Roku's Improving Margins Signal a Turnaround: Is the Stock a Buy Now?
ROKU's rising margins, stronger ad demand and expanding engagement signal a turnaround gaining momentum across its platform ecosystem.
Roku upgraded to ‘Buy' on platform revenue upside
Roku Inc (NASDAQ:ROKU) has been upgraded to a ‘Buy' rating by Jefferies, which raised its price target to $135 from $100, with the firm pointing to potential upside in the company's platform revenue as the primary driver behind the upgrade. The new price target implies upside of about 28% from Roku's share price at the analysts' time of writing.
Are Consumer Discretionary Stocks Lagging Roku (ROKU) This Year?
Here is how Roku (ROKU) and Super Group (SGHC) Limited (SGHC) have performed compared to their sector so far this year.
Roku, Inc. (ROKU) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Roku, Inc. (ROKU) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Roku, Inc. (ROKU) Is a Trending Stock: Facts to Know Before Betting on It
Roku (ROKU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Roku: Intensified Ad Monetization And Robust Engagement Trigger Compelling Valuations - Reiterate Buy
Roku remains a great buy as it rebounds from the established Q4 '25 support levels, with the market putting their prior lumpy platform margin concerns behind them. ROKU's ramping up of the Amazon DSP partnership may accelerate the former's advertising monetization, allowing them to tap into the growing CTV ad market size of $46.89B in 2028. This builds upon the robust subscription growth as observed in the streaming share expansion, aided by the completed Frndly TV acquisition and the recent launch of the ad-free tier, Howdy.
Roku: The GAAP Profitability Inflection Is Here
Roku is transitioning from a growth stock to a margin expansion story, with strict cost discipline driving operating leverage and profitability. ROKU's recent results exceeded guidance, with solid gross profit growth and ongoing GAAP profitability, supported by strategic monetization initiatives. Consensus estimates understate the company's margin potential; I expect rapid margin expansion, making the current valuation attractive for long-term investors.
Roku, Inc. (ROKU) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Roku (ROKU). This makes it worthwhile to examine what the stock has in store.
Are Consumer Discretionary Stocks Lagging Roku (ROKU) This Year?
Here is how Roku (ROKU) and Super Group (SGHC) Limited (SGHC) have performed compared to their sector so far this year.
Wall Street Analysts See Roku (ROKU) as a Buy: Should You Invest?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Roku, Inc. (ROKU) Is a Trending Stock: Facts to Know Before Betting on It
Roku (ROKU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Earnings Estimates Moving Higher for Roku (ROKU): Time to Buy?
Roku (ROKU) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
