InsidersTradesSigma
Follow the ROKU, INC stock price and the full management transaction log of the company, a listed issuer based in United States. Shares are listed on the US market, under the authority of SEC (Form 4). Operating in the Media & Communication sector, ROKU, INC has recorded 391 insider filings. Market capitalisation: €23.4bn. The latest transaction was filed on 17 August 2026 (Cession). Among the most active insiders: Collier Charles. The full history is openly available.
391
Insider Decl.
n/a
Thresholds
€469,096
2 ops.
Buy Volume
€92m
96 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate ROKU, INC Buy (bullish), based on 19 analysts. Average price target: US$162.45.
53Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 18,499 of 29,056 companies
43.4
score / 100
Value29
Quality58
FCF yld2.1%
Earn yld0.4%
EV/EBITDA54.6x
ROE13%
Gross mgn44%
Net mgn1.9%
Debt/EBITDA1.2x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 17 August 2026
Declarations391 total
64,976 shares0Class A Common StockSEC:0001716837-26-000024:0
44,795 shares0Class A Common StockSEC:0001716837-26-000024:1
20,181 shares0Class A Common StockSEC:0001716837-26-000024:2
10,719 shares@ US$150.000.0073% mcap76.9% of flowClass A Common StockSEC:0001937263-26-000008:0
552 shares@ US$146.250.0004% mcap7.3% of flowClass A Common StockSEC:0001959033-26-000014:0
1,888 shares@ US$146.210.0013% mcap57.2% of flowClass A Common StockSEC:0001393571-26-000018:1
2,000 sharesClass A Common StockSEC:0001393571-26-000018:0
10,269 shares@ US$49.590.0023% mcap0.4% of flowClass A Common StockSEC:0001951665-26-000020:3
112 shares@ US$146.980.0001% mcap3.4% of flowClass A Common StockSEC:0001393571-26-000018:2
1,439 shares@ US$146.380.0010% mcap0.2% of flowClass A Common StockSEC:0001951665-26-000020:2
10,269 shares@ US$49.590.0023% mcap0.4% of flowClass A Common StockSEC:0001951665-26-000020:0
8,830 shares@ US$145.850.0059% mcap1.0% of flowClass A Common StockSEC:0001951665-26-000020:1
9,313 shares@ US$145.880.0062% mcap1.1% of flowClass A Common StockSEC:0001951665-26-000020:4
956 shares@ US$146.390.0006% mcap0.1% of flowClass A Common StockSEC:0001951665-26-000020:5
10,269 shares@ US$49.590.0024% mcap0.7% of flowClass A Common StockSEC:0001951665-26-000018:0
9,043 shares@ US$142.450.0061% mcap1.7% of flowClass A Common StockSEC:0001951665-26-000018:1
1,226 shares@ US$142.960.0008% mcap0.2% of flowClass A Common StockSEC:0001951665-26-000018:2
10,269 shares@ US$49.590.0024% mcap0.4% of flowClass A Common StockSEC:0001951665-26-000018:3
1,226 shares@ US$142.960.0008% mcap0.1% of flowClass A Common StockSEC:0001951665-26-000018:5
9,043 shares@ US$142.440.0061% mcap1.7% of flowClass A Common StockSEC:0001951665-26-000018:4
554 sharesClass A Common StockSEC:0001959033-26-000012:0
1,847 sharesClass A Common StockSEC:0001374831-26-000004:0
10,269 shares@ US$49.590.0022% mcap0.7% of flowClass A Common StockSEC:0001951665-26-000016:0
25 of 391 declarations
关于 ROKU, INC
Roku, Inc. 是一家在美国纳斯达克（美国）上市的科技公司，专注于流媒体电视生态系统。该公司由 Anthony Wood 于 2002 年 10 月创立，最初名为 Roku LLC，并于 2008 年 2 月更名为 Roku, Inc.。其总部位于加利福尼亚州圣何塞，地处硅谷中心。Roku 通过结合流媒体软件平台、流媒体播放器、Roku 电视设备以及最近推出的智能家居产品，在联网电视领域建立了领先地位。([sec.gov](https://www.sec.gov/Archives/edgar/data/1428439/000162828026029310/roku-20260331.htm?utm_source=openai)) 截至 2026 年第一季度，Roku 的业务模式围绕三个可报告部门组织：广告、订阅和设备。这一结构反映了公司从硬件主导业务向平台主导的货币化模式的演变。Roku 通过广告、内容分发、订阅和相关服务创造价值，同时仍销售联网电视硬件。其平台帮助消费者访问免费和付费内容、直播电视、新闻、体育、电影和电视剧。该公司还销售相关的智能家居产品，包括安全摄像头、可视门铃、照明、插头和相关设备。([sec.gov](https://www.sec.gov/Archives/edgar/data/1428439/000162828026029310/roku-20260331.htm?utm_source=openai)) 从竞争角度来看，Roku 受益于强大的消费者品牌和流媒体电视领域庞大的安装基础，尤其在北美市场表现强劲。Roku 表示，根据 Hypothesis Group 的数据，按流媒体播放时长计算，它是美国、加拿大和墨西哥排名第一的电视流媒体平台。对于投资者而言，关键的战略点在于 Roku 处于媒体、数字广告和消费硬件的交汇点，这使其具有与流媒体平台、智能电视制造商和广告技术生态系统竞争的混合特征。([roku.com](https://www.roku.com/en-us/about/company?utm_source=openai)) 近期发展表明生态系统持续扩张。2026 年，Roku 宣布了新的内容和分发合作伙伴关系，包括将 Apple TV 添加到高级订阅中，以及在 Prime Video 上推出 Howdy。公司还继续围绕季度业绩和战略进行常规投资者沟通。在 2026 年第一季度更新中，Roku 指出其智能家居产品仅在美国销售，这突显了该产品线的国内集中度，尽管其流媒体平台在北美拥有更广泛的足迹。([roku.com](https://www.roku.com/investor?utm_source=openai)) 对于股票投资者而言，Roku 应被视为一家增长型公司，受益于联网电视广告、OTT 内容消费以及媒体预算向智能电视屏幕的长期转变。
