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Stock impact report

Street Calls of the Week [Yahoo! Finance]

Roku, Inc. - Class A (ROKU) 
Last roku, inc. - class a earnings: 2/13 04:03 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.roku.com/investor-relations
Company Research Source: Yahoo! Finance
InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Roku What happened? On Monday, Redburn-Atlantic upgraded Roku Inc (NASDAQ:ROKU) to Buy with a $100 price target. TLDR : Roku thrives on strong revenue, ad growth. Redburn-Atlantic upgrades, sees 80% upside. What's the full story? Roku is printing money, and Redburn-Atlantic is here to explain why. With 11% revenue growth and 5% opex CAGR through 2028, EBITDA and FCF/share are set to explode at 36% and 33%, respectively. CFO Dan Jedda's obsession with FCF/share is the cherry on top—Redburn-Atlantic sees opex control and margin expansion as a sure bet. Roku's installed base? Bulletproof. It's in over half of U.S. broadband homes, making it the ad buy of choice for CTV's future. Ad growth is pegged at 14%, with six points coming from international. And let's not forget the $90 million political ad bonanza in 2H24. Advertisers need Roku. Now, the juicy part. Redburn-Atlantic's do Show less Read more
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