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Roku price target raised to $84 from $68 at Citi

Citi raised the firm’s price target on Roku (ROKU) to $84 from $68 and keeps a Neutral rating on the shares. Roku and Amazon (AMZN) announced a new partnership that will integrate Amazon’s DSP with Roku’s connected TV inventory and provide Amazon’s DSP exclusive functionality to identify viewers across streaming channels, the analyst tells investors in a research note. The firm believes the move enhances Roku’s competitive positioning in the connected TV space and gives “incremental confidence” in the company’s growth trajectory. Citi raised estimates to reflect the new partnership, but believes the benefits of the partnership are largely priced into Roku shares at prevailing levels.

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