Wells Fargo added Roku (ROKU) to the firm’s Q1 2026 Tactical Ideas List. Wells expects the about 20% same-store sales Platform growth in 4Q 2025 to extend to the first half of 2026. The mid-term election is also set to be a record, so Wells thinks Roku’s 2026 adjusted EBITDA guidance will impress. The firm has an Overweight rating on the shares with a price target of $116.
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