Roku Inc Class A

ROKU: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Roku Earnings: Excellent Results Don't Merit Selloff, Even as We See Shares as Overvalued

Matthew Dolgin

Oct 31, 2025

Roku had an excellent third quarter across every notable metric and raised its full-year outlook, but the stock was down midsingle digits in after-hours trading. We see no reason for disappointment with these results, but any reason for market rationalization makes sense to us.

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Roku Inc Class A

Roku Earnings: Excellent Results Don't Merit Selloff, Even as We See Shares as Overvalued

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