NASDAQ:ROKU
373.66
0.98
(0.26%)
Roku, Inc. is an American publicly traded company that manufactures home digital media products. The company is based in Los Gatos, California.
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Analysis and Opinions about ROKU-Q
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 31, 2021
A best in breed disruptor? It's very expensive, but its technology is terrific.
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A best in breed disruptor? It's very expensive, but its technology is terrific.
COMMENT
COMMENT
March 3, 2021
Has fallen 11% in the past week, plunging 5% today, swept up in the current rotation from 2020's winners into the reopening stocks (travel, leisure).
Show full opinionHide full opinionHas fallen 11% in the past week, plunging 5% today, swept up in the current rotation from 2020's winners into the reopening stocks (travel, leisure).
BUY
BUY
February 12, 2021
They report Thursday. One of his favourite streaming plays, a cord-cutting kingpin. Many wonder when their gains will stop, but remember it took cable decades to dethrone TV.
Show full opinionHide full opinionThey report Thursday. One of his favourite streaming plays, a cord-cutting kingpin. Many wonder when their gains will stop, but remember it took cable decades to dethrone TV.
BUY WEAKNESS
BUY WEAKNESS
January 20, 2021
Roku has become the preferred way to stream through devices or software built it into more and more smart TVs. It's jumped nearly 30% in the past 12 trading days. Two weeks ago, Roku released early quuarterly data which was terrific including over 50 million users. The stock declined, then rallied to this day. JPM started coverage of ROKU with an overweight rating and price target of $475. There's upside here, but ROKU now trades at 20x sales, which is expensive in this sector. If you've made money, then take some profits.
Roku has become the preferred way to stream through devices or software built it into more and more smart TVs. It's jumped nearly 30% in the past 12 trading days. Two weeks ago, Roku released early quuarterly data which was terrific including over 50 million users. The stock declined, then rallied to this day. JPM started coverage of ROKU with an overweight rating and price target of $475. There's upside here, but ROKU now trades at 20x sales, which is expensive in this sector. If you've made money, then take some profits.
BUY WEAKNESS
BUY WEAKNESS
November 9, 2020
Filed a strong quarter last Thursday with strong sales and profits. They added 2.9 million users, easily beating estimates with 20% higher revenues per viewer YOY. They offered strong guidance over the holiday season. Sold off badly today, but it's still up 10% in the last 6 sessions. Buy gradually into weakness. Cord-cutting is a powerful, long-term trend that Covid isn't stopping. Covid may drive a strong Christmas for them.
Show full opinionHide full opinionFiled a strong quarter last Thursday with strong sales and profits. They added 2.9 million users, easily beating estimates with 20% higher revenues per viewer YOY. They offered strong guidance over the holiday season. Sold off badly today, but it's still up 10% in the last 6 sessions. Buy gradually into weakness. Cord-cutting is a powerful, long-term trend that Covid isn't stopping. Covid may drive a strong Christmas for them.
BUY
BUY
October 19, 2020
Is one of 7 growth stocks where investors don't care about earnings during this pandemic, so buy them: The thesis that feeds this is that there's nothing worth watching on TV except sports. Forget watching ads in traditional TV. Roku lets you watch ad-free TV anytime you want. It's up 66% YTD.
Show full opinionHide full opinionIs one of 7 growth stocks where investors don't care about earnings during this pandemic, so buy them: The thesis that feeds this is that there's nothing worth watching on TV except sports. Forget watching ads in traditional TV. Roku lets you watch ad-free TV anytime you want. It's up 66% YTD.
BUY
BUY
October 9, 2020
Part of his Fear Factor portfolio of stocks that will thrive with or without government stimulus during Covid The de-facto entertainment company during Covid. Lets you stream video from your web to the TV. Prefers it to Netflix, because it gives you access to everything, not just betting on one streamer.
Part of his Fear Factor portfolio of stocks that will thrive with or without government stimulus during Covid The de-facto entertainment company during Covid. Lets you stream video from your web to the TV. Prefers it to Netflix, because it gives you access to everything, not just betting on one streamer.
BUY WEAKNESS
BUY WEAKNESS
June 10, 2020
He did own this one and it is on his radar again. He would like to buy in the mid-$80s. Their streaming and hardware strength makes it a good opportunity.
Show full opinionHide full opinionHe did own this one and it is on his radar again. He would like to buy in the mid-$80s. Their streaming and hardware strength makes it a good opportunity.
BUY WEAKNESS
BUY WEAKNESS
February 14, 2020
He does not own this as it is pretty expensive here. It is a $17 billion market cap, but only makes $1 billion per year. They are on the hardware side of video streaming services. They are benefiting from the increase in content that is being streamed, especially Disney. Consumers are demanding quality content and this will benefit.
He does not own this as it is pretty expensive here. It is a $17 billion market cap, but only makes $1 billion per year. They are on the hardware side of video streaming services. They are benefiting from the increase in content that is being streamed, especially Disney. Consumers are demanding quality content and this will benefit.
HOLD
HOLD
December 6, 2019
Take out target? Any company buying them would have to pay a hefty price. It sells video streaming hardware to the tv makers. It plunged 15% on Monday when an analyst put them at under-weight. It has tremendous volatility. It is up over 300% so far this year. He holds a third of his target position. His price target is $170.
Show full opinionHide full opinionTake out target? Any company buying them would have to pay a hefty price. It sells video streaming hardware to the tv makers. It plunged 15% on Monday when an analyst put them at under-weight. It has tremendous volatility. It is up over 300% so far this year. He holds a third of his target position. His price target is $170.
BUY
BUY
October 8, 2019
He follows the streaming space closely. Roku is unique because it has several thousand apps connected to it--it's a conduit, unlike, say, Netflix. Roku is attractive not for conservative investors.
DON'T BUY
DON'T BUY
September 11, 2019
He thinks they got hit by the news of Apple TV's aggressive price offering. They are a strong player, but they are competing against the giants in the space (Amazon, Google, Apple, etc.), who can spend them into oblivion. They will not win a price war against these ones. Stay away.
DON'T BUY
DON'T BUY
September 10, 2019
No one expected Apple+ to cost $5/month. Roku is an open platform, not tied to a particular service; they're in a weird place as this streaming battle continues. This will continue to fall.
TOP PICK
TOP PICK
August 21, 2019
Covered call to January 2020 Very volatile. You're writing a slightly in-the-money covered call
Show full opinionHide full opinionCovered call to January 2020 Very volatile. You're writing a slightly in-the-money covered call
COMMENT
COMMENT
August 19, 2019
They have had phenomenal growth. They are a streaming company that installs the hardware in TVs and they have a set top box. They have first mover advantage. Ultimately, if you want streaming you can get it without ROKU-Q so he wonders what the endgame is.
Show full opinionHide full opinionThey have had phenomenal growth. They are a streaming company that installs the hardware in TVs and they have a set top box. They have first mover advantage. Ultimately, if you want streaming you can get it without ROKU-Q so he wonders what the endgame is.
Roku Inc(ROKU-Q) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 6
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 1
Total Signals / Votes : 7
Roku Inc(ROKU-Q) Frequently Asked Questions
What is Roku Inc stock symbol?
Roku Inc is a American stock, trading under the symbol ROKU-Q on the NASDAQ (ROKU). It is usually referred to as NASDAQ:ROKU or ROKU-Q
Is Roku Inc a buy or a sell?
In the last year, 7 stock analysts published opinions about ROKU-Q. 6 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Roku Inc.
Is Roku Inc a good investment or a top pick?
Roku Inc was recommended as a Top Pick by Jim Cramer - Mad Money on 2021-03-31. Read the latest stock experts ratings for Roku Inc.
Why is Roku Inc stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Roku Inc worth watching?
7 stock analysts on Stockchase covered Roku Inc In the last year. It is a trending stock that is worth watching.
What is Roku Inc stock price?
On 2021-04-09, Roku Inc (ROKU-Q) stock closed at a price of $373.66.
