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Wedbush稱，Roku預計將超過2026年營收成長預期

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-- Wedbush週一在一份報告中指出，Roku (ROKU)有望超越其2026年營收成長預期（接近兩位數），提高息稅折舊攤銷前利潤率，並增加自由現金流，預計到2028年自由現金流將達到10億美元。 該券商補充道，Roku加速盈利、發展潛力巨大（目前尚未被充分認可）、盈利能力不斷提升以及有利的稅收政策，使其躋身Wedbush最佳投資標的之列。 Roku計劃於週四股市收盤後發布第一季財報。 Wedbush預計Roku第一季營收將達到12.05億美元，高於市場普遍預期的12.04億美元和先前給予的12億美元指引。該券商預測，Roku平台營收年增22%至約10.8億美元，廣告營收成長19%至5.77億美元，訂閱營收成長25%至4.99億美元，設備營收下降7%至1.3億美元。 該券商表示，Roku 2026年的營收預期為55億美元，調整後EBITDA為6.35億美元，受今年強勁的政治週期影響，這些預期還有成長空間。 Wedbush認為，即使在全球衝突和油價上漲導致廣告預算日益緊張的情況下，Roku仍是串流媒體服務商中最具優勢的，因為它能夠滿足廣告商在各個需求階段的需求。 Wedbush維持對Roku的「跑贏大盤」評級，目標價為140美元。

Price: $113.37, Change: $-1.86, Percent Change: -1.61%

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