Professional
Added to YB: 2025-08-14
Pitch date: 2025-08-07
ROKU [bullish]
Roku, Inc.
+31.2%
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
$14.7B
Pitch Price
$81.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
51.85
P/E
-521.08
EV/Sales
2.85
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.
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