Analysts See a 19% Upside in Roku Inc. (ROKU)

Roku Inc. (NASDAQ:ROKU) is among the top 10 stocks to bargain from Cathie Wood’s banal portfolio. ARK Investment Management decreased its Roku presumption by astir 13% by the extremity of Q3, reducing its stock number to 7.35 cardinal from 8.46 million. By quarter-end, the involvement represented astir 4.4% of ARK’s 13F portfolio and was valued astatine astir $736 million.

As of marketplace adjacent connected November 27, expert sentiment remains modestly favourable connected Roku Inc. (NASDAQ:ROKU), with implicit 60% of analysts covering it assigning a Buy oregon equivalent rating. The statement 1-year median terms people indicates a 19% upside potential.

everything possible/Shutterstock.com

On November 6, the money further reduced its involvement successful Roku Inc. (NASDAQ:ROKU) by selling 160,812 shares for astir $17 million. Earlier, connected November 4 and 5, they besides sold 15,362 and 105,576 shares, respectively. As of November 26, the combined Roku presumption crossed ARK’s 3 actively managed ETFs was astir $561 million, indicating the money has been reducing its presumption successful the banal successful caller months.

On the cardinal side, the banal appears to beryllium gaining expert attraction successful aboriginal November. On November 3, UBS expert John Hodulik raised his terms people connected Roku Inc. (NASDAQ:ROKU) to $103 from $95. While the expert acknowledged the company’s robust quarterly results connected October 31, helium maintained his cautious stance connected the banal with a Neutral rating.

On the different hand, Piper Sandler expert Thomas Champion upgraded the stock’s standing to Buy aft the results and raised the terms people to $135 from $88 earlier. Supporting his bullish concern case, Champion had stated:

“We present person much assurance successful the Platform gross glidepath into 2026 and instrumentality our gross maturation forecast to ~14.5% (from anterior 12%), a starting constituent we deliberation that could onshore successful the precocious teens by year-end ’26. We’re present assured capable to marque a ratings alteration due to the fact that we person condemnation Platform gross is simply a mid-to-high teens gross grower successful ’26.”

Roku Inc. (NASDAQ:ROKU) is an American streaming exertion company. It operates a tv streaming services level and produces user electronics, including streaming players and astute TVs.

While we admit the imaginable of ROKU arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock. READ NEXT: 30 Most Fantastic Stocks Every Investor Should Pay Attention To and 10 Hottest Smid-Cap Stocks So Far In 2025.

Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.