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John Ballard, The Motley Fool
Sat, May 9, 2026 astatine 7:14 AM CDT 4 min read
If you're searching for stocks that the marketplace mightiness beryllium overlooking, Roku (NASDAQ: ROKU) and Spotify Technology (NYSE: SPOT) are 2 promising candidates. These companies bask coagulated competitory positions successful integer amusement and posted coagulated fiscal results to commencement the year.
Here's wherefore I deliberation these discounted growth stocks are worthy buying close now.
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1. Roku
Roku commands a beardown competitory presumption successful the streaming marketplace with its budget-friendly TV operating system. The banal has astir doubled implicit the past 12 months but is inactive down 74% from its pandemic peak.
The cardinal operator has been continued maturation successful the fig of households connected the platform, which is present implicit 100 million. More households mean much advertizing revenue. Roku's level revenue, including ads, grew 28% twelvemonth implicit twelvemonth successful the archetypal quarter.
Roku's affordable level is becoming a competitory vantage amid rising streaming prices. The Roku Channel offers escaped ad-supported contented and is present the second-most-watched app connected the platform. That means Roku's ain contented is efficaciously competing with Google's YouTube, Apple TV, Netflix, and different apps disposable connected its platform.
But Roku inactive benefits from viewers who privation to subscribe to immoderate of those services. Not lone does it payment from monetizing those users with advertising, but it besides gets a chopped of each third-party subscription made connected its platform. This boosted subscription gross by 30% twelvemonth implicit twelvemonth past quarter.
Roku is becoming a invaluable organisation level for the streaming market. The company's full gross has accrued from $3.1 cardinal successful 2022 to $4.7 cardinal successful 2025, and it reported an operating nett of implicit $100 cardinal successful the past twelvemonth arsenic it starts to payment from scale.
The stock's valuation is much reasonable, trading astatine a guardant price-to-sales aggregate of 3.3. This should acceptable the instauration for compounding returns, arsenic Roku continues to adhd households and standard profitability.
2. Spotify Technology
Spotify is presently trading 46% disconnected its caller highs. However, the marketplace underestimates the market's extended listening information from 761 cardinal users and however it tin leverage that to thrust higher engagement and subscriptions.
Its first-quarter results were solid. Monthly users grew 12% twelvemonth implicit year, portion a 10% year-over-year summation successful subscription gross helped propulsion full gross up 8%.
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