Roku shares have become attractively valued after an AI-driven selloff, despite ad revenue headwinds appearing premature. Roku's CTV-focused ad revenues are well-positioned for macro catalysts in 2025-2026, including political ad spend and major sporting events occurring this year. Gross margins are improving, with management targeting a 51-52% structure, supported by data licensing partnership...
Wedbush has reiterated its bullish stance on Roku Inc (NASDAQ:ROKU) ahead of its fourth quarter earnings report, due on February 12, with analysts pointing to the company's “profitable growth drivers” and positioning on their Best Ideas List. The analysts maintained an ‘Outperform' rating and $130 price target, which implies significant upside from current levels of about $86.
Robinhood's popularity among younger people could make it highly successful in the next 10 years. Roku should benefit as streaming continues to capture a larger share of television viewing time.
Netflix has a large addressable market in streaming, a strong brand, and opportunities to expand margins. Roku is the operating system for TV streaming, positioning it for significant growth in advertising revenue.
SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, Inc. (Nasdaq: ROKU) announced it will release fourth quarter 2025 financial results after the stock market closes on Thursday, Feb. 12, 2026. The company will host a live webcast of its earnings call at 2:00 PM Pacific Time on Feb. 12. Participants may access the live webcast in listen-only mode from the Roku investor relations website. An archive...
Entering 2025, Roku's valuation was reasonable relative to its growth and profitability. The company's pricing in advertising needs to improve for the stock to perform better over the long term.
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