Gackky
2021-12-16
will it dip further or reached the bottom
[Thinking]
Roku Stock Tumbled. Some See a Buying Opportunity.
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Venus_M
2021-12-16
Venus_M
are you in this?
Gackky
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Venus_M
:
roll roll roll the ball
Venus_M
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Gackky
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make sure the ball gets bigger but smaller [LOL]
Venus_M
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Gackky
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keep the ball rolling [LOL]
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The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.</p>\n<p>Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.</p>\n<p>“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.</p>\n<p>Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.</p>\n<p>Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.</p>\n<p>Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.</p>\n<p>Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.</p>\n<p>“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”</p>\n<p>Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.</p>\n<p>J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.</p>\n<p>“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.</p>\n<p>He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.</p>","source":"lsy1601382232898","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 Stock Tumbled. 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Some See a Buying Opportunity.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 07:45 GMT+8 <a href=https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts ...</p>\n\n<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST\">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://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169241179","content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.\n“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.\nRoku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.\nOppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.\nAside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.\nAlso on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.\n“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”\nOther analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.\nJ.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.\n“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.\nHe expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. 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