Visit the full analysis for the latest explanation of Roku, Inc.'s stock movement.
Roku is the leading connected TV platform in the U.S., selling streaming devices and smart TVs while generating the bulk of its revenue from advertising and content distribution on its platform. The company is shifting toward higher-margin platform revenue, including premium subscription bundling and its $3/month Howdy service. Its Q4 earnings beat and above-consensus 2026 guidance are the catalysts driving the current rally and a wave of analyst upgrades.