Benchmark Co. analyst Daniel Kurnos maintains $Roku Inc (ROKU.US)$ with a buy rating, and adjusts the target price from $105 to $100.
According to TipRanks data, the analyst has a success rate of 47.7% and a total average return of 1.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Roku Inc (ROKU.US)$'s main analysts recently are as follows:
Roku's Q3 outcomes and Q4 forecasts surpassed expectations, influenced by political advertising, heightened prices from SVOD platforms, and initial gains from partnerships with third-party DSPs. Nonetheless, challenges are anticipated in maintaining accelerated platform revenue growth in the coming year due to difficult comparisons with political ad revenue and a deceleration in third-party DSP contributions, all within a highly competitive CTV industry.
Roku's third-quarter results surpassed expectations across all metrics, with fourth-quarter revenue projections also exceeding consensus. However, anticipated profits for Q4 were somewhat below expectations. Engagement on the platform remained robust, evidenced by a 20% rise in viewing hours, gains per streaming viewer, and an 80% year-over-year increase for The Roku Channel. Additionally, preliminary assessments suggest only a modest increase in costs for the upcoming year, potentially contributing to continued margin growth.
Roku's third-quarter results surpassed expectations, however, the forecast for growth dynamics going into the fourth quarter of 2024 and the first half of 2025 seems less predictable. Analysts suggest that greater clarity is necessary for a more optimistic outlook, considering the company's valuation appears steep based on the new estimates for its 2025 EV/EBITDA multiples.
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本臻力行分析師Daniel Kurnos維持$Roku Inc (ROKU.US)$買入評級，並將目標價從105美元下調至100美元。
根據TipRanks數據顯示，該分析師近一年總勝率為47.7%，總平均回報率為1.0%。
此外，綜合報道，$Roku Inc (ROKU.US)$近期主要分析師觀點如下：
Roku的第三季度業績和第四季度預測超出預期，受到政治廣告的影響，SVOD平台價格上漲，以及與第三方DSP合作初期收益的影響。然而，由於與政治廣告收入的難以比較以及第三方DSP貢獻減緩，今年即將面臨的挑戰在於維持加速的平台營收增長，同時在競爭激烈的CTV行業中。
Roku的第三季度業績超出所有指標的預期，第四季度營收預測也超出共識。然而，第四季度預期利潤略低於預期。平台的參與度保持強勁，如觀看時長增長20％，每位流媒體觀衆的收益增加，以及The Roku Channel的同比增長80％。此外，初步評估表明，即將到來的一年成本僅略微增加，可能有助於持續毛利增長。
Roku的第三季度業績超出預期，然而，進入2024年第四季度和2025年上半年的增長動態預測似乎不太可預測。分析師建議更清晰的前景，以更樂觀地展望，考慮到根據2025年EV/EBITDA倍數的新估計，該公司的估值看起來過高。
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