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2021-11-30
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Roku’s Beaten-Down Stock Is Still a Winner, Analysts Say<blockquote>分析师表示,Roku遭受重创的股票仍然是赢家</blockquote>
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But a few analysts ","content":"<p>Roku shares have floundered in recent weeks as the stay-at-home trade unraveled. But a few analysts say the dip will prove temporary.</p><p><blockquote>最近几周,随着居家交易的瓦解,Roku股价陷入困境。但一些分析师表示,下跌将是暂时的。</blockquote></p><p> Benchmark analyst Daniel Kurnos wrote in a note on Monday that sentiment on Wall Street has been negative, to say the least, with Roku’s stock price (ticker: ROKU) cut in half from its one-year intraday high. Analysts have been taking a less upbeat view of Roku’s postpandemic prospects, but Kurnos also noted some tension ahead of a Dec. 9 deadline for Roku and Alphabet’s (GOOGL) YouTube to reach a deal to keep the app on the Roku platform.</p><p><blockquote>Benchmark分析师Daniel Kurnos周一在一份报告中写道,至少可以说,华尔街的情绪一直是负面的,Roku(股票代码:Roku)的股价从一年盘中高点下跌了一半。分析师对Roku大流行后的前景一直不太乐观,但Kurnos也指出,在12月9日Roku和Alphabet(GOOGL)的YouTube达成协议以将该应用程序保留在Roku平台上的最后期限之前,存在一些紧张局势。</blockquote></p><p> Roku stock, which Kurnos rates at Buy, was down 1.7% to $231.28 on Monday. His target for the stock price is $525, which implies a gain of nearly127%, for those counting.</p><p><blockquote>Kurnos将Roku股票评级为买入,周一下跌1.7%,至231.28美元。他对股价的目标是525美元,对于那些计算在内的人来说,这意味着近127%的涨幅。</blockquote></p><p> “We think this is 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,” Kurnos wrote.</p><p><blockquote>“我们认为这是库存的理想设置,特别是因为我们的渠道检查表明沃尔玛和百思买的Roku电视库存水平比预期的要健康得多,而我们认为谷歌-Roku的解决方案可能即将出台即使发生暂时停电,”库诺斯写道。</blockquote></p><p> While he thinks Roku could temporarily drop the YouTube app, he argued there is too much at stake for both parties not to find a compromise, possibly before the end of the year.</p><p><blockquote>虽然他认为Roku可能会暂时放弃YouTube应用程序,但他认为,如果双方不在今年年底之前找到妥协方案,风险太大。</blockquote></p><p> “Not only would this be a positive catalyst for the stock but it would also lessen the fears around a potential Roku-Amazon showdown in the future,” Kurnos wrote.</p><p><blockquote>库诺斯写道:“这不仅会成为该股的积极催化剂,还会减轻人们对未来Roku与亚马逊摊牌的担忧。”</blockquote></p><p> Roku sells devices that turn televisions into smart TVs, accessing the Roku platform via the internet. It has deals in place with apps, in some cases getting a cut of subscriptions and advertising dollars spent on its platform.</p><p><blockquote>Roku销售将电视变成智能电视的设备,通过互联网访问Roku平台。它与应用程序达成了协议,在某些情况下,可以从其平台上的订阅和广告费中获得一部分。</blockquote></p><p> Kurnos likened the situation to the spring of 2020, when those betting against Roku stock argued the company would see increased competition and was losing leverage in its negotiations for streaming services. The company later reached deals with AT&T’s HBO Max and Comcast’s Peacock services.</p><p><blockquote>Kurnos将这种情况比作2020年春天,当时那些做空Roku股票的人认为,该公司将面临竞争加剧,并在流媒体服务谈判中失去影响力。该公司后来与AT&T的HBO Max和康卡斯特的Peacock services达成了协议。</blockquote></p><p> “Roku has one of the most advanced, self-contained ecosystems within streaming, and thus we expect them to be a share gainer, with levers to pull by making additional options available only if participants utilize the OneView platform, for example,” he wrote, referring to Roku’s OneView ad-buying platform.</p><p><blockquote>“Roku拥有流媒体领域最先进、独立的生态系统之一,因此我们预计他们将成为份额赢家,例如,只有当参与者使用OneView平台时,才能通过提供额外的选项来拉动杠杆,”他写道,指的是Roku的OneView广告购买平台。</blockquote></p><p> Also on Monday, Bank of America Securities analyst Ruplu Bhattacharya cut his price target to $360 from $400 but maintained a Buy rating. Near-term headwinds the company faces—think supply chain and logistics challenges and lower spending from advertisers in areas such as consumer packaged goods, car manufacturing, and restaurants—are transitory, he said.</p><p><blockquote>同样在周一,美国银行证券分析师Ruplu Bhattacharya将目标价从400美元下调至360美元,但维持买入评级。他表示,该公司近期面临的不利因素——例如供应链和物流挑战以及广告商在消费品、汽车制造和餐馆等领域的支出减少——都是暂时的。</blockquote></p><p> Roku’s competitive advantages remain intact, Bhattacharya said.</p><p><blockquote>巴塔查里亚说,Roku的竞争优势仍然完好无损。</blockquote></p><p> “In the long-term, we expect Roku revenues to benefit from active account growth driven by geographic expansion into international markets, and increasing content,” Bhattacharya wrote. “In addition, Advertising revenues should continue to benefit from the shift of Ad spend from Linear TV to [over-the-top], as well as from Roku’s proprietary viewership data and OneView’s omni channel capabilities.”</p><p><blockquote>巴塔查里亚写道:“从长远来看,我们预计Roku收入将受益于国际市场地理扩张和内容增加推动的活跃账户增长。”“此外,广告收入应该会继续受益于广告支出从线性电视向[过度]的转变,以及Roku专有的收视率数据和OneView的全渠道功能。”</blockquote></p><p> D.A. Davidson analysts called Roku stock their top pick for the 2021 holiday season. They reiterated a Buy rating and $550 price target, saying supply-chain challenges could benefit Roku, in the sense that subscriptions to streaming-services such as Disney+, HBO Max, and Netflix could be popular gifts.</p><p><blockquote>D.A.Davidson分析师称Roku股票是2021年假日季的首选。他们重申了买入评级和550美元的目标价,称供应链挑战可能有利于Roku,因为订阅Disney+、HBO Max和Netflix等流媒体服务可能是受欢迎的礼物。</blockquote></p><p> “We believe this could benefit Roku on multiple fronts,” they wrote.</p><p><blockquote>他们写道:“我们相信这可以在多个方面使Roku受益。”</blockquote></p><p> They argued Roku’s strong position as a smart-TV operating-system provider could mean users who get streaming-service gift cards could sign up on the Roku platform, driving revenue to Roku. Plus, if streaming services want to steer potential gift givers to their own offerings, such firms might look to advertise on Roku’s platform, they said.</p><p><blockquote>他们认为,Roku作为智能电视操作系统提供商的强势地位可能意味着获得流媒体服务礼品卡的用户可以在Roku平台上注册,从而增加Roku的收入。此外,他们表示,如果流媒体服务希望引导潜在的送礼者使用自己的产品,这些公司可能会考虑在Roku的平台上做广告。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku’s Beaten-Down Stock Is Still a Winner, Analysts Say<blockquote>分析师表示,Roku遭受重创的股票仍然是赢家</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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’s Beaten-Down Stock Is Still a Winner, Analysts Say<blockquote>分析师表示,Roku遭受重创的股票仍然是赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-30 19:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Roku shares have floundered in recent weeks as the stay-at-home trade unraveled. But a few analysts say the dip will prove temporary.</p><p><blockquote>最近几周,随着居家交易的瓦解,Roku股价陷入困境。但一些分析师表示,下跌将是暂时的。</blockquote></p><p> Benchmark analyst Daniel Kurnos wrote in a note on Monday that sentiment on Wall Street has been negative, to say the least, with Roku’s stock price (ticker: ROKU) cut in half from its one-year intraday high. Analysts have been taking a less upbeat view of Roku’s postpandemic prospects, but Kurnos also noted some tension ahead of a Dec. 9 deadline for Roku and Alphabet’s (GOOGL) YouTube to reach a deal to keep the app on the Roku platform.</p><p><blockquote>Benchmark分析师Daniel Kurnos周一在一份报告中写道,至少可以说,华尔街的情绪一直是负面的,Roku(股票代码:Roku)的股价从一年盘中高点下跌了一半。分析师对Roku大流行后的前景一直不太乐观,但Kurnos也指出,在12月9日Roku和Alphabet(GOOGL)的YouTube达成协议以将该应用程序保留在Roku平台上的最后期限之前,存在一些紧张局势。</blockquote></p><p> Roku stock, which Kurnos rates at Buy, was down 1.7% to $231.28 on Monday. His target for the stock price is $525, which implies a gain of nearly127%, for those counting.</p><p><blockquote>Kurnos将Roku股票评级为买入,周一下跌1.7%,至231.28美元。他对股价的目标是525美元,对于那些计算在内的人来说,这意味着近127%的涨幅。</blockquote></p><p> “We think this is 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,” Kurnos wrote.</p><p><blockquote>“我们认为这是库存的理想设置,特别是因为我们的渠道检查表明沃尔玛和百思买的Roku电视库存水平比预期的要健康得多,而我们认为谷歌-Roku的解决方案可能即将出台即使发生暂时停电,”库诺斯写道。</blockquote></p><p> While he thinks Roku could temporarily drop the YouTube app, he argued there is too much at stake for both parties not to find a compromise, possibly before the end of the year.</p><p><blockquote>虽然他认为Roku可能会暂时放弃YouTube应用程序,但他认为,如果双方不在今年年底之前找到妥协方案,风险太大。</blockquote></p><p> “Not only would this be a positive catalyst for the stock but it would also lessen the fears around a potential Roku-Amazon showdown in the future,” Kurnos wrote.</p><p><blockquote>库诺斯写道:“这不仅会成为该股的积极催化剂,还会减轻人们对未来Roku与亚马逊摊牌的担忧。”</blockquote></p><p> Roku sells devices that turn televisions into smart TVs, accessing the Roku platform via the internet. It has deals in place with apps, in some cases getting a cut of subscriptions and advertising dollars spent on its platform.</p><p><blockquote>Roku销售将电视变成智能电视的设备,通过互联网访问Roku平台。它与应用程序达成了协议,在某些情况下,可以从其平台上的订阅和广告费中获得一部分。</blockquote></p><p> Kurnos likened the situation to the spring of 2020, when those betting against Roku stock argued the company would see increased competition and was losing leverage in its negotiations for streaming services. The company later reached deals with AT&T’s HBO Max and Comcast’s Peacock services.</p><p><blockquote>Kurnos将这种情况比作2020年春天,当时那些做空Roku股票的人认为,该公司将面临竞争加剧,并在流媒体服务谈判中失去影响力。该公司后来与AT&T的HBO Max和康卡斯特的Peacock services达成了协议。</blockquote></p><p> “Roku has one of the most advanced, self-contained ecosystems within streaming, and thus we expect them to be a share gainer, with levers to pull by making additional options available only if participants utilize the OneView platform, for example,” he wrote, referring to Roku’s OneView ad-buying platform.</p><p><blockquote>“Roku拥有流媒体领域最先进、独立的生态系统之一,因此我们预计他们将成为份额赢家,例如,只有当参与者使用OneView平台时,才能通过提供额外的选项来拉动杠杆,”他写道,指的是Roku的OneView广告购买平台。</blockquote></p><p> Also on Monday, Bank of America Securities analyst Ruplu Bhattacharya cut his price target to $360 from $400 but maintained a Buy rating. Near-term headwinds the company faces—think supply chain and logistics challenges and lower spending from advertisers in areas such as consumer packaged goods, car manufacturing, and restaurants—are transitory, he said.</p><p><blockquote>同样在周一,美国银行证券分析师Ruplu Bhattacharya将目标价从400美元下调至360美元,但维持买入评级。他表示,该公司近期面临的不利因素——例如供应链和物流挑战以及广告商在消费品、汽车制造和餐馆等领域的支出减少——都是暂时的。</blockquote></p><p> Roku’s competitive advantages remain intact, Bhattacharya said.</p><p><blockquote>巴塔查里亚说,Roku的竞争优势仍然完好无损。</blockquote></p><p> “In the long-term, we expect Roku revenues to benefit from active account growth driven by geographic expansion into international markets, and increasing content,” Bhattacharya wrote. “In addition, Advertising revenues should continue to benefit from the shift of Ad spend from Linear TV to [over-the-top], as well as from Roku’s proprietary viewership data and OneView’s omni channel capabilities.”</p><p><blockquote>巴塔查里亚写道:“从长远来看,我们预计Roku收入将受益于国际市场地理扩张和内容增加推动的活跃账户增长。”“此外,广告收入应该会继续受益于广告支出从线性电视向[过度]的转变,以及Roku专有的收视率数据和OneView的全渠道功能。”</blockquote></p><p> D.A. Davidson analysts called Roku stock their top pick for the 2021 holiday season. They reiterated a Buy rating and $550 price target, saying supply-chain challenges could benefit Roku, in the sense that subscriptions to streaming-services such as Disney+, HBO Max, and Netflix could be popular gifts.</p><p><blockquote>D.A.Davidson分析师称Roku股票是2021年假日季的首选。他们重申了买入评级和550美元的目标价,称供应链挑战可能有利于Roku,因为订阅Disney+、HBO Max和Netflix等流媒体服务可能是受欢迎的礼物。</blockquote></p><p> “We believe this could benefit Roku on multiple fronts,” they wrote.</p><p><blockquote>他们写道:“我们相信这可以在多个方面使Roku受益。”</blockquote></p><p> They argued Roku’s strong position as a smart-TV operating-system provider could mean users who get streaming-service gift cards could sign up on the Roku platform, driving revenue to Roku. Plus, if streaming services want to steer potential gift givers to their own offerings, such firms might look to advertise on Roku’s platform, they said.</p><p><blockquote>他们认为,Roku作为智能电视操作系统提供商的强势地位可能意味着获得流媒体服务礼品卡的用户可以在Roku平台上注册,从而增加Roku的收入。此外,他们表示,如果流媒体服务希望引导潜在的送礼者使用自己的产品,这些公司可能会考虑在Roku的平台上做广告。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/roku-stock-price-buy-outlook-51638229560?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.barrons.com/articles/roku-stock-price-buy-outlook-51638229560?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136264859","content_text":"Roku shares have floundered in recent weeks as the stay-at-home trade unraveled. But a few analysts say the dip will prove temporary.\nBenchmark analyst Daniel Kurnos wrote in a note on Monday that sentiment on Wall Street has been negative, to say the least, with Roku’s stock price (ticker: ROKU) cut in half from its one-year intraday high. Analysts have been taking a less upbeat view of Roku’s postpandemic prospects, but Kurnos also noted some tension ahead of a Dec. 9 deadline for Roku and Alphabet’s (GOOGL) YouTube to reach a deal to keep the app on the Roku platform.\nRoku stock, which Kurnos rates at Buy, was down 1.7% to $231.28 on Monday. His target for the stock price is $525, which implies a gain of nearly127%, for those counting.\n“We think this is 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,” Kurnos wrote.\nWhile he thinks Roku could temporarily drop the YouTube app, he argued there is too much at stake for both parties not to find a compromise, possibly before the end of the year.\n“Not only would this be a positive catalyst for the stock but it would also lessen the fears around a potential Roku-Amazon showdown in the future,” Kurnos wrote.\nRoku sells devices that turn televisions into smart TVs, accessing the Roku platform via the internet. It has deals in place with apps, in some cases getting a cut of subscriptions and advertising dollars spent on its platform.\nKurnos likened the situation to the spring of 2020, when those betting against Roku stock argued the company would see increased competition and was losing leverage in its negotiations for streaming services. The company later reached deals with AT&T’s HBO Max and Comcast’s Peacock services.\n“Roku has one of the most advanced, self-contained ecosystems within streaming, and thus we expect them to be a share gainer, with levers to pull by making additional options available only if participants utilize the OneView platform, for example,” he wrote, referring to Roku’s OneView ad-buying platform.\nAlso on Monday, Bank of America Securities analyst Ruplu Bhattacharya cut his price target to $360 from $400 but maintained a Buy rating. Near-term headwinds the company faces—think supply chain and logistics challenges and lower spending from advertisers in areas such as consumer packaged goods, car manufacturing, and restaurants—are transitory, he said.\nRoku’s competitive advantages remain intact, Bhattacharya said.\n“In the long-term, we expect Roku revenues to benefit from active account growth driven by geographic expansion into international markets, and increasing content,” Bhattacharya wrote. “In addition, Advertising revenues should continue to benefit from the shift of Ad spend from Linear TV to [over-the-top], as well as from Roku’s proprietary viewership data and OneView’s omni channel capabilities.”\nD.A. Davidson analysts called Roku stock their top pick for the 2021 holiday season. They reiterated a Buy rating and $550 price target, saying supply-chain challenges could benefit Roku, in the sense that subscriptions to streaming-services such as Disney+, HBO Max, and Netflix could be popular gifts.\n“We believe this could benefit Roku on multiple fronts,” they wrote.\nThey argued Roku’s strong position as a smart-TV operating-system provider could mean users who get streaming-service gift cards could sign up on the Roku platform, driving revenue to Roku. Plus, if streaming services want to steer potential gift givers to their own offerings, such firms might look to advertise on Roku’s platform, they said.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":674,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609699402"}
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