Why did Roku stock jump about 13% today?

Roku reported a $80.5 million profit in Q4 and guided full year revenue above analyst estimates. Those updates suggest ads are stabilizing and platform monetization is improving. Investors bid shares higher as margin and cash flow prospects brightened, shifting sentiment after a tougher stretch for connected TV advertising.

Did Roku post a profit in Q4, and is it sustainable?

Yes. Roku Q4 profit was $80.5 million, a notable improvement from prior losses. Sustainability depends on continued ad demand, disciplined operating expenses, and steady engagement growth. Key markers include operating margin, free cash flow, and ARPU. We will watch these trends across 2026 to confirm durable profitability.

What is Roku’s revenue outlook after earnings?

Management guided annual revenue above Street estimates, citing stronger platform performance and better ad trends. While the company did not detail exact figures in our sources, the direction supports a recovery in connected TV spending. Investors should track quarterly updates for confirmation on growth, margins, and cash generation.

Is Roku stock a buy after the earnings pop?

It depends on risk tolerance. Analysts skew positive, with 29 Buys, 5 Holds, and 1 Sell. Our stock grade is B with a Hold suggestion, given valuation and execution needs. Key risks are ad volatility and competition. Consider scaling entries, and watch margins, ARPU, and cash flow for confirmation.

Global Market Insights

ROKU Stock Today: February 13 — 13% Pop on Q4 Profit, Upbeat Outlook

ByDanny Kontos February 13, 2026February 13, 2026

Roku stock jumped about 13% on February 13 after the company posted a surprise fourth quarter profit of $80.5 million and guided annual revenue above Wall Street estimates. Shares of ROKU rallied as improving ad demand and tighter costs pointed to healthier margins and cash flow. The upbeat print lifted sentiment around platform monetization and near term growth. Below, we explain the results, the Roku earnings outlook, and what the move could mean for valuation and trading setups in the weeks ahead.