By Ophir Gottlieb Roku Inc (NASDAQ:ROKU) is a Spotlight Top Pick, one of the riskiest we have in the portfolio, and a wave of downgrades has …
Morgan Stanley’s Benjamin Swinburne questions Roku’s monetization opportunity in a world where market share on consumer time spent keeps rising towards channels (Netflix, Youtube) that fail to realize big sales.
Needham’s Laura Martin thinks between Disney’s expert marketing prowess and direct payments heading ROKU’s way from OTT channels, this stock is primed to reap advantages from the DIS/Fox deal.
Needham’s Laura Martin appraises ROKU as a “pure-play” on OTT TV-viewing gains without the content risk Netflix poses.
Oppenheimer sees ROKU trading right now on factors stemming from limited float and soaring short interest.
Roku Inc (NASDAQ:ROKU) is fresh out of the public company gates with a knockout third quarter that even has sidelined Oppenheimer analyst Jason Helfstein highlighting …
Oppenheimer’s Jason Helfstein praises Roku from the sidelines.
Mark Mahaney believes the company is executing on its long-term vision, but remains sidelined.
