Is Roku Stock Worth Buying May 2026

: While platform revenue is strong, device revenue is projected to remain flat or decline slightly as the company uses hardware as a loss leader.

: The company surpassed the 100 million streaming households milestone in early 2026. It now controls over 44% of U.S. streaming hours , making it an indispensable gatekeeper for advertisers. is roku stock worth buying

: Roku faces intense competition from Amazon Fire TV, Google TV, and Apple TV. Any strategic shift by these giants—such as pulling key apps or aggressive hardware pricing—could pressure Roku’s market share. : While platform revenue is strong, device revenue

As of April 2026, has transitioned from a volatile growth play into a legitimate, profitable platform powerhouse. Trading at $114.38 with a market capitalization of approximately $16.86 billion , the company is coming off a transformative 2025 where it posted its first annual profit in years. streaming hours , making it an indispensable gatekeeper