On Oct 31, major Wall Street analysts update their ratings for $Roku Inc (ROKU.US)$, with price targets ranging from $67 to $100.
Morgan Stanley analyst Cameron McVeigh maintains with a sell rating, and adjusts the target price from $65 to $67.
J.P. Morgan analyst Cory Carpenter maintains with a buy rating, and maintains the target price at $92.
BofA Securities analyst Ruplu Bhattacharya maintains with a buy rating, and maintains the target price at $90.
Citi analyst Jason Bazinet maintains with a hold rating, and maintains the target price at $77.
Oppenheimer analyst Jason Helfstein maintains with a hold rating.
Furthermore, according to the comprehensive report, the opinions of $Roku Inc (ROKU.US)$'s main analysts recently are as follows:
Q3 results and Q4 guidance for Roku surpassed expectations, bolstered by political advertising, price hikes from SVOD platforms, and initial gains from partnerships with third-party DSPs. Despite these positive developments, concerns are emerging about the potential for accelerated platform revenue growth in the coming year due to challenging comparisons from political segments and a deceleration in third-party DSP contributions, all within a more competitive CTV industry.
Roku's performance in Q3 surpassed expectations, yet the projection of growth dynamics into Q4 2024/first half of 2025 appears to be less straightforward. It is suggested that increased clarity is necessary to support a more optimistic outlook, considering Roku's valuation appears steep when based on the newly projected 2025 EV/EBITDA multiples.
Here are the latest investment ratings and price targets for $Roku Inc (ROKU.US)$ from 9 analysts:
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美東時間10月31日，多家華爾街大行更新了$Roku Inc (ROKU.US)$的評級，目標價介於67美元至100美元。
摩根士丹利分析師Cameron McVeigh維持賣出評級，並將目標價從65美元上調至67美元。
摩根大通分析師Cory Carpenter維持買入評級，維持目標價92美元。
美銀證券分析師Ruplu Bhattacharya維持買入評級，維持目標價90美元。
花旗分析師Jason Bazinet維持持有評級，維持目標價77美元。
奧本海默控股分析師Jason Helfstein維持持有評級。
此外，綜合報道，$Roku Inc (ROKU.US)$近期主要分析師觀點如下：
Roku第三季度的業績和第四季度的指導超出預期，主要受到政治廣告、SVOD平台的定價上漲以及與第三方DSP合作的初步收益的支撐。儘管出現了這些積極的發展，但對未來一年平台營收增長加速的潛力產生了擔憂，這是因爲政治板塊的比較難度增加和第三方DSP貢獻放緩，所有這些都發生在一個更具競爭力的CTV行業中。
Roku第三季度的表現超出預期，但將增長動態預測到2024年第四季度/2025年上半年似乎不太直接。建議需要增加透明度來支持更加樂觀的展望，考慮到基於新預測的2025年EV/EBITDA倍數時Roku的估值似乎偏高。
以下爲今日9位分析師對$Roku Inc (ROKU.US)$的最新投資評級及目標價：
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