
Roku (ROKU) Stock Forecast & Price Target
Roku (ROKU) Analyst Ratings
Bulls say
Roku reported a substantial revenue increase of 22% year-over-year, achieving $1.201 billion in the fourth quarter of 2024, surpassing prior guidance by approximately $60 million. The Roku Channel has experienced significant growth, reaching an all-time high share of 4.9% of U.S. streaming time, indicating strong engagement and monetization potential driven by content partnerships and user experience improvements. Additionally, with robust platform revenue growth and a solid financial position featuring over $2 billion in cash and no debt, Roku is well-positioned for sustained operational discipline and increasing monetization opportunities moving into 2025 and beyond.
Bears say
Roku faces considerable risks due to increasing competition in the TV operating system market, especially with rivals like Amazon and Walmart potentially leveraging their substantial financial resources to provide more attractive offerings to OEM partners. The potential for significant streaming services to withdraw support from Roku due to fee disputes could hinder Roku's growth and adversely affect market sentiment, especially given that 71% of its device revenue relies on a few key retailers. Additionally, the ongoing consolidation among streaming platforms may dilute Roku's value proposition and limit its negotiating power, further exacerbating the challenges it faces in maintaining its market share.
This aggregate rating is based on analysts' research of Roku and is not a guaranteed prediction by Public.com or investment advice.
Roku (ROKU) Analyst Forecast & Price Prediction
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