Citizens JMP analyst Matthew Condon is increasingly confident that Roku (ROKU) can post upside to 2026 platform revenue expectations. The company’s upcoming catalysts, like integration with Amazon’s (AMZN) demand-side platform and the rollout of bundled subscription offering, can drive meaningful upside to expectations, the analyst tells investors in a research note. Citizen believes consensus estimates imply a seven point deceleration in Roku’s 2026 core platform revenue growth, which it views as conersvartive. The firm’s “blue sky” scenario analysis suggests 15% upside to Roku’s 2026 EBITDA estimates. It keeps an Outperform rating on the shares with a $110 price target
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