Roku’s 100M household milestone underpins robust fundamentals and justifies Jefferies’ $140 target. The growth trajectory should sustain earnings momentum into Q1 2026.

Market sentiment remains bullish after the 100M households announcement, driving a share rally. Trend analysis shows continued upward momentum on volume and price action.

Long-term prospects look favorable with Roku’s diversified streaming ecosystem offsetting competitive pressures. However, subscriber churn remains a risk that could temper growth.

RSI sits at 65, and the 50-day MA sits above the 200-day MA confirming bullish momentum. A bullish engulfing pattern on the daily chart suggests potential upside continuation.