Roku Inc. (ROKU) — What Changed

Material changes in the AI committee's view · 20 events tracked · Detected nightly

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2026-08-01 MAJOR
▲ Agreement Shift

ROKU's Committee agreement moved from 42.90% to 71.40% (+28.50pp, 1 day(s) apart).

42.90 → 71.40 (+28.5)

2026-08-01 MINOR
▲ Score Change

ROKU's Committee score moved from 56.71 to 58.81 (+2.10, 1 day(s) apart).

56.71 → 58.81 (+2.1)

2026-08-01 MATERIAL
— Conviction Change

ROKU's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MINOR
▼ Score Change

ROKU's Committee score moved from 58.60 to 56.71 (-1.89, 1 day(s) apart).

58.60 → 56.71 (-1.9)

2026-07-28 MINOR
▼ Score Change

ROKU's Committee score moved from 59.72 to 58.60 (-1.12, 1 day(s) apart).

59.72 → 58.60 (-1.1)

2026-07-24 MINOR
▲ Score Change

ROKU's Committee score moved from 58.19 to 58.50 (+0.31, 1 day(s) apart).

58.19 → 58.50 (+0.3)

2026-07-18 MINOR
▼ Score Change

ROKU's Committee score moved from 58.76 to 57.33 (-1.43, 1 day(s) apart).

58.76 → 57.33 (-1.4)

2026-07-17 MINOR
▼ Score Change

ROKU's Committee score moved from 59.31 to 58.76 (-0.55, 1 day(s) apart).

59.31 → 58.76 (-0.6)

2026-07-16 MAJOR
▼ Agreement Shift

ROKU's Committee agreement moved from 80.00% to 42.90% (-37.10pp, 1 day(s) apart).

80.00 → 42.90 (-37.1)

2026-07-16 MINOR
▲ Score Change

ROKU's Committee score moved from 58.54 to 59.31 (+0.77, 1 day(s) apart).

58.54 → 59.31 (+0.8)

2026-07-16 MAJOR
— Conviction Change

ROKU's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-15 MAJOR
▲ Agreement Shift

ROKU's Committee agreement moved from 42.90% to 80.00% (+37.10pp, 1 day(s) apart).

42.90 → 80.00 (+37.1)

2026-07-15 MINOR
▼ Score Change

ROKU's Committee score moved from 59.93 to 58.54 (-1.39, 1 day(s) apart).

59.93 → 58.54 (-1.4)

2026-07-15 MAJOR
— Conviction Change

ROKU's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-14 MAJOR
▼ Agreement Shift

ROKU's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-14 MINOR
▼ Score Change

ROKU's Committee score moved from 63.40 to 59.93 (-3.47, 1 day(s) apart).

63.40 → 59.93 (-3.5)

2026-07-14 MATERIAL
— Conviction Change

ROKU's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
— Rating Change

ROKU moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MATERIAL
▼ Agreement Shift

ROKU's Committee agreement moved from 71.40% to 60.00% (-11.40pp, 1 day(s) apart).

71.40 → 60.00 (-11.4)

2026-07-13 MATERIAL
— Conviction Change

ROKU's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →