Key Takeaways for Roku Stock as of August 2026

• Six-Month Rally: Roku stock has climbed 61% since early March, driven by Fox Corp’s $22B cash-and-stock acquisition announced June 15, valued at $160/share at signing.
• Q2 Revenue Beat: Q2 revenue hit $1.35B, up 22% YoY and $50M above the $1.30B consensus, with advertising revenue growing 25% and subscriptions up 26%.
• Street Parked at the Offer: 6 buys, 1 outperform, 20 holds, and 1 underperform, with a $162 mean target sitting 3% above the $158 close.
• Model Gap: TIKR’s mid-case model values Roku stock at $324 by December 2030, implying 105% total return, or 18% annualized.

Roku stock trades at a 3% spread to the Fox deal price while TIKR’s…