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Investing.com - Citizens JMP reiterated its Market Outperform rating for Roku Inc. (NASDAQ:ROKU) on Monday, maintaining its $110.00 price target for the streaming platform company, which currently commands a market capitalization of $13.84 billion. According to InvestingPro data, the stock has shown strong momentum with a 36% return over the past year, though investors should note its high volatility with a beta of 2.05.
The firm highlighted Roku’s position as a "highly differentiated asset" that reaches more than 50% of U.S. broadband households and serves as the primary television gateway for over 125 million daily viewers. This extensive reach has helped drive impressive revenue growth of 17.32% over the last twelve months.
Citizens JMP identified multiple revenue drivers for Roku , including third-party DSP partnerships, Roku Ads Manager, Home Screen monetization, The Roku Channel, and Roku-billed subscriptions. InvestingPro’s analysis shows the company maintains a "Good" overall financial health score, with 8 additional exclusive insights available to subscribers.
The firm also noted Roku’s "disciplined cost management" as a factor in its positive outlook for the company.
Based on these elements, Citizens JMP stated it sees "several avenues for Roku to exceed current estimates" and continues to view the stock’s risk/reward profile as "attractive."
In other recent news, Roku Inc. reported impressive financial results for Q2 2025, with earnings per share (EPS) reaching $0.17, which significantly exceeded analysts’ expectations of -$0.15. The company also reported revenue of $1.21 billion, surpassing the anticipated $1.07 billion, which has driven positive sentiment in the market. Additionally, Roku launched a new ad-free streaming service called Howdy, priced at $2.99 per month. This service offers access to thousands of titles and nearly 10,000 hours of entertainment from partners such as Lionsgate and Warner Bros. Discovery, along with select Roku Original content.
In analyst updates, Citizens JMP reiterated its Market Outperform rating and set a price target of $110.00, emphasizing Roku’s extensive market reach in the U.S. and its expanding international presence. Jefferies maintained a Hold rating with a $100.00 price target, citing Roku’s growing momentum in artificial intelligence initiatives. The company is reportedly enhancing operational efficiency by employing AI tools among its engineers. These developments reflect Roku’s strategic moves in both financial performance and product offerings.
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