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2021-11-30

Roku bears dismissed by Benchmark, which sees 127% upside

Benchmark is pushing back against heavy negative sentiment on Roku, reiterating its Buy rating and h

Roku bears dismissed by Benchmark, which sees 127% upside

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Only about 10% of Best Buy stores were out of stock of a particular size (but never both), backfilling stock within 7-10 days. And only 15% of Walmart stores were out of more than two particular brand/size combinations of six unique units, and 50% were out of only one or less.</p>\n<p>Overall it feels like Spring 2020 \"when bears argued that Roku would see increasing competition and decreasing leverage in (third-party) negotiations,\" complete with a COVID spike. While Benchmark acknowledges competition is hotter, it thinks Roku will be a share gainer with upside to net adds both domestically and abroad, \"plus total platform revenue outperformance leading to a similar upwards share move.\"</p>\n<p>The firm has a price target of $525, currently implying 127% upside</p>\n<p>Roku is among the many streaming-centric companies looking to make some&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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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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Roku bears dismissed by Benchmark, which sees 127% upside

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