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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美东时间10月31日，多家华尔街大行更新了$Roku Inc (ROKU.US)$的评级，目标价介于67美元至100美元。
摩根士丹利分析师Cameron McVeigh维持卖出评级，并将目标价从65美元上调至67美元。
摩根大通分析师Cory Carpenter维持买入评级，维持目标价92美元。
美银证券分析师Ruplu Bhattacharya维持买入评级，维持目标价90美元。
花旗分析师Jason Bazinet维持持有评级，维持目标价77美元。
奥本海默控股分析师Jason Helfstein维持持有评级。
此外，综合报道，$Roku Inc (ROKU.US)$近期主要分析师观点如下：
Roku的第三季度业绩和第四季度指引超出预期，得益于政治广告、SVOD平台价格上涨以及与第三方DSP合作伙伴关系初步收益的增长。尽管出现了这些积极发展，但由于来自政治领域的挑战性比较以及第三方DSP贡献的减速，在更加竞争激烈的CTV行业中，人们对未来一年平台营收增长加速的潜力产生了担忧。
Roku在第三季度的表现超出预期，然而将增长动态预期到2024年第四季度/2025年上半年似乎并不那么直接。建议提供更多明晰度以支持更加乐观的展望，鉴于当基于新预测的2025年EV/EBITDA倍数时，Roku的估值似乎过高。
以下为今日9位分析师对$Roku Inc (ROKU.US)$的最新投资评级及目标价：
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