Roku Exceeds Market Returns with 1.84% Gain, Outpacing S&P 500.

Roku (ROKU) shares rose 1.84% to $90.27, beating the S&P 500's 0.28% gain. The video streaming company's stock increased 10.13% over the previous month, outperforming the Consumer Discretionary sector and the S&P 500. Roku is expected to report earnings of -$0.17 per share and revenue of $1.07 billion in its upcoming release. The Zacks Consensus Estimates project full-year earnings of -$0.18 per share and revenue of $4.55 billion, a +79.78% and +10.54% change from the prior year, respectively.

Roku (ROKU) shares rose 1.84% to $90.27, outperforming the S&P 500's 0.28% gain on July 2, 2025. The video streaming company's stock increased 10.13% over the previous month, surpassing the Consumer Discretionary sector and the S&P 500. Roku is expected to report earnings of -$0.17 per share and revenue of $1.07 billion in its upcoming release [1].

Analysts expect full-year earnings of -$0.18 per share and revenue of $4.55 billion, representing a +79.78% and +10.54% change from the prior year, respectively [1]. Roku's strong performance can be attributed to several factors, including its partnership with Amazon and the increasing demand for streaming services.

Roku's revenue growth has been robust, with a 18.03% increase in 2024 compared to the previous year [3]. However, the company has faced challenges with its average revenue per user (ARPU) and EBITDA margin, which have decreased over the last few years [2]. Despite these challenges, analysts remain optimistic about Roku's long-term prospects, with an average rating of "Buy" and a 12-month stock price target of $92.63 [3].

The recent partnership with Amazon is expected to boost Roku's ad sales and expand its reach in the connected TV market [3]. This partnership is seen as a significant catalyst for Roku's growth, with analysts estimating that it will enable marketers to sell ads to a combined audience of about 80 million households [24].

In conclusion, Roku's stock performance has been strong, with significant gains in the last month and a positive outlook for the upcoming earnings release. Despite some challenges, the company's partnership with Amazon and the growing demand for streaming services suggest that Roku is well-positioned for continued growth.

References:
[1] https://finance.yahoo.com/quote/ROKU/
[2] https://finance.yahoo.com/news/3-reasons-avoid-roku-1-040608164.html
[3] https://stockanalysis.com/stocks/roku/