RQD rating, beta is 1.03 with sector sensitivity considered. For an investor, a beta near 1.0 implies market-like sensitivity to broad moves, neither defensive nor especially amplified.
- Forensic Balance Sheet: 15 / 20. Per the Roarable RQD rating, the Altman Z-Score is 9.02, the Piotroski F-Score is 9/9, and Debt/Equity is 0.28. This is the second-strongest pillar and points to balance sheet strength relative to the income statement.
Taken together, the investor implication is a trade-off. The balance sheet and institutional-flow pillars support the case, while the cash-engine and insider pillars are weaker. The "Hold" verdict signals that, per the Roarable RQD rating, risk and reward are assessed as roughly balanced at this price rather than clearly favorable in either direction.
Business
Roku Inc. is a NASDAQ-listed issuer classified in the Communication Services sector, within the Cable & Other Pay Television Services industry, per the profile. The source data does not describe its products, customers, or revenue model beyond the sector and industry classification. The company's market capitalization is $23.2B, per the profile and market data. Revenue reported in the SEC financials is $4737.3M for FY 2025.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $4737.3M | $-5.6M | $88.4M | N/A | $478.4M | $1587.1M | $799.0M |
| FY 2024 | $4112.9M | $-218.2M | $-129.4M | N/A | $213.0M | $2160.2M | $815.0M |
| FY 2023 | $3484.6M | $-792.4M | $-709.6M | N/A | $99.0M | N/A | $2986.1M |
Per the SEC financials, revenue grew across the three reported periods, and operating income moved from -$792.4M in FY 2023 to -$5.6M in FY 2025, with net income turning positive in FY 2025 at $88.4M. Per the market data, gross margin is 43.8%, operating margin is -0.1%, and net margin is 1.9%, with ROIC at -0.2%. Per the Roarable RQD rating, the Altman Z-Score is 9.02 and the Piotroski F-Score is 9/9. Per the SEC financials, debt fell from $2986.1M in FY 2023 to $799.0M in FY 2025, and cash was $1587.1M at FY 2025, consistent with the Debt/Equity of 0.28 cited in the RQD rating.
Recent Catalysts & News Wire Analysis
Per the recent news and catalysts section, the feed contains six items, all relating to Roku Inc. (ROKU), with the most recent published about one hour before the data timestamp:
- Trending-stock coverage (Yahoo Finance), YELLOW. A general market-action and positioning report.
- Buy-guide coverage (The Motley Fool), YELLOW. A general market-action report.
- Calendar item (Barchart.com), YELLOW. Headline references November 2 as a date to note; the source data does not specify the event.
- Earnings and merger coverage (24/7 Wall St.), YELLOW. Headline references Q3 earnings and a Fox merger on Nov. 2; the source data does not provide the content of either.
- Valuation coverage (Investing.com), GREEN, CATALYST. Headline reports a 77% stock move following an InvestingPro Fair Value identification.
- Acquisition coverage (Seeking Alpha), GREEN, CATALYST. Headline references a Fox acquisition boosting growth prospects.
Per the butterfly supply chain graph, the supply chain is recorded as "NONE," with no butterfly links and no proprietary signals. The key watch item is the Fox-related merger referenced in two headlines; the source data does not confirm its terms, status, or financial impact.
Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples
Per the butterfly supply chain graph, supply_chain is "NONE" and butterfly_links is empty, so no upstream or downstream dependencies are mapped in the source data. Sector and industry correlations beyond the classification of Communication Services and Cable & Other Pay Television Services are not available in source data. The 2nd-order ripple to watch is the referenced Fox transaction: its effect on Roku's revenue mix, margins, and balance sheet cannot be determined from the source data. An investor should note that the absence of mapped links means this analysis cannot identify bottlenecks.
Open Questions
- What are the terms, status, and expected financial impact of the Fox merger referenced in the news feed?
- What drove the swing from FY 2024 and FY 2023 operating losses to a small FY 2025 operating loss, and is it sustainable?
- What does the FY 2025 operating income of -$5.6M imply for the sustainability of the reported FY 2025 net income of $88.4M?
- What are the underlying 13F holdings and Form 4 / Congressional trades behind the 16/20 whale flow and 10/20 insider pillar scores?
- What are the forward earnings and valuation multiples, since P/E, forward P/E, and EV/EBITDA are unavailable?
ROKU Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Roku Inc. (ROKU) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
The Motley Fool report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Barchart.com report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
24/7 Wall St. report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Roku Inc. (ROKU) market action, institutional positioning, and fundamental catalysts.
ROKU Bull vs. Bear Conversation Board — What's Your Call at $155.12?
🔥 Official Bull vs. Bear Debate: Is ROKU (C • RQD 63/100) a Buy at $156.33?
Welcome to the ROKU (Roku Inc.) Roar Pit. Current RQD Composite is 63/100 (Roarable Hold — Fair / Balanced Risk-Reward) in Cable & Other Pay Television Services. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on ROKU — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on ROKU, but look at what you are paying: current EV/EBITDA multiples with 43.8% gross margins. Unless Roku Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
ROKU cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on ROKU, the market is fixating on short-term headline noise in Cable & Other Pay Television Services and ignoring the balance sheet and cash flow trajectory. At $156.33 (52-wk range $78.53 - $160.22), any beat on forward guidance forces shorts and underweight funds to chase.