Think You Missed the Boat on Roku? Here's the No. 1 Reason It Could Keep Climbing.

Core Viewpoint - Roku's stock has shown significant growth, gaining 33.6% over the past 52 weeks and trading 90.4% above its annual low, indicating a strong recovery and positive market sentiment towards the company [1]. Financial Performance - Roku has consistently exceeded Wall Street's quarterly revenue estimates for the last 12 reports, achieving a seven-quarter streak of positive earnings surprises [3][7]. - The company's adjusted earnings turned positive in Q2 2025, contrary to analyst expectations of a loss, marking a significant turnaround in profitability [3][7]. Market Position and Growth Prospects - Analysts project double-digit sales growth for Roku in 2025 and 2026, with even the most conservative estimates indicating positive earnings in the upcoming quarter [4][5]. - Roku's strategy of maintaining stable prices during inflation has allowed it to build market share, which is expected to enhance profitability and drive strong sales growth in the future [5][7].