Forget Roku: This Stock Is a Far Better Value for Long-Term Investors
Key takeaways
- Disney’s streaming profitability inflection is happening now, Roku remains a crowded trade dependent on a single living-room advertising business competing against Amazon, Google, and Samsung.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Disney didn t make the cut.
- Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run.
Forget Roku: This Stock Is a Far Better Value for Long-Term Investors FASTILY / Wikimedia Commons Alex Sirois Tue, June 2, 2026 at 7:43 PM GMT+7 3 min read ROKU DIS NVDA AMZN GOOG Quick Read Roku (ROKU) surged 15.29% year to date on a big EPS beat but trades at a trailing P/E of 93 with Devices segment declining substantially Yo Y and negative gross margins, Disney trades at just 17x trailing earnings versus Roku’s bloated valuation.
Disney’s streaming profitability inflection is happening now, Roku remains a crowded trade dependent on a single living-room advertising business competing against Amazon, Google, and Samsung.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Disney didn t make the cut. Grab the names FREE today.