តើវាជាគំនិតល្អក្នុងការវិនិយោគលើភាគហ៊ុន Roku បន្ទាប់ពី Q4 ដ៏រឹងមាំរបស់ខ្លួនដែរឬទេ?

Roku Inc (NASDAQ: ROKU) is up nearly 20% this morning after reporting market-beating results for its fourth financial quarter.

Jefferies remains super bearish on Roku

Shares went up also because the streaming platform issued better-than-expected guidance for Q1.

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

None of it, however, was enough to turn Andrew Uerkwitz – Senior Analyst at Jefferies even a bit more bullish on the Nasdaq-listed firm because more broadly, he expects the ការផ្សាយពាណិជ្ជកម្មយឺត to continue moving forward.

Our thesis remains the same. [Ad budgets will cut this year and in 2024] as broader macro weakness hurts return on ad spend and outsized CTV growth will be driven by premium platforms that’ll not benefit Roku.

Versus the start of 2023, Roku stock is now up nearly 90%.

Roku stock could be cut in half

On Thursday, Uerkwitz raised his price objective on the California-based company to $36 a share. But that’s still alarming considering what he’s suggesting is that this ស្តុកបច្ចេកវិទ្យា could be cut in half over the next twelve months.

The Jefferies analyst is sticking to his underperform rating even though Roku reported a net increase of 9.9 million active accounts in 2022. Still, he’s convinced that incremental CTV advertising spend this year will go to the likes of Netflix and Disney+.

នៅក្នុង លិខិតជូនម្ចាស់ភាគហ៊ុន, CEO Anthony Wood also confirmed that advertising did improve in limited categories but the market at large was still muted in the fourth quarter.

Analysts at Guggenheim and JPMorgan also reiterated their dovish view on Roku stock today for pretty much the same reasons.