Roku Stock Soars 20%. The Streaming Play Could Be for Sale. -- Barrons.com

Dow Jones04:44

By Kit Norton

Shares of Roku surged Friday after a report the streaming technology maker is in sale talks with at least one major U.S. media company.

Roku stock jumped 20% to $143.66 on Friday, marking its highest closing price since Feb. 17, 2022, and the best daily percentage gain since 2023, according to Dow Jones Market Data.

Shares have climbed 10% in June, part of a 32% advance this year.

Investors pushed the stock higher after Bloomberg reported that Roku is discussing a possible sale and has been in discussions with at least one U.S. media company about a potential combination. No decisions have been made about the possible sale and there's no certainty a sale will take place, according to the report.

Roku didn't immediately respond to a request for comment from Barron's.

Roku makes streaming devices and licenses its operating system to TV makers, enabling viewers to watch platforms like Apple TV, Netflix, and Comcast's Peacock. The company receives advertising revenue and gets a cut of subscription fees for channels and streaming services that are bought through its platform.

On April 30, Roku surpassed Wall Street expectations with its first-quarter earnings and raised guidance. For the first-quarter, advertising revenue jumped 27% from a year ago and subscription revenue surged 30%.

For the full year, Roku expects earnings before interest, taxes, depreciation, and amortization of $675 million on revenue of $5.54 billion.

Roku shares were up 93% over 12 months as of Friday, surging broadly on the expectation that the shift from linear TV to streaming will be a tailwind for earnings.

Write to Kit Norton at kit.norton@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

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June 12, 2026 16:44 ET (20:44 GMT)

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