Roku, Inc. (NASDAQ:ROKU) is one of them ARK Investment Stock Portfolio: Top 10 Stock Picks for 2026. As of March 5, it has a strong buy rating with a 32% upside probability.
The latest update includes Seaport Global analyst David Joyce, who maintained a buy rating on the stock with a $130 price target on February 15.
Earlier on February 13, Rosenblatt Roku, Inc. (NASDAQ: ROKU ) raised it to Buy from Neutral and raised its price target to $118 from $106. According to TipRanks, the company’s analysts noted strong performance for the company in Q4 2025.
The company’s platform revenue rose 18% year over year to $1.22 billion in Q4, beating estimates of $1.18 billion. Diluted EPS came in at $0.53 versus expectations of $0.28.
In addition, Rosenblatt noted favorable forecasts for the first quarter and full year 2026 exceeded Wall Street’s expectations, as the company expressed hopes for a broader shift to ad-based streaming.
Rosenblatt believes the forecast once again looks achievable. In addition, the company said that Roku, Inc. ( NASDAQ:ROKU ) is seriously undervalued, given its EBITDA growth.
Roku, Inc. (NASDAQ:ROKU) operates a television streaming platform that provides viewers with access to content of their choice, enables content publishers to build audiences and monetize, and allows advertisers to engage with consumers.
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Read more: 40 Most Popular Stocks Among Hedge Funds Heading into 2026 and 10 Best Magic Formula Stocks for 2026.
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