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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美东时间11月1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Benjamin Swinburne维持卖出评级，并将目标价从60美元上调至67美元。
麦格理集团分析师Tim Nollen维持买入评级。
KeyBanc分析师Justin Patterson维持持有评级。
本臻力行分析师Daniel Kurnos维持买入评级，并将目标价从105美元下调至100美元。
此外，综合报道，$Roku Inc (ROKU.US)$近期主要分析师观点如下：
第三季度的业绩和第四季度的预测超过了预期，受政治广告、订阅视频点播（SVOD）平台价格上涨以及与第三方需求侧平台（DSP）合作的初步收益推动。然而，由于政治因素造成的挑战性比较以及第三方DSP贡献的减速可能对平台在即将到来的一年内的营业收入增长加速构成风险，面对更具竞争力的联接电视（CTV）行业。
Roku第三季度平台营收增长和预计第四季度约14%的平台营收增长被认为“稳健”。然而，人们担心的是在2025年加速增长没有任何提及，这可能会导致股价受到近期压力，因为投资者对公司的期望较高。
Roku第三季度的各项指标均超出预期，第四季度营收预测也超过共识。然而，第四季度利润的预期略低于预期。用户参与度仍然强劲，观看时长增长20％，单个用户的观看量增加，The Roku Channel的同比增长80％。还观察到成本可能在接下来的一年中略微上升，有可能进一步扩大利润率。
该公司指出，Roku在第三季度的显著表现受到2024年第四季度和2025年上半年增长轨迹似乎不太可预测的影响。该公司建议，鉴于Roku的估值高达公司预计2025年EV/EBITDA的27倍，支持更乐观情景需要一个更为明确的展望。
以下为今日4位分析师对$Roku Inc (ROKU.US)$的最新投资评级及目标价：
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