Strong Ad Trends And Political Spending Boost Are Positive Catalysts For Roku, JP Morgan Analyst Says
Strong Ad Trends And Political Spending Boost Are Positive Catalysts For Roku, JP Morgan Analyst Says
Apart from this, adjusted EBITDA estimates remain unchanged at $45 million for the third quarter and $25 million for the fourth quarter, reflecting expectations of second-half adjusted EBITDA being lower than the first half's $85 million due to Device sales and marketing seasonality, adds the analyst.JP Morgan analyst Cory A Carpenter raised estimates for Roku, Inc. (NASDAQ:ROKU) ahead of its third-quarter results to reflect recent positive trends.
根據摩根大通分析師Cory A Carpenter的說法，他調高了對Roku, Inc. (納斯達克:ROKU) 第三季度業績的估值，以反映最近的積極趨勢。
Also, the analyst the price target to $92 (from $90), with an Overweight rating. The analyst expects Roku to deliver strong Platform results due to stable macro and ad trends, robust political spending, and contributions from the Olympics.
此外，該分析師將價格目標從$90提高到$92，並給予超重評級。 該分析師預計Roku將因宏觀環境和廣告趨勢穩定、政治支出強勁以及奧運會的貢獻而交付出色的平台業績。
Consequently, the analyst raised the third-quarter Platform revenue estimate from 9% year-over-year to 11% and from 11% to 12% for the fourth quarter.
因此，分析師將第三季度的平台營業收入估值從去年同期的9%提高到11%，將第四季度的估值從11%提高到12%。
Apart from this, adjusted EBITDA estimates remain unchanged at $45 million for the third quarter and $25 million for the fourth quarter, reflecting expectations of second-half adjusted EBITDA being lower than the first half's $85 million due to Device sales and marketing seasonality, adds the analyst.
除此之外，第三季度調整後的EBITDA估值保持不變，爲4500萬美元，第四季度爲2500萬美元，反映出分析師預期下半年的調整後EBITDA將低於上半年的8500萬美元，因爲設備銷售和營銷季節性因素。
Carpenter also expects management to reaffirm its outlook for accelerated Platform revenue growth in the fourth quarter and 2025. The analyst notes investor anticipations are elevated with Roku shares up 40% since the second-quarter earnings (versus Nasdaq +6%).
Carpenter還預計管理層將重申其對第四季度和2025年加速平台營業收入增長的前景。 該分析師指出，投資者對Roku股票的預期已經提高，自第二季度以來上漲了40%（而納斯達克上漲了6%）。
According to the analyst, Roku is strategically positioned to benefit from the ongoing shift to streaming as TV viewing habits evolve, with the bullish outlook primarily centered on Roku's substantial advertising potential.
根據該分析師的說法，Roku處於有利位置，可以從電視觀看習慣演變爲流媒體的持續轉變中受益，看好的展望主要集中在Roku的大量廣告潛力上。
The analyst anticipates Connected TV to be among the fastest-growing advertising mediums over the next 3-5 years, with Roku poised to be a significant beneficiary due to its scale and strong user engagement.
分析師預計，在接下來的3-5年中，聯機電視將是增長最快的廣告媒介之一，Roku將因規模和用戶參與度的優勢成爲重要受益者。
Investors can gain exposure to the stock via ARK Next Generation Internet ETF (NYSE:ARKW) and ARK Fintech Innovation ETF (NYSE:ARKF).
投資者可以通過紐交所(ARKW)的ARK Next Generation Internet ETF和紐交所(ARKF)的ARK Fintech Innovation ETF獲得該股的曝光。
Price Action: ROKU shares are up 0.51% at $77.80 at the last check Thursday.
價格走勢：ROKU股價在週四最後一次檢查時上漲了0.51%，報77.80美元。
Photo via Shutterstock
圖片來自shutterstock。
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譯文內容由第三人軟體翻譯。
