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Roku: $100 Finally Breaks

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  • Roku is positioned for strong growth, turning $100 into a solid support level after robust Q3'25 results.
  • ROKU's platform revenues surged 17%, outpacing user engagement growth, with monetization initiatives expected to drive higher ARPU and revenue.
  • The streaming platform is accelerating profits, with EBITDA nearly doubling by 2027 and a substantial cash hoard supporting share repurchases and future investments.
  • Investors should view any pullback to $100 as a buying opportunity, given ROKU's multi-year growth trajectory and innovative monetization strategies.
Roku, Inc. (ROKU) traded at $100 heading into earnings, and the stock appeared doomed to another selloff. The market appeared disappointed with the guidance for the current quarter, but the company highlighted strong growth driver turning the resistance at $100 into strong support going forward. My investment thesis remains ultra Bullish on Roku, with the streaming platform continuing to drive strong growth.


Read the full article on Seeking Alpha. 

Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

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