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ROKU

Roku

$168.83

12.06 (7.69%)

04:55
09/05/19
09/05
04:55
09/05/19
04:55

Roku management to meet with Needham

Meeting to be held in New York on September 5 hosted by Needham.

  • 05

    Sep

ROKU Roku
$168.83

12.06 (7.69%)

08/08/19
08/08/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Disney (DIS) upgraded to Outperform from Neutral at Credit Suisse with analyst Douglas Mitchelson saying he sees less risk to estimates now that the fiscal 2020 consensus earnings per share estimate dropped from over $8 per share a year ago to ~$6 per share today. 2. Lyft (LYFT) upgraded to Outperform from Neutral at Wedbush and to Neutral from Underweight at Atlantic Equities. 3. Roku (ROKU) was upgraded to Overweight from Equal Weight at Stephens and to Buy from Neutral at Rosenblatt. 4. Hertz (HTZ) upgraded to Overweight from Equal Weight at Barclays with analyst Brian Johnson saying the company's "impressive" Q2 plus favorable industry dynamics offers a "better runway for transformation." 5. Dollar General (DG) upgraded to Buy from Neutral at Goldman Sachs with analyst Christopher Prykull saying the broader market volatility that has brought shares of Dollar General down has created an opportunity for investors to step into a "favorably positioned" retailer. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/12/19
NEED
08/12/19
NO CHANGE
Target $150
NEED
Buy
Roku price target raised to $150 from $120 at Needham
Needham analyst Laura Martin raised her price target on Roku (ROKU) to $150 and kept her Buy rating, saying the stock remains her top mid-cap pick for 2019. The analyst contends that given their similar enterprise value to forward revenue multiples, she prefers Roku to Netflix (NFLX) as its "value proposition" to advertisers is on the rise. Martin is positive on Roku's position as an "arms dealer" in the OTT race, which makes it "indifferent" to which service or business model wins as long as it can sustain its revenue share from every service. At $150, Needham also has the highest price target on Roku on the Street.
08/27/19
WBLR
08/27/19
NO CHANGE
WBLR
William Blair sees Netflix-like growth for Roku and 100%-plus stock upside
Roku's (ROKU) active account growth is tracking ahead of Netflix (NFLX) at parallel stages, William Blair analyst Ralph Schackart tells investors in a research note. The analyst, who believes Roku will experience similar phased stages of international growth as Netflix did during its international expansion, forecasts Roku will have over 80M active accounts by the end of 2025. Netflix's double-digit net subscriber additions beat consistently between 2015 and 2015, and Roku has a similar opportunity since the Street lagged Netflix's actual growth, and Roku's active growth is already tracking ahead of Netflix at a comparable stage, contends Schackart. He estimates Roku's consolidated platform revenue at $4.5B in 2025, 89% of which will be generated domestically. The analyst also thinks Roku's market capitalization in 2024 may reach $45B, and $27B in 2020 in a bull case. Schackart sees 100%-plus stock upside potential through 2024 for Roku.
09/04/19
DADA
09/04/19
NO CHANGE
Target $185
DADA
Buy
Roku price target raised to $185 from $135 at DA Davidson
DA Davidson analyst Tom Forte raised his price target on Roku (ROKU) to $185 and kept his Buy rating as part of his broader research note that sees the rise of OTT being "only" at the "top of the 3rd inning". The analyst believes that the "secular shift" in the consumption of video content to OTT from linear TV is "just beginning", creating an "arms race for proprietary content". Forte adds that the trend also comes with the entrance of new services into the market and an un-bundling followed by a re-bundling of content by and for consumers. The analyst believes that Roku stands to benefit from the billions being spent across the industry on proprietary content, its superior understanding of the international OTT structure, as well as the "additional advantages" of maintaining its independent status within the industry. As part of the research note, Forte contends that Disney's (DIS) content assets have the capacity to be a "dragon slayer" for Netflix (NFLX), particularly if it can manage its "significant channel conflict" and bring ESPN to the "digital age".

TODAY'S FREE FLY STORIES

XOM

Exxon Mobil

$69.11

0.37 (0.54%)

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  • 01

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TER

Teradyne

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-0.83 (-1.38%)

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TER

Teradyne

$59.24

-0.83 (-1.38%)

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LEVI

Levi Strauss

$17.59

0.58 (3.41%)

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BK

BNY Mellon

$46.15

0.48 (1.05%)

, WFC

Wells Fargo

$50.63

0.18 (0.36%)

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$46.15

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WFC

Wells Fargo

$50.63

0.18 (0.36%)

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  • 27

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FMBI

First Midwest

$20.13

0.11 (0.55%)

17:42
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  • 23

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GVA

Granite Construction

$36.76

0.44 (1.21%)

17:33
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  • 25

    Oct

REZI

Resideo

$15.17

0.03 (0.20%)

, STZ

Constellation Brands

$196.67

2.055 (1.06%)

17:32
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REZI

Resideo

$15.17

0.03 (0.20%)

STZ

Constellation Brands

$196.67

2.055 (1.06%)

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SNAP

Snap

$14.00

-0.58 (-3.98%)

17:31
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Snap says average revenue per user was $2.12 in Q3, an increase of 33% y-o-y »

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  • 22

    Oct

  • 21

    Nov

KFS

Kingsway Financial

$2.23

-0.045 (-1.98%)

17:28
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NYSE extends Kingsway Financial deadline to be current with all SEC filings »

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REZI

Resideo

$15.17

0.03 (0.20%)

17:28
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Hot Stocks
Resideo begins comprehensive operational and financial review »

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REZI

Resideo

$15.17

0.03 (0.20%)

17:27
10/22/19
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17:27
Earnings
Resideo cuts FY19 revenue growth view to 2%-4% from 2%-5%, consensus $5.02B »

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REZI

Resideo

$15.17

0.03 (0.20%)

17:26
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Earnings
Resideo reports preliminary Q3 revenue $1.226B, consensus $1.25B »

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HNGR

Hanger

$20.50

0.39 (1.94%)

, RTEC

Rudolph Technologies

$27.36

-0.12 (-0.44%)

17:21
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HNGR

Hanger

$20.50

0.39 (1.94%)

RTEC

Rudolph Technologies

$27.36

-0.12 (-0.44%)

NANO

Nanometrics

$34.01

0.03 (0.09%)

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  • 07

    Nov

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PSB

PS Business Parks

$184.20

-1.53 (-0.82%)

17:11
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  • 23

    Oct

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EPSN

Epsilon Energy

$3.20

(0.00%)

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CALX

Calix

$7.15

0.005 (0.07%)

17:06
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Earnings
Calix sees Q4 non-GAAP EPS 6c-10c, consensus 11c »

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  • 23

    Oct

NOW

ServiceNow

$228.26

-12.315 (-5.12%)

17:05
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  • 22

    Oct

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    Oct

  • 09

    Dec

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    Dec

CALX

Calix

$7.15

0.005 (0.07%)

17:05
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Earnings
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  • 23

    Oct

GSS

Golden Star Resources

$2.99

0.05 (1.70%)

17:04
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Golden Star Resources to move corporate office, CFO Andre van Niekerk to leave »

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  • 31

    Oct

TER

Teradyne

$59.24

-0.83 (-1.38%)

17:03
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Earnings
Teradyne reports Q3 adjusted EPS 77c, consensus 70c »

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  • 23

    Oct

  • 31

    Oct

UCBI

United Community Banks

$29.30

0.12 (0.41%)

17:02
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Earnings
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  • 23

    Oct

  • 13

    Nov

NEM

Newmont Goldcorp

$37.80

-0.17 (-0.45%)

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  • 05

    Nov

ATR

AptarGroup

$116.78

-1.22 (-1.03%)

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  • 01

    Nov

  • 12

    Nov

BUSE

First Busey

$25.45

0.05 (0.20%)

17:01
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Earnings
First Busey reports Q3 adjusted EPS 55c, consensus 52c »

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  • 13

    Nov

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