Roku, Inc.

March 30, 2021

Going to Street-high estimates after a dive into Platform revenue; BUY; PT 650

By Vasily Karasyov

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March 21, 2021

Bears are wheeling out a straw man

By Vasily Karasyov

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February 21, 2021

A clinic in dismantling a bear case; raising price target to $650

By Vasily Karasyov

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February 18, 2021

FIRST LOOK

By Vasily Karasyov

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November 7, 2020

More good news hidden in the Q3 print; raising PT to $290; BUY

By Vasily Karasyov

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September 29, 2020

Headroom for monetization growth and steady state revenue opportunity; BUY

By Vasily Karasyov

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August 6, 2020

The Rubicon crossed; price target $193; reiterate BUY

By Vasily Karasyov

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August 5, 2020

FIRST LOOK

By Vasily Karasyov

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July 12, 2020

A dive into the Platform segment shows estimates were low; raising PT to $193

By Vasily Karasyov

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May 9, 2020

The story got more compelling; our base case looks too conservative now; BUY

By Vasily Karasyov

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May 7, 2020

FIRST LOOK

By Vasily Karasyov

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April 27, 2020

Virtual NDR with the CFO on May 18th

By Vasily Karasyov

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April 14, 2020

Scenarios for FY20-22; revising base case assumptions and estimates; BUY

By Vasily Karasyov

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March 13, 2020

The black box of the Platform segment; room for revenue upside but risks rising

By Vasily Karasyov

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February 17, 2020

If you like the stock for the right reason, Q4 report was a positive; BUY

By Vasily Karasyov

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