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Feb 13, 2026 12:01 PM

Roku Stock Jumps As Platform Revenue Growth Accelerates, Profitability Improves

Shares of Roku Inc (NASDAQ:ROKU) rallied in early trading on Friday, after the company reported upbeat fourth-quarter results.

Here are the key analyst insights:

KeyBanc Capital Markets analyst Justin Patterson maintained an Overweight rating, while raising the price target from $128 to $130.

JPMorgan analyst Cory Carpenter reiterated an Overweight rating and price target of $125.

Benchmark analyst Daniel Kurnos reaffirmed a Buy rating and price target of $130.

Check out other analyst stock ratings.

KeyBanc Capital Markets: Roku reported revenue of $1.40 billion and EBITDA of $169.4 million, topping Street estimates of $1.36 billion and $147 million, respectively, Patterson said in a note. The company's outperformance was driven by strength in Platform revenue, he added.

Management guided to first-quarter revenue and EBITDA of $1.20 billion and $130 million, which came in higher than the consensus of $1.17 billion and $95 million, respectively, the analyst stated. "With Roku transforming into a high-teens Platform revenue grower with improved GAAP EPS and FCF ...