Jefferies raised the firm’s price target on Roku (ROKU) to $140 from $135 and keeps a Buy rating on the shares. Ahead of Q1, the firm is raising its FY26 Platform revenue growth estimate to 18.5% year-over-year from 18% and its Platform margin estimate to 51.8% from 51.5% on strengthening ads trends and political contribution, the analyst tells investors in a preview.
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