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Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Update - Nov. 18, 2024 Baird ups Roku to a PT of $90, up from $70. . -Analysts at Baird upgraded Roku (NASDAQ:ROKU) to "outperform" from "neutral," and the research firm thinks the company's shares are not reflecting the meaningful changes in the business and the attractive long-term opportunity. -Baird noted that ROKU is down 25% so far this year compared to the benchmark S&P index's 23% rally. But their optimism for the upside is pegged on increasingly favorable industry trends, positive developments in the company's strategy, and encouraging early indicators in recent results. -They expect the company to deliver sustained double-digit platform revenue growth going ahead and continued margin expansion, driving upside across estimates and valuation over time. -ROKU has a PT of $90, hiked from $70, implyi...

Summary Motorola Solutions has seen the stock dip to multi-year lows after disappointing the market with weak Q2 guidance. The stock continues to offer the highest net payout yield in the market for stocks with market caps above $10 billion. Motorola Solutions is a stock to buy after the recent sell off with the company providing huge buybacks and solid earnings.    The recent drop of Motorola Solutions (NYSE: MSI ) to a multi-year low brings up an interesting dilemma. The tech company has one of the most aggressive stock buybacks in the market, yet investors aren't buying the stock alongside the company.  Read the full article on Seeking Alpha.  Disclosure: Long MSI. Please read the disclaimer page for more details.