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結果和Q4預測超出預期，得益於政治廣告、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）合作帶來的初步收益。然而，由於政治因素和第三方DSP貢獻放緩，可能會對該平台未來一年的營業收入增速構成挑戰性比較，尤其在競爭更加激烈的連接電視（CTV）行業中。
Roku的Q3平台營收增長以及預計Q4大約14%的平台營收增長被認爲是'穩固的'。然而，令人擔憂的是2025年加速增長未獲提及，這可能導致股票短期面臨投資者預期較高的壓力。
Roku第三季度的業績在各項指標上均超出預期，對第四季度收入的預測也高於共識。然而，第四季度利潤的預測略低於預期。觀衆參與度保持強勁，觀看時長增長20%，每位觀衆的流量增加，The Roku Channel實現了80%的年增長。此外，成本可能僅在未來一年略微上升，有望進一步擴大利潤率。
公司觀察到，Roku在Q3方面的顯著表現被Q4 2024年和2025年上半年增長軌跡的可預測性所抑制。公司建議，鑑於Roku的估值高達公司預計的2025年EV/EBITDA的27倍，需要更明確的展望來支持更樂觀的情景。
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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