Roku Inc (ROKU)今日盘前大涨5.10%，引起了市场的广泛关注。
消息面上，摩根士丹利将Roku的股票评级从“持平”上调至“增持”，并将目标价从85.00美元上调至135.00美元。新目标价较Roku当前109.03美元的价格有24%的上涨空间。摩根士丹利指出，多个有利因素支持Roku平台收入在2026年及以后的增长上行，这促使该投行将平台收入增长预期提高至19%，高于此前的预测和15%的市场共识。
摩根士丹利的新目标价基于约6.5倍的2027年预估未来毛利润，高于此前的约4倍，这得益于对未来三年内保持中等十几个百分点毛利润复合年增长率的更大信心。该投行认为，Roku庞大的用户基础、不断深化的流媒体合作伙伴关系以及在新的变现机会上的执行力表明，其增长将在2026年加速，可能超出市场预期。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.