Quick Read – Roku (ROKU) surged 15.29% year to date on a big EPS beat but trades at a trailing P/E of 93 with Devices segment declining substantially YoY and negative gross margins, Disney trades at just 17x trailing earnings versus Roku’s bloated valuation. – Disney’s streaming…
ofitability inflection is happening now, Roku remains a crowded trade dependent on a single living-room advertising business competing against Amazon, Google, and Samsung. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Disney didn’t make the cut. Grab the names FREE today
Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now.
The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a forward multiple of 53, priced like it has already won connected TV advertising. The fundamentals say otherwise. The Devices segment is in structural decline at -16% YoY with gross margins in the high negative 20% range, and management itself flags tightening memory chip supply as a margin headwind for the back half of 2026.