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2021-12-16
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Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>
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Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169241179","media":"Barrons","summary":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its","content":"<p>Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.</p><p><blockquote>面对与环球电子的专利纠纷更新以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些乐观的分析师淡化了专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote></p><p> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.</p><p><blockquote>Roku（股票代码：Roku）股价周三下跌 7.9%，收于 203.94 美元，为 2020 年 11 月 3 日 203.49 美元以来的最低收盘价。该股较 7 月 26 日下跌 58%，当时股价收于创纪录的 479.50 美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过 2%，标普500指数上涨 1.6%。</blockquote></p><p> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.</p><p><blockquote>周三，环球电子公司（UEIC）的一则公告让投资者措手不及，该公告指的是国际贸易委员会（International Trade Commission）在一起涉及Roku某些遥控器技术的专利侵权案中的裁决。该案件于11月判决。</blockquote></p><p> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.</p><p><blockquote>“环球电子在新闻稿中说：”我们采取这一行动是为了保护我们高度创新的知识产权不被Roku未经授权使用，我们很高兴国际贸易中心承认Roku的侵权行为并责令其停止侵权行为。</blockquote></p><p> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.</p><p><blockquote>Roku在一份声明中说，此案没有新的进展。“Roku说：”根据国际贸易中心的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。</blockquote></p><p> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.</p><p><blockquote>奥本海默分析师 Jason Helfstein 指出，这一消息可能会给Roku股价带来压力。他称此次下跌为买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein 将Roku股票评级为跑赢大盘，目标价为 400 美元。</blockquote></p><p> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.</p><p><blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着大流行病的重新开放，人们对经济增长的预期有所下降，股市出现下跌。</blockquote></p><p> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.</p><p><blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师 Benjamin Swinburne 将目标价从 295 美元下调至 190 美元。他确实承认，在最近股价下跌之后，该股的风险回报设置对风险的偏差较小。</blockquote></p><p> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”</p><p><blockquote>“斯威本写道：”我们认为，市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。“在美国，活跃客户增长极大地受益于 TCL 的份额增长，而持续增长将需要额外的份额增长或新的主要智能电视合作伙伴。”</blockquote></p><p> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.</p><p><blockquote>其他分析师则更为乐观。基准分析师丹尼尔-库尔诺斯（Daniel Kurnos）在周三的一份报告中称，该股的反应被夸大了。他将该股的目标价定为 525 美元，并给予买入评级。</blockquote></p><p> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.</p><p><blockquote>摩根大通分析师道格·安穆斯 (Doug Anmuth) 称Roku是美国流媒体时长领先的流媒体平台，但他确实将目标从 435 美元下调至 315 美元。</blockquote></p><p> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.</p><p><blockquote>“他写道：”我们的牛市论点在很大程度上是由我们认为Roku巨大的广告机会推动的，流媒体约占美国 18-49 岁人群电视观看时间的 42%，但估计仅占电视广告预算的 15% 左右。</blockquote></p><p> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.</p><p><blockquote>他预计，到 2024 年，Roku广告业务的大幅增长将推动收入同比增长 25% 以上，随着平台部门的稳定和占收入比例的增长，盈利能力也会提高。Anmuth 将Roku股票评级为跑赢大盘。</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 Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</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 Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-16 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.</p><p><blockquote>面对与环球电子的专利纠纷更新以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些乐观的分析师淡化了专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote></p><p> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.</p><p><blockquote>Roku（股票代码：Roku）股价周三下跌 7.9%，收于 203.94 美元，为 2020 年 11 月 3 日 203.49 美元以来的最低收盘价。该股较 7 月 26 日下跌 58%，当时股价收于创纪录的 479.50 美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过 2%，标普500指数上涨 1.6%。</blockquote></p><p> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.</p><p><blockquote>周三，环球电子公司（UEIC）的一则公告让投资者措手不及，该公告指的是国际贸易委员会（International Trade Commission）在一起涉及Roku某些遥控器技术的专利侵权案中的裁决。该案件于11月判决。</blockquote></p><p> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.</p><p><blockquote>“环球电子在新闻稿中说：”我们采取这一行动是为了保护我们高度创新的知识产权不被Roku未经授权使用，我们很高兴国际贸易中心承认Roku的侵权行为并责令其停止侵权行为。</blockquote></p><p> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.</p><p><blockquote>Roku在一份声明中说，此案没有新的进展。“Roku说：”根据国际贸易中心的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。</blockquote></p><p> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.</p><p><blockquote>奥本海默分析师 Jason Helfstein 指出，这一消息可能会给Roku股价带来压力。他称此次下跌为买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein 将Roku股票评级为跑赢大盘，目标价为 400 美元。</blockquote></p><p> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.</p><p><blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着大流行病的重新开放，人们对经济增长的预期有所下降，股市出现下跌。</blockquote></p><p> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.</p><p><blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师 Benjamin Swinburne 将目标价从 295 美元下调至 190 美元。他确实承认，在最近股价下跌之后，该股的风险回报设置对风险的偏差较小。</blockquote></p><p> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”</p><p><blockquote>“斯威本写道：”我们认为，市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。“在美国，活跃客户增长极大地受益于 TCL 的份额增长，而持续增长将需要额外的份额增长或新的主要智能电视合作伙伴。”</blockquote></p><p> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.</p><p><blockquote>其他分析师则更为乐观。基准分析师丹尼尔-库尔诺斯（Daniel Kurnos）在周三的一份报告中称，该股的反应被夸大了。他将该股的目标价定为 525 美元，并给予买入评级。</blockquote></p><p> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.</p><p><blockquote>摩根大通分析师道格·安穆斯 (Doug Anmuth) 称Roku是美国流媒体时长领先的流媒体平台，但他确实将目标从 435 美元下调至 315 美元。</blockquote></p><p> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.</p><p><blockquote>“他写道：”我们的牛市论点在很大程度上是由我们认为Roku巨大的广告机会推动的，流媒体约占美国 18-49 岁人群电视观看时间的 42%，但估计仅占电视广告预算的 15% 左右。</blockquote></p><p> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.</p><p><blockquote>他预计，到 2024 年，Roku广告业务的大幅增长将推动收入同比增长 25% 以上，随着平台部门的稳定和占收入比例的增长，盈利能力也会提高。Anmuth 将Roku股票评级为跑赢大盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?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-tumbled-51639611376?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169241179","content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.\n“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.\nRoku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.\nOppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.\nAside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.\nAlso on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.\n“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”\nOther analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.\nJ.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.\n“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.\nHe expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":1444,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/690034624"}
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