Leongny
2021-11-30
[Speechless]
Roku bears dismissed by Benchmark, which sees 127% upside
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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 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; 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}\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 <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,"tweetType":1,"viewCount":429,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609191255"}
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