JPMorgan raised the firm’s price target on Roku (ROKU) to $125 from $115 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the small- and mid-cap internet and video games group as part of its 2026 outlook. It named Roku its top pick for next year. JPMorgan expects Roku’s monetization initiatives to “become more apparent in the coming quarters. The company’s Platform revenue growth is likely to accelerate in 2026, the analyst tells investors in a research note.
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