Roku bears dismissed by Benchmark, which sees 127% upside

seekingalpha2021-11-30

Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

balaranjith
2021-11-30
balaranjith
Nice
Tj23
2021-11-30
Tj23
Ok
Leongny
2021-11-30
Leongny
[Speechless]
bobbylim
2021-11-30
bobbylim
Hmm
Euching
2021-11-30
Euching
Please like
- Leongny:
  Ok
- Museigen:
  ok
Jinlim
2021-11-30
Jinlim
Like pls
- Euching:
  done

发表看法

121

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1109320304?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-11-30 11:49","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"1109320304","market":"us","top_or_hot":-1,"title":"Roku bears dismissed by Benchmark, which sees 127% upside","media":"seekingalpha","content":"<div>\n<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing ...</p>\n\n<a href=\"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside\">网页链接</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku bears dismissed by Benchmark, which sees 127% upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku bears dismissed by Benchmark, which sees 127% upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing ...</p>\n\n<a href=\"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ROKU","symbol_name":"Roku Inc","start_time":0,"source_url":"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside","article_id":"1109320304","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1109320304","pubTimestamp":1638244192,"columns":[],"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and h","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ROKU":"Roku Inc"},"translate_title":"Roku空头被基准解雇，该基准预计有127%的上涨空间","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ROKU":0.9},"content_text":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing subscriber additions- and some channel checks on Roku's players.\n\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media & entertainment (M&E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.\nAlong with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"\nManagement's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.\nIt did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.\nOverall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"\nThe firm has a price target of $525, currently implying 127% upside\nRoku is among the many streaming-centric companies looking to make some sales progress with Black Friday deals.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":609130652,"gmtCreate":1638248983571,"gmtModify":1638248983636,"author":{"id":"3584866490611464","authorId":"3584866490611464","name":"balaranjith","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584866490611464","authorIdStr":"3584866490611464"},"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609130652","repostId":1109320304,"repostType":4,"repost":{"id":"1109320304","kind":"news","pubTimestamp":1638244192,"share":"https://www.laohu8.com/m/news/1109320304?lang=&edition=full","pubTime":"2021-11-30 11:49","market":"us","language":"en","title":"Roku bears dismissed by Benchmark, which sees 127% upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1109320304","media":"seekingalpha","summary":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and h","content":"<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of&nbsp;disappointing subscriber additions- and some channel checks on Roku's players.</p>\n<p>\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media &amp; entertainment (M&amp;E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.</p>\n<p>Along with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"</p>\n<p>Management's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.</p>\n<p>It did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.</p>\n<p>Overall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"</p>\n<p>The firm has a price target of $525, currently implying 127% upside</p>\n<p>Roku is among the many streaming-centric companies looking to make some&nbsp;sales progress with Black Friday deals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku bears dismissed by Benchmark, which sees 127% upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku bears dismissed by Benchmark, which sees 127% upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing ...</p>\n\n<a href=\"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1109320304","content_text":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing subscriber additions- and some channel checks on Roku's players.\n\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media & entertainment (M&E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.\nAlong with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"\nManagement's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.\nIt did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.\nOverall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"\nThe firm has a price target of $525, currently implying 127% upside\nRoku is among the many streaming-centric companies looking to make some sales progress with Black Friday deals.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609198689,"gmtCreate":1638248198488,"gmtModify":1638248198620,"author":{"id":"3571780042589602","authorId":"3571780042589602","name":"Tj23","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571780042589602","authorIdStr":"3571780042589602"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609198689","repostId":1109320304,"repostType":4,"repost":{"id":"1109320304","kind":"news","pubTimestamp":1638244192,"share":"https://www.laohu8.com/m/news/1109320304?lang=&edition=full","pubTime":"2021-11-30 11:49","market":"us","language":"en","title":"Roku bears dismissed by Benchmark, which sees 127% upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1109320304","media":"seekingalpha","summary":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and h","content":"<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of&nbsp;disappointing subscriber additions- and some channel checks on Roku's players.</p>\n<p>\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media &amp; entertainment (M&amp;E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.</p>\n<p>Along with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"</p>\n<p>Management's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.</p>\n<p>It did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.</p>\n<p>Overall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"</p>\n<p>The firm has a price target of $525, currently implying 127% upside</p>\n<p>Roku is among the many streaming-centric companies looking to make some&nbsp;sales progress with Black Friday deals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku bears dismissed by Benchmark, which sees 127% upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku bears dismissed by Benchmark, which sees 127% upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing ...</p>\n\n<a href=\"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1109320304","content_text":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing subscriber additions- and some channel checks on Roku's players.\n\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media & entertainment (M&E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.\nAlong with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"\nManagement's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.\nIt did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.\nOverall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"\nThe firm has a price target of $525, currently implying 127% upside\nRoku is among the many streaming-centric companies looking to make some sales progress with Black Friday deals.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609191255,"gmtCreate":1638248058940,"gmtModify":1638249780474,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609191255","repostId":1109320304,"repostType":4,"repost":{"id":"1109320304","kind":"news","pubTimestamp":1638244192,"share":"https://www.laohu8.com/m/news/1109320304?lang=&edition=full","pubTime":"2021-11-30 11:49","market":"us","language":"en","title":"Roku bears dismissed by Benchmark, which sees 127% upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1109320304","media":"seekingalpha","summary":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and h","content":"<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of&nbsp;disappointing subscriber additions- and some channel checks on Roku's players.</p>\n<p>\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media &amp; entertainment (M&amp;E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.</p>\n<p>Along with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"</p>\n<p>Management's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.</p>\n<p>It did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.</p>\n<p>Overall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"</p>\n<p>The firm has a price target of $525, currently implying 127% upside</p>\n<p>Roku is among the many streaming-centric companies looking to make some&nbsp;sales progress with Black Friday deals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku bears dismissed by Benchmark, which sees 127% upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku bears dismissed by Benchmark, which sees 127% upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing ...</p>\n\n<a href=\"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1109320304","content_text":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing subscriber additions- and some channel checks on Roku's players.\n\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media & entertainment (M&E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.\nAlong with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"\nManagement's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.\nIt did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.\nOverall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"\nThe firm has a price target of $525, currently implying 127% upside\nRoku is among the many streaming-centric companies looking to make some sales progress with Black Friday deals.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609104693,"gmtCreate":1638247393431,"gmtModify":1638247393431,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609104693","repostId":1109320304,"repostType":4,"repost":{"id":"1109320304","kind":"news","pubTimestamp":1638244192,"share":"https://www.laohu8.com/m/news/1109320304?lang=&edition=full","pubTime":"2021-11-30 11:49","market":"us","language":"en","title":"Roku bears dismissed by Benchmark, which sees 127% upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1109320304","media":"seekingalpha","summary":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and h","content":"<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of&nbsp;disappointing subscriber additions- and some channel checks on Roku's players.</p>\n<p>\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media &amp; entertainment (M&amp;E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.</p>\n<p>Along with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"</p>\n<p>Management's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.</p>\n<p>It did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.</p>\n<p>Overall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"</p>\n<p>The firm has a price target of $525, currently implying 127% upside</p>\n<p>Roku is among the many streaming-centric companies looking to make some&nbsp;sales progress with Black Friday deals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku bears dismissed by Benchmark, which sees 127% upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku bears dismissed by Benchmark, which sees 127% upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing ...</p>\n\n<a href=\"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1109320304","content_text":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing subscriber additions- and some channel checks on Roku's players.\n\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media & entertainment (M&E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.\nAlong with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"\nManagement's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.\nIt did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.\nOverall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"\nThe firm has a price target of $525, currently implying 127% upside\nRoku is among the many streaming-centric companies looking to make some sales progress with Black Friday deals.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":609108812,"gmtCreate":1638246759887,"gmtModify":1638246789368,"author":{"id":"3581936330566779","authorId":"3581936330566779","name":"Euching","avatar":"https://static.tigerbbs.com/a76dd04d0bc224457e2b26078b65c7f6","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3581936330566779","authorIdStr":"3581936330566779"},"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609108812","repostId":1109320304,"repostType":4,"repost":{"id":"1109320304","kind":"news","pubTimestamp":1638244192,"share":"https://www.laohu8.com/m/news/1109320304?lang=&edition=full","pubTime":"2021-11-30 11:49","market":"us","language":"en","title":"Roku bears dismissed by Benchmark, which sees 127% upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1109320304","media":"seekingalpha","summary":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and h","content":"<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of&nbsp;disappointing subscriber additions- and some channel checks on Roku's players.</p>\n<p>\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media &amp; entertainment (M&amp;E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.</p>\n<p>Along with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"</p>\n<p>Management's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.</p>\n<p>It did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.</p>\n<p>Overall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"</p>\n<p>The firm has a price target of $525, currently implying 127% upside</p>\n<p>Roku is among the many streaming-centric companies looking to make some&nbsp;sales progress with Black Friday deals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku bears dismissed by Benchmark, which sees 127% upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku bears dismissed by Benchmark, which sees 127% upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing ...</p>\n\n<a href=\"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1109320304","content_text":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing subscriber additions- and some channel checks on Roku's players.\n\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media & entertainment (M&E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.\nAlong with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"\nManagement's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.\nIt did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.\nOverall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"\nThe firm has a price target of $525, currently implying 127% upside\nRoku is among the many streaming-centric companies looking to make some sales progress with Black Friday deals.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6780989,"gmtCreate":1638248067877,"gmtModify":1638248067976,"authorId":3573806944936951,"author":{"id":3573806944936951,"idStr":"3573806944936951","authorId":3573806944936951,"name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609108812,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6780899,"gmtCreate":1638247521304,"gmtModify":1638247521395,"authorId":4097242955092060,"author":{"id":4097242955092060,"idStr":"4097242955092060","authorId":4097242955092060,"name":"Museigen","avatar":"https://static.tigerbbs.com/64fdd755ede81fd5033abfe57c8a63b6","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609108812,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"CN"},{"id":609109698,"gmtCreate":1638246358497,"gmtModify":1638246358692,"author":{"id":"3567653511670264","authorId":"3567653511670264","name":"Jinlim","avatar":"https://static.tigerbbs.com/675af111bc0218cf09b83bd96dff4f20","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3567653511670264","authorIdStr":"3567653511670264"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609109698","repostId":1109320304,"repostType":4,"repost":{"id":"1109320304","kind":"news","pubTimestamp":1638244192,"share":"https://www.laohu8.com/m/news/1109320304?lang=&edition=full","pubTime":"2021-11-30 11:49","market":"us","language":"en","title":"Roku bears dismissed by Benchmark, which sees 127% upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1109320304","media":"seekingalpha","summary":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and h","content":"<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of&nbsp;disappointing subscriber additions- and some channel checks on Roku's players.</p>\n<p>\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media &amp; entertainment (M&amp;E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.</p>\n<p>Along with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"</p>\n<p>Management's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.</p>\n<p>It did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.</p>\n<p>Overall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"</p>\n<p>The firm has a price target of $525, currently implying 127% upside</p>\n<p>Roku is among the many streaming-centric companies looking to make some&nbsp;sales progress with Black Friday deals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku bears dismissed by Benchmark, which sees 127% upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku bears dismissed by Benchmark, which sees 127% upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing ...</p>\n\n<a href=\"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/news/3775001-roku-bears-dismissed-by-benchmark-which-sees-127-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1109320304","content_text":"Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and healthy price target following reaction to the company's second straight quarter of disappointing subscriber additions- and some channel checks on Roku's players.\n\"Sentiment remains extremely negative, with incremental pressure starting to come from the sell side, although we have a markedly different view on some of the information being filtered into the marketplace, especially around the outlook for media & entertainment (M&E) spend and, to a lesser extent, SVOD (subscription video on demand),\" analyst Daniel Kurnos says.\nAlong with the Google carriage dispute headed for a \"cliff\" on Dec. 9, it marks an \"ideal setup\" for the stock, \"especially since our channel checks indicate a much healthier in-stock level of Roku TVs at both Walmart and Best Buy than feared, while we think a Google-Roku resolution could be in the offing even if a temporary blackout occurs.\"\nManagement's lack of visibility into its own supply chain built a \"perfect storm\" in Q3, with the subscriber miss creating a credibility issue, Benchmark says.\nIt did check on inventory of 55-inch and 65-inch Roku-supporting TVs in weighing the supply logjam, however. Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.\nOverall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"\nThe firm has a price target of $525, currently implying 127% upside\nRoku is among the many streaming-centric companies looking to make some sales progress with Black Friday deals.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6780754,"gmtCreate":1638246752974,"gmtModify":1638246753010,"authorId":3581936330566779,"author":{"id":3581936330566779,"idStr":"3581936330566779","authorId":3581936330566779,"name":"Euching","avatar":"https://static.tigerbbs.com/a76dd04d0bc224457e2b26078b65c7f6","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609109698,"type":1,"supId":0,"prevId":0,"content":"done","text":"done","html":"done"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":121,"commentSize":17,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1109320304"}