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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 ...

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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.\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. 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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&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; 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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&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; 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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&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; 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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&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; 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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&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; 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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&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"},{"id":609100223,"gmtCreate":1638246152294,"gmtModify":1638246152447,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609100223","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; 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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&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":609377813,"gmtCreate":1638245974486,"gmtModify":1638245974625,"author":{"id":"4089111593463300","authorId":"4089111593463300","name":"Vall","avatar":"https://static.tigerbbs.com/fe90033351c83d258018a489920a2d49","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4089111593463300","authorIdStr":"4089111593463300"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609377813","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":6780655,"gmtCreate":1638246157716,"gmtModify":1638246157750,"authorId":3582617881962608,"author":{"id":3582617881962608,"idStr":"3582617881962608","authorId":3582617881962608,"name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609377813,"type":1,"supId":6780641,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6780641,"gmtCreate":1638246073873,"gmtModify":1638246073975,"authorId":3581586523786578,"author":{"id":3581586523786578,"idStr":"3581586523786578","authorId":3581586523786578,"name":"ckww","avatar":"https://static.tigerbbs.com/bc2cc1ef6533d547201ce880e7c04b9c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609377813,"type":1,"supId":0,"prevId":0,"content":"<u>Ok</u>","text":"<u>Ok</u>","html":"<u>Ok</u>"}],"langContent":"CN"},{"id":609374554,"gmtCreate":1638245899707,"gmtModify":1638245900067,"author":{"id":"3576274545052910","authorId":"3576274545052910","name":"Kevin92","avatar":"https://static.tigerbbs.com/c5ff4addbbdb8d9d15fec29f9709b0c3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576274545052910","authorIdStr":"3576274545052910"},"htmlText":"LIke","listText":"LIke","text":"LIke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609374554","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; 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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&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":609371722,"gmtCreate":1638245229314,"gmtModify":1638245229526,"author":{"id":"3571323030005470","authorId":"3571323030005470","name":"四叶草们","avatar":"https://static.tigerbbs.com/0334c25504d77d28ac47180d08a58e9e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571323030005470","authorIdStr":"3571323030005470"},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609371722","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; 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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&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":6780618,"gmtCreate":1638245893952,"gmtModify":1638245894049,"authorId":3576274545052910,"author":{"id":3576274545052910,"idStr":"3576274545052910","authorId":3576274545052910,"name":"Kevin92","avatar":"https://static.tigerbbs.com/c5ff4addbbdb8d9d15fec29f9709b0c3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609371722,"type":1,"supId":0,"prevId":0,"content":"LIke","text":"LIke","html":"LIke"}],"langContent":"CN"},{"id":609373558,"gmtCreate":1638245125433,"gmtModify":1638245125480,"author":{"id":"4093686092949730","authorId":"4093686092949730","name":"TonyPSH","avatar":"https://static.tigerbbs.com/46662da4cff6527be4f5b7b76f36aa40","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4093686092949730","authorIdStr":"4093686092949730"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609373558","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; 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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&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":6780478,"gmtCreate":1638245235763,"gmtModify":1638245235796,"authorId":3571323030005470,"author":{"id":3571323030005470,"idStr":"3571323030005470","authorId":3571323030005470,"name":"四叶草们","avatar":"https://static.tigerbbs.com/0334c25504d77d28ac47180d08a58e9e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609373558,"type":1,"supId":0,"prevId":0,"content":"Yup","text":"Yup","html":"Yup"}],"langContent":"CN"},{"id":609379016,"gmtCreate":1638244885695,"gmtModify":1638244885798,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://static.tigerbbs.com/1f14615afd8da95a318028006d7ea35e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609379016","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; 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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&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":6780429,"gmtCreate":1638244971902,"gmtModify":1638244972009,"authorId":3576896763784132,"author":{"id":3576896763784132,"idStr":"3576896763784132","authorId":3576896763784132,"name":"bshian","avatar":"https://static.tigerbbs.com/ea8813b91ae8bba6f3905bb49e6986be","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609379016,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6780423,"gmtCreate":1638244892462,"gmtModify":1638244892540,"authorId":3586601875451537,"author":{"id":3586601875451537,"idStr":"3586601875451537","authorId":3586601875451537,"name":"LHQA","avatar":"https://static.tigerbbs.com/1f14615afd8da95a318028006d7ea35e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609379016,"type":1,"supId":0,"prevId":0,"content":"Up","text":"Up","html":"Up"}],"langContent":"CN"},{"id":609370142,"gmtCreate":1638244732850,"gmtModify":1638257019347,"author":{"id":"3586053409735009","authorId":"3586053409735009","name":"525d868","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586053409735009","authorIdStr":"3586053409735009"},"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/609370142","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; 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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&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":6782195,"gmtCreate":1638257019297,"gmtModify":1638257019329,"authorId":3581921108389483,"author":{"id":3581921108389483,"idStr":"3581921108389483","authorId":3581921108389483,"name":"2e9535b2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609370142,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6782191,"gmtCreate":1638257002240,"gmtModify":1638257002276,"authorId":3581921108389483,"author":{"id":3581921108389483,"idStr":"3581921108389483","authorId":3581921108389483,"name":"2e9535b2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609370142,"type":1,"supId":0,"prevId":0,"content":"Okok","text":"Okok","html":"Okok"},{"id":6782189,"gmtCreate":1638256990290,"gmtModify":1638256990392,"authorId":3581921108389483,"author":{"id":3581921108389483,"idStr":"3581921108389483","authorId":3581921108389483,"name":"2e9535b2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609370142,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6782187,"gmtCreate":1638256974775,"gmtModify":1638256974864,"authorId":3581921108389483,"author":{"id":3581921108389483,"idStr":"3581921108389483","authorId":3581921108389483,"name":"2e9535b2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609370142,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6782185,"gmtCreate":1638256966433,"gmtModify":1638256966531,"authorId":3581921108389483,"author":{"id":3581921108389483,"idStr":"3581921108389483","authorId":3581921108389483,"name":"2e9535b2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609370142,"type":1,"supId":0,"prevId":0,"content":"Okok","text":"Okok","html":"Okok"}],"langContent":"CN"},{"id":609344583,"gmtCreate":1638244579178,"gmtModify":1638244579328,"author":{"id":"3555113831623017","authorId":"3555113831623017","name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3555113831623017","authorIdStr":"3555113831623017"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609344583","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; 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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&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":6780426,"gmtCreate":1638244927631,"gmtModify":1638244927736,"authorId":3586053409735009,"author":{"id":3586053409735009,"idStr":"3586053409735009","authorId":3586053409735009,"name":"525d868","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609344583,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":609344805,"gmtCreate":1638244534331,"gmtModify":1638244547008,"author":{"id":"3582021832486442","authorId":"3582021832486442","name":"Dennyeo","avatar":"https://static.tigerbbs.com/25b7d84fd64f134409a4350c85c88965","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582021832486442","authorIdStr":"3582021832486442"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609344805","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; 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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&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":6780371,"gmtCreate":1638244575958,"gmtModify":1638244576048,"authorId":3555113831623017,"author":{"id":3555113831623017,"idStr":"3555113831623017","authorId":3555113831623017,"name":"Kwgan","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609344805,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":609345516,"gmtCreate":1638244373134,"gmtModify":1638244373134,"author":{"id":"4100863993183840","authorId":"4100863993183840","name":"Jo.K","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4100863993183840","authorIdStr":"4100863993183840"},"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609345516","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; 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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&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":6780513,"gmtCreate":1638245423533,"gmtModify":1638245423639,"authorId":4089111593463300,"author":{"id":4089111593463300,"idStr":"4089111593463300","authorId":4089111593463300,"name":"Vall","avatar":"https://static.tigerbbs.com/fe90033351c83d258018a489920a2d49","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609345516,"type":1,"supId":0,"prevId":0,"content":"Ok ","text":"Ok ","html":"Ok "}],"langContent":"CN"},{"id":609345141,"gmtCreate":1638244325524,"gmtModify":1638244343902,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://static.tigerbbs.com/2994528efd5659c489648d11451cddd5","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609345141","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; 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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&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":6780357,"gmtCreate":1638244445621,"gmtModify":1638244445658,"authorId":3582010039361860,"author":{"id":3582010039361860,"idStr":"3582010039361860","authorId":3582010039361860,"name":"ngjr90","avatar":"https://static.tigerbbs.com/2904905ef5b1f52f808bd60775612fea","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609345141,"type":1,"supId":0,"prevId":0,"content":"Lol","text":"Lol","html":"Lol"},{"id":6780347,"gmtCreate":1638244383895,"gmtModify":1638244383987,"authorId":4100863993183840,"author":{"id":4100863993183840,"idStr":"4100863993183840","authorId":4100863993183840,"name":"Jo.K","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":609345141,"type":1,"supId":0,"prevId":0,"content":"[Smile]","text":"[Smile]","html":"[Smile]"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":121,"commentSize":17,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}