On Nov 01, major Wall Street analysts update their ratings for $Roku Inc (ROKU.US)$, with price targets ranging from $67 to $100.
Morgan Stanley analyst Benjamin Swinburne maintains with a sell rating, and adjusts the target price from $60 to $67.
Macquarie analyst Tim Nollen maintains with a buy rating.
KeyBanc analyst Justin Patterson maintains with a hold rating.
Benchmark Co. analyst Daniel Kurnos maintains with a buy rating, and adjusts the target price from $105 to $100.
Furthermore, according to the comprehensive report, the opinions of $Roku Inc (ROKU.US)$'s main analysts recently are as follows:
Q3 results and Q4 forecasts surpassed expectations, fueled by political advertising, subscription video on demand (SVOD) platforms' price hikes, and initial gains from partnerships with third-party Demand-Side Platforms (DSP). Yet, challenging comparisons due to political factors and a deceleration in third-party DSP contributions may pose risks to the platform's revenue growth acceleration in the upcoming year amidst a more competitive Connected TV (CTV) industry.
Roku's Q3 platform revenue growth and the projected approximately 14% platform revenue growth for Q4 were deemed 'solid'. However, the concern arises from the omission of any reference to accelerating growth in 2025, which may lead to near-term pressure on the stock due to high investor expectations.
Roku's third-quarter results surpassed expectations across all metrics, and forecasts for fourth-quarter revenue are also exceeding consensus. However, the projection for fourth-quarter profits was marginally below expectations. Engagement remains robust with a 20% rise in viewing hours, increases in streaming per viewer and an 80% year-over-year growth for The Roku Channel. It's also observed that costs are likely to rise only slightly in the following year, potentially contributing to further margin expansion.
The firm observes that Roku's substantial outperformance in Q3 is tempered by a growth trajectory into Q4 of 2024 and the first half of 2025 that appears less predictable. The firm suggests that a clearer outlook is necessary to support a more optimistic scenario given Roku's valuation, which stands high at 27 times the firm's projected 2025 EV/EBITDA.
Here are the latest investment ratings and price targets for $Roku Inc (ROKU.US)$ from 4 analysts:
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美東時間11月1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Benjamin Swinburne維持賣出評級，並將目標價從60美元上調至67美元。
麥格理集團分析師Tim Nollen維持買入評級。
KeyBanc分析師Justin Patterson維持持有評級。
本臻力行分析師Daniel Kurnos維持買入評級，並將目標價從105美元下調至100美元。
此外，綜合報道，$Roku Inc (ROKU.US)$近期主要分析師觀點如下：
Q3的結果和Q4的預測均超出預期，受政治廣告、訂閱視頻點播（SVOD）平台的價格上漲以及與第三方需求方平台（DSP）的合作初步收益的推動。然而，由於政治因素和第三方DSP貢獻放緩的挑戰性比較可能對平台在未來一年內營收增速加快構成風險，尤其是在競爭更激烈的聯網電視（CTV）行業中。
Roku的Q3平台營收增長以及Q4預計約14%的平台營收增長被認爲"穩健"。然而，關注點在於2025年加速增長沒有被提及，這可能導致由於投資者對高預期的股價造成短期壓力。
Roku的第三季度結果在所有指標上均超出預期，第四季度營收預測也高於共識。然而，第四季度利潤預期略低於預期。用戶參與度保持強勁，觀看時長增長20％，每位觀衆的流量增加，The Roku Channel的年度增長率達到80％。同時觀察到成本可能在接下來的一年中只略微增長，有可能進一步促進利潤率擴張。
公司觀察到Roku在Q3的顯著表現受到2024年Q4和2025年上半年增長軌跡的拖累，該增長似乎較不可預測。公司建議，鑑於Roku的高估值（高達公司預計的2025年EV/EBITDA的27倍），爲支持更樂觀的情景，需要更清晰的展望。
以下爲今日4位分析師對$Roku Inc (ROKU.US)$的最新投資評級及目標價：
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