Roku Stock Climbs on New Outperform Rating. Analysts See Room to Grow. - Barron's

1. JMP Securities rates ROKU Outperform, targeting $95, indicating 17% upside. 2. Roku leads U.S. TV operating systems, with 90 million global streaming households. 3. 42% of U.S. TV viewing is streaming, but only 22% of ad spend goes there. 4. Roku's partnerships with ad platforms strengthen its ad revenue potential. 5. Analyst believes ROKU's competitive edge remains intact despite increasing market competition.