Roku is one of the big earnings winners of the day. Two major analysts see more to go

Roku is seen as having room to keep rallying as analysts expect continued customer growth, rising advertising revenue, and support from broader industry tailwinds. The note is constructive on the company's fundamentals and outlook, but it is commentary rather than new financial results or guidance, so the likely market impact is limited.

Analysis

Roku is seen as having room to keep rallying as analysts expect continued customer growth, rising advertising revenue, and support from broader industry tailwinds. The note is constructive on the company's fundamentals and outlook, but it is commentary rather than new financial results or guidance, so the likely market impact is limited.