What did Pivotal Research change in the Feb 16, 2026 ROKU analyst rating note?

Pivotal Research maintained a **Buy** rating on Roku, Inc. and raised its price target from **$135** to **$140** on **Feb 16, 2026**. The firm cited improved ad and platform trends as the reason for the higher target.

How should investors interpret the ROKU analyst rating and new price target?

A maintained Buy with a higher price target signals incremental optimism, not a dramatic shift. Investors should compare the **$140** target to consensus estimates, watch upcoming earnings, and assess ad revenue momentum before changing positions.

Does the ROKU analyst rating affect short-term stock moves?

Analyst notes can move sentiment, but this Feb 16 update showed **0.0%** price change at publication in the dataset. Short-term impact depends on how the note alters expectations relative to recent results and market conditions.

Where can I read the original Pivotal Research update on the ROKU analyst rating?

The Pivotal Research update was reported via TheFly on **Feb 16, 2026**; the coverage is available in the news summary linked in our sources [source](https://thefly.com/permalinks/entry.php/id4293298/4473286394/ROKU-Roku-price-target-raised-by--at-Pivotal-Research-heres-why).

Analyst Ratings

Pivotal Research Maintains Buy on ROKU Roku, Inc. Feb 16, 2026

ByDanny Kontos February 17, 2026February 17, 2026

The main update: Pivotal Research on Feb 16, 2026 maintained a Buy rating on Roku, Inc. and raised its price target to $140 from $135. This ROKU analyst rating note signals continued confidence in Roku’s ad and platform recovery after recent results. The firm cited revenue and ad-share momentum as reasons for the higher target. Meyka AI rates ROKU with a grade of B+, based on S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus.