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Stock impact report

Roku (ROKU) Price Target Raised as CTV Growth Accelerates [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
According to the firm, Roku's “core CTV building blocks and incremental revenue drivers into 2026” are expected to contribute to growth that exceeds expectations and boosts investor confidence. Guggenheim has increased Roku's revenue, gross profit, and adjusted EBITDA projections for the fourth quarter of 2025 and 2026. The updated guidance takes into account new revenue streams, including data fees for off-platform inventory and contributions from a growing variety of DSP partners, such as Amazon, as well as heightened confidence in the market for connected TV advertising. In addition, Guggenheim believes Roku, Inc. (NASDAQ:ROKU) will gain from Winter Olympics-related publicity in Q1, estimating 14% core growth versus consensus projections of 12%. Political marketing and World Cup-related spending are also expected to provide further tailwinds this year. On the other hand, the firm addressed concerns about Netflix possibly acquiring Warner Bros. Discovery, arguing that it does Show less Read more
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