Professional
Added to YB: 2025-08-14
Pitch date: 2025-08-07
ROKU [bullish]
Roku, Inc.
+9.4%
current return
Author Info
No bio for this author
Company Info
Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally.
Market Cap
$13.3B
Pitch Price
$81.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.55
P/E
152.64
EV/Sales
2.42
Sector
Entertainment
Category
growth
RGA Investment Advisors Added On Position: Roku, Inc.
ROKU (added to position): Recent rally post strong Q4. Platform now in >50% US households. Overcame M&E ad revenue decline by opening walled garden to programmatic ads (TTD, FreeWheel, Amazon) & data sharing. Mgmt targets GAAP profits by 2026, high-teens EBITDA multiple. China manufacturing risk offset by strong installed base moat. Potential $100 ARPU.
Read full article (3 min)