JP Morgan Assumes Roku at Neutral, Announces Price Target of $160
JP Morgan analyst Bryan Smilek assumes Roku (NASDAQ:ROKU) with a Neutral rating and announces Price Target of $160.
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JP Morgan analyst Bryan Smilek assumes Roku (NASDAQ:ROKU) with a Neutral rating and announces Price Target of $160.
Read original at benzingaJPMorgan highlights five favorite consumer tech stocks: Shopify, Take-Two, Clear, Xometry and EverQuote, citing AI and long-term growth.
Read original at benzingaDisney maintains a larger revenue base ($25.2B in Q2 2026) with a strong 22% operating margin but shows inconsistent growth, while Roku demonstrates steady year-over-year revenue increases of 22% ($1.4B in Q2 2026) despite a lower 11% operating margin. Disney's new CEO Josh D'Amaro is expected to drive more consistent growth, though Roku's trajectory faces uncertainty as it heads toward acquisition by Fox Corporation.
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