Roku Fair Value Estimate Raised to US$151.68 After Fox Deal

Corporate Action
โดย Simply Wall St·Read original
Summary · why it matters

Analysts have lifted their fair value estimate for Roku to US$151.68 per share from US$146.04, moving closer to the US$160 per share price in Fox Corporation's agreed US$22 billion acquisition. Several firms, including Seaport Research, Loop Capital, Wedbush, and Jefferies, now value Roku in the US$155 to US$160 range, while Rosenblatt and Evercore ISI have aligned targets with the US$160 offer. A number of banks, including JPMorgan, Piper Sandler, and KeyBanc, have downgraded Roku following the deal, and BofA moved to No Rating, stating the stock is no longer trading on fundamentals. The updated fair value reflects modest adjustments in analyst models, with revenue growth assumptions edging up to about 13.39%, net profit margin to about 11.56%, and the forward P/E multiple to about 34.44 times.

Impact on stocks 8

Financials▲ · 5 stocks
Communication Services▲ · 2 stocks
Roku Inc
ROKU
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Analysts raised fair value estimate to $151.68 after Fox acquisition deal at $160/share.

Digital Finance & Tokenization▲ · 1 stocks

Off-coverage companies 3

Loop Capital MarketsPrivate± Mixed
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Seaport GlobalPrivate± Mixed
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Wedbush Inc.Private± Mixed
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