Roku

ROKU

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Roku

ROKU

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A
amitJun 22 at 01:25 PM
$Netflix(NFLX.US) completely getting demolished
cheapest it’s been in years, but every time I think of buying I remember…
- no hit shows leading to massive growth like Squid Game for example
- they tried to buy $Warner Bros. Discovery(WBD.US) and $Roku(ROKU.US), now $Lionsgate Studios(LION.US) which makes me think they really are struggling to create content
- the only reason they beat EPS last Q was because of the $3B breakup fee, otherwise no growth
- Mag 7s are better businesses trading at lower multiples
what’s the argument to go long here other than it is bottoming? which I agree it probably is…but is risk to reward amazing here even if it doesn’t go that much lower?
Source: amit
N
NewUser_CkrdqW Rate Of ReturnJun 16 at 06:14 PM
$Netflix(NFLX.US) Netflix's shares fell nearly 4% amid concerns over its failed acquisition attempt of Roku, Inc., which went to Fox Corp for $22 billion. The company's ongoing participation in major M&A discussions raises concerns about strategy and valuation despite its disciplined approach to pricing. The stock is currently trading near its 52-week low, experiencing a significant downtrend, with upcoming earnings expected to provide crucial market insights. However, insiders and analysts remain bullish on the company with most price targets set above $100, signalling a huge upside from current prices. I'm looking to add some on this dip to average down. @Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards!
H
Hardik ShahJun 12 at 02:25 PM
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Roku(ROKU.US) Roku Said To Be In Sale Talks, Including Possible Media Tie-up - Bloomberg
H
Hardik ShahJun 4 at 05:46 AM
$Roku(ROKU.US) | Morgan Stanley maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐑𝐨𝐤𝐮, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟕𝟎 𝐟𝐫𝐨𝐦 $𝟏𝟓𝟎
Analyst sees conservative guidance and multiple upside ad drivers (DSPs, World Cup, Political) supporting a higher valuation and Street-high PT.
F
First FellowMay 1 at 05:57 PM
• Tech companies are cutting jobs due to AI efficiencies, with $Meta reducing its workforce by 10%.
• Major layoffs are also expected at $Microsoft(MSFT.US), $Amazon(AMZN.US), and $Oracle(ORCL.US).
• $Apple(AAPL.US) faces supply constraints for iPhones due to chip shortages from $Taiwan Semiconductor(TSM.US).
• $Sandisk(SNDK.US) reached a record high after exceeding earnings expectations.
• $Nebius(NBIS.US) acquired Eigen AI to enhance its cloud computing services.
• $Atlassian(TEAM.US) rose following better-than-expected fiscal Q3 earnings.
• $Roku(ROKU.US) surged after surpassing Q1 estimates in advertising and subscriptions growth.
• $Salesforce(CRM.US) plans to provide more detailed financial disclosures on its AI products.
W
What TrendSpider SayApr 30 at 03:27 PM
$Roku(ROKU.US) Roku City is celebrating tonight
Q1 EPS: $0.57 vs $0.31 est
Q1 REV: $1.248B vs $1.204B est
Raised FY2026 Sales Guidance
🟩 +9.84%
F
First FellowApr 19 at 10:37 AM
$Roku(ROKU.US) I have been waiting for this candle for months now. However this is still not out of the woods, there are multiple roadblocks. One candle at a time, 128-130 is another big resistance. If we can clear these two, then Blue Skies.
PT1: 175
Source: First Fellow
H
Hardik ShahApr 17 at 05:47 AM
$Roku(ROKU.US) | 𝐑𝐨𝐤𝐮: Baird maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟑𝟎
Analyst sees multiple tailwinds and strong positioning in a fragmented media landscape, supporting continued upside potential.
Source: Hardik Shah
V
ValueNvestMar 3 at 10:35 PM
Cathie Wood added positions in $Tesla(TSLA.US) $Amazon(AMZN.US)
D
Dolphin ResearchFeb 24 at 09:44 PM
Mercado (Trans): Will develop an in-house e-comm Agent
Below is Dolphin Research's transcript of the FY25 Q4 earnings call for $Mercadolibre(MELI.US).
For our earnings take, see 'Latin America's Alibaba's Split Personality: Revenue Giant, Profit Dwarf'.
I. Review of key financial metrics.
II. Call details.
2.1 Management highlights.
1) Brazil e-commerce strategy: GMV accelerated (+35%) on strategic investments, notably lowering the free-shipping threshold.
This boosted purchase frequency and attracted new buyers...
MercadoLibreConference Minutes
D
Dolphin ResearchDec 8, 2025 at 03:19 AM
NFLX breaks its own rules, makes an RMB 80bn bet to become No.1 in film & TV
On Dec. 7, the long-running WBD sale neared the finish line as NFLX emerged as the buyer. The company agreed to acquire WBD's assets excluding cable TV for $72bn and to assume $10.7bn of WBD debt.
The deal is still subject to regulatory approval due to antitrust concerns. About this acquisition...
+1
NetflixHot topic

Share your thoughts

Write something you'd like to share with our community...

A
amitJun 22 at 01:25 PM
$Netflix(NFLX.US) completely getting demolished
cheapest it’s been in years, but every time I think of buying I remember…
- no hit shows leading to massive growth like Squid Game for example
- they tried to buy $Warner Bros. Discovery(WBD.US) and $Roku(ROKU.US), now $Lionsgate Studios(LION.US) which makes me think they really are struggling to create content
- the only reason they beat EPS last Q was because of the $3B breakup fee, otherwise no growth
- Mag 7s are better businesses trading at lower multiples
what’s the argument to go long here other than it is bottoming? which I agree it probably is…but is risk to reward amazing here even if it doesn’t go that much lower?
Source: amit
N
NewUser_CkrdqW Rate Of ReturnJun 16 at 06:14 PM
$Netflix(NFLX.US) Netflix's shares fell nearly 4% amid concerns over its failed acquisition attempt of Roku, Inc., which went to Fox Corp for $22 billion. The company's ongoing participation in major M&A discussions raises concerns about strategy and valuation despite its disciplined approach to pricing. The stock is currently trading near its 52-week low, experiencing a significant downtrend, with upcoming earnings expected to provide crucial market insights. However, insiders and analysts remain bullish on the company with most price targets set above $100, signalling a huge upside from current prices. I'm looking to add some on this dip to average down. @Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards!
H
Hardik ShahJun 12 at 02:25 PM
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Roku(ROKU.US) Roku Said To Be In Sale Talks, Including Possible Media Tie-up - Bloomberg
H
Hardik ShahJun 4 at 05:46 AM
$Roku(ROKU.US) | Morgan Stanley maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐑𝐨𝐤𝐮, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟕𝟎 𝐟𝐫𝐨𝐦 $𝟏𝟓𝟎
Analyst sees conservative guidance and multiple upside ad drivers (DSPs, World Cup, Political) supporting a higher valuation and Street-high PT.
F
First FellowMay 1 at 05:57 PM
• Tech companies are cutting jobs due to AI efficiencies, with $Meta reducing its workforce by 10%.
• Major layoffs are also expected at $Microsoft(MSFT.US), $Amazon(AMZN.US), and $Oracle(ORCL.US).
• $Apple(AAPL.US) faces supply constraints for iPhones due to chip shortages from $Taiwan Semiconductor(TSM.US).
• $Sandisk(SNDK.US) reached a record high after exceeding earnings expectations.
• $Nebius(NBIS.US) acquired Eigen AI to enhance its cloud computing services.
• $Atlassian(TEAM.US) rose following better-than-expected fiscal Q3 earnings.
• $Roku(ROKU.US) surged after surpassing Q1 estimates in advertising and subscriptions growth.
• $Salesforce(CRM.US) plans to provide more detailed financial disclosures on its AI products.
W
What TrendSpider SayApr 30 at 03:27 PM
$Roku(ROKU.US) Roku City is celebrating tonight
Q1 EPS: $0.57 vs $0.31 est
Q1 REV: $1.248B vs $1.204B est
Raised FY2026 Sales Guidance
🟩 +9.84%
F
First FellowApr 19 at 10:37 AM
$Roku(ROKU.US) I have been waiting for this candle for months now. However this is still not out of the woods, there are multiple roadblocks. One candle at a time, 128-130 is another big resistance. If we can clear these two, then Blue Skies.
PT1: 175
Source: First Fellow
H
Hardik ShahApr 17 at 05:47 AM
$Roku(ROKU.US) | 𝐑𝐨𝐤𝐮: Baird maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟑𝟎
Analyst sees multiple tailwinds and strong positioning in a fragmented media landscape, supporting continued upside potential.
Source: Hardik Shah
V
ValueNvestMar 3 at 10:35 PM
Cathie Wood added positions in $Tesla(TSLA.US) $Amazon(AMZN.US)
D
Dolphin ResearchFeb 24 at 09:44 PM
Mercado (Trans): Will develop an in-house e-comm Agent
Below is Dolphin Research's transcript of the FY25 Q4 earnings call for $Mercadolibre(MELI.US).
For our earnings take, see 'Latin America's Alibaba's Split Personality: Revenue Giant, Profit Dwarf'.
I. Review of key financial metrics.
II. Call details.
2.1 Management highlights.
1) Brazil e-commerce strategy: GMV accelerated (+35%) on strategic investments, notably lowering the free-shipping threshold.
This boosted purchase frequency and attracted new buyers...
MercadoLibreConference Minutes
D
Dolphin ResearchDec 8, 2025 at 03:19 AM
NFLX breaks its own rules, makes an RMB 80bn bet to become No.1 in film & TV
On Dec. 7, the long-running WBD sale neared the finish line as NFLX emerged as the buyer. The company agreed to acquire WBD's assets excluding cable TV for $72bn and to assume $10.7bn of WBD debt.
The deal is still subject to regulatory approval due to antitrust concerns. About this acquisition...
+1
NetflixHot topic

Roku

Roku

Mercado (Trans): Will develop an in-house e-comm Agent

NFLX breaks its own rules, makes an RMB 80bn bet to become No.1 in film & TV

Mercado (Trans): Will develop an in-house e-comm Agent

NFLX breaks its own rules, makes an RMB 80bn bet to become No.1 in film & TV