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Streaming Shift Will Expand Global Connected TV Markets

Published
22 Apr 25
Updated
09 Sep 25
AnalystConsensusTarget's Fair Value
US$103.27
0.6% overvalued intrinsic discount
09 Sep
US$103.85
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1Y
36.8%
7D
4.3%

Author's Valuation

US$103.270.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on09 Sep 25
Fair value Increased 2.09%

Analysts have raised their price targets for Roku—now at $103.27—on strong free cash flow forecasts, growing platform revenue from new partnerships and bundled offerings, and sustained momentum in connected TV advertising. Analyst Commentary Bullish analysts are raising price targets based on strong free cash flow forecasts, with some projecting Roku could generate $1.6B in free cash flow by 2023 and see sustained high annualized returns.

Shared on02 Aug 25
Fair value Increased 10%

Roku's fair value outlook has improved as a result of rising net profit margins and a lower forward P/E ratio, prompting analysts to raise their consensus price target from $91.75 to $100.73. What's in the News Roku announced a $400 million Class A share repurchase program, funded by existing cash and short-term investments, authorized by the Board and effective through December 31, 2026.

Shared on01 May 25
Fair value Increased 1.23%