Roku Stock Tumbled. Some See a Buying Opportunity._老虎社区_美港股上老虎

Roku Stock Tumbled. Some See a Buying Opportunity.

Barrons2021-12-16

Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts ...

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MoonMoon
·2021-12-16
Hi
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- MoonMoon:
  Hi
  2021-12-16
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bitez
·2021-12-16
He
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TJTan
·2021-12-16
like
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arakom
·2021-12-16
Buy?
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- Boo2bear:
  Wait for a while
  2021-12-16
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Joker29
·2021-12-16
I see it dipping
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Gackky
·2021-12-16
will it dip further or reached the bottom[Thinking]
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- Gackky回复Venus_M:
  roll roll roll the ball
  2021-12-17
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- Venus_M回复Gackky:
  make sure the ball gets bigger but smaller [LOL]
  2021-12-17
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- Venus_M回复Gackky:
  keep the ball rolling [LOL]
  2021-12-16
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Some bullish analysts ...\n\n<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ROKU","symbol_name":"Roku Inc","start_time":0,"source_url":"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST","article_id":"1169241179","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1169241179","pubTimestamp":1639611934,"columns":[],"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ROKU":"Roku Inc"},"translate_title":"Roku股票暴跌。一些人看到了买入机会。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ROKU":0.9},"content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. 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Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169241179","media":"Barrons","summary":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its","content":"Roku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku Stock Tumbled. 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Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-16 07:45\n\n</h4>\n</header>\n<article>\nRoku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169241179","content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.\n“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.\nRoku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.\nOppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.\nAside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.\nAlso on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.\n“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”\nOther analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.\nJ.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.\n“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.\nHe expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6998422,"gmtCreate":1639616199454,"gmtModify":1639616199534,"authorId":3581831647982295,"author":{"id":3581831647982295,"idStr":"3581831647982295","authorId":3581831647982295,"name":"MoonMoon","avatar":"https://static.tigerbbs.com/7abc88bf78bc4fd17d5085b308a74c4d","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690055840,"type":1,"supId":0,"prevId":0,"content":"Hi","text":"Hi","html":"Hi"}],"langContent":"CN"},{"id":690085961,"gmtCreate":1639614000537,"gmtModify":1639614000537,"author":{"id":"3576229185310964","authorId":"3576229185310964","name":"bitez","avatar":"https://static.tigerbbs.com/12d3b053bc95587947b259351c176968","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3576229185310964","authorIdStr":"3576229185310964"},"htmlText":"He","listText":"He","text":"He","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690085961","repostId":1169241179,"repostType":4,"repost":{"id":"1169241179","kind":"news","pubTimestamp":1639611934,"share":"https://www.laohu8.com/m/news/1169241179?lang=zh_CN&edition=full","pubTime":"2021-12-16 07:45","market":"us","language":"en","title":"Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169241179","media":"Barrons","summary":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its","content":"Roku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-16 07:45\n\n</h4>\n</header>\n<article>\nRoku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169241179","content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.\n“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.\nRoku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.\nOppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.\nAside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.\nAlso on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.\n“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”\nOther analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.\nJ.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.\n“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.\nHe expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690015301,"gmtCreate":1639613410527,"gmtModify":1639613410797,"author":{"id":"3579499293913149","authorId":"3579499293913149","name":"TJTan","avatar":"https://static.tigerbbs.com/8b35867ea0bdab884a0a2a77afaebc5a","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3579499293913149","authorIdStr":"3579499293913149"},"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690015301","repostId":1169241179,"repostType":4,"repost":{"id":"1169241179","kind":"news","pubTimestamp":1639611934,"share":"https://www.laohu8.com/m/news/1169241179?lang=zh_CN&edition=full","pubTime":"2021-12-16 07:45","market":"us","language":"en","title":"Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169241179","media":"Barrons","summary":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its","content":"Roku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-16 07:45\n\n</h4>\n</header>\n<article>\nRoku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169241179","content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.\n“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.\nRoku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.\nOppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.\nAside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.\nAlso on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.\n“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”\nOther analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.\nJ.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.\n“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.\nHe expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690034624,"gmtCreate":1639612881664,"gmtModify":1639612881802,"author":{"id":"4093495894883950","authorId":"4093495894883950","name":"arakom","avatar":"https://static.tigerbbs.com/6e1f9b71242f06741e2b1d70506f8aaa","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"4093495894883950","authorIdStr":"4093495894883950"},"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690034624","repostId":1169241179,"repostType":4,"repost":{"id":"1169241179","kind":"news","pubTimestamp":1639611934,"share":"https://www.laohu8.com/m/news/1169241179?lang=zh_CN&edition=full","pubTime":"2021-12-16 07:45","market":"us","language":"en","title":"Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169241179","media":"Barrons","summary":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its","content":"Roku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-16 07:45\n\n</h4>\n</header>\n<article>\nRoku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169241179","content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.\n“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.\nRoku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.\nOppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.\nAside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.\nAlso on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.\n“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”\nOther analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.\nJ.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.\n“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.\nHe expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6997601,"gmtCreate":1639613904977,"gmtModify":1639613905070,"authorId":3578969648963961,"author":{"id":3578969648963961,"idStr":"3578969648963961","authorId":3578969648963961,"name":"Boo2bear","avatar":"https://static.tigerbbs.com/209ae746c8124fe2d5f79aee784d2fcc","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690034624,"type":1,"supId":0,"prevId":0,"content":"Wait for a while","text":"Wait for a while","html":"Wait for a while"}],"langContent":"CN"},{"id":690036175,"gmtCreate":1639612627887,"gmtModify":1639619906807,"author":{"id":"3559394255429643","authorId":"3559394255429643","name":"Joker29","avatar":"https://static.tigerbbs.com/2252dcce9479280592bde6bd29150cdc","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3559394255429643","authorIdStr":"3559394255429643"},"htmlText":"I see it dipping","listText":"I see it dipping","text":"I see it dipping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690036175","repostId":1169241179,"repostType":4,"repost":{"id":"1169241179","kind":"news","pubTimestamp":1639611934,"share":"https://www.laohu8.com/m/news/1169241179?lang=zh_CN&edition=full","pubTime":"2021-12-16 07:45","market":"us","language":"en","title":"Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169241179","media":"Barrons","summary":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its","content":"Roku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-16 07:45\n\n</h4>\n</header>\n<article>\nRoku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169241179","content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.\n“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.\nRoku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.\nOppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.\nAside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.\nAlso on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.\n“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”\nOther analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.\nJ.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.\n“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.\nHe expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690092895,"gmtCreate":1639611999118,"gmtModify":1639612000881,"author":{"id":"3574326723774097","authorId":"3574326723774097","name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3574326723774097","authorIdStr":"3574326723774097"},"htmlText":"will it dip further or reached the bottom[Thinking]&nbsp;","listText":"will it dip further or reached the bottom[Thinking]&nbsp;","text":"will it dip further or reached the bottom[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/690092895","repostId":1169241179,"repostType":4,"repost":{"id":"1169241179","kind":"news","pubTimestamp":1639611934,"share":"https://www.laohu8.com/m/news/1169241179?lang=zh_CN&edition=full","pubTime":"2021-12-16 07:45","market":"us","language":"en","title":"Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169241179","media":"Barrons","summary":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its","content":"Roku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku Stock Tumbled. Some See a Buying Opportunity.<blockquote>Roku股价暴跌。有些人看到了买入机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-16 07:45\n\n</h4>\n</header>\n<article>\nRoku&nbsp;stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with&nbsp;Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.<blockquote>由于与环球电子公司专利纠纷的最新进展以及分析师下调目标价，Roku股价周三跌至一年多来的最低收盘价。一些看涨的分析师淡化了这项专利公告，称此次下跌是这家流媒体设备制造商的买入机会。</blockquote> Roku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy&nbsp;Nasdaq Composite index&nbsp;up more than 2%, and the&nbsp;S&amp;P 500 index&nbsp;up 1.6%.<blockquote>Roku（股票代码：Roku）股价周三下跌7.9%，收于203.94美元，为2020年11月3日203.49美元以来的最低收盘价。该股较7月26日下跌58%，当时股价收于创纪录的479.50美元。周三下跌之际，美联储的言论导致以科技股为主的纳斯达克综合指数上涨超过2%，标准普尔500指数上涨1.6%。</blockquote> Investors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.<blockquote>周三，环球电子（UEIC）发布的一份公告让投资者措手不及，该公告指的是国际贸易委员会公开发布的与某些Roku遥控器技术有关的专利侵权案件的决定。该案于11月判决。</blockquote> “We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.<blockquote>环球电子在新闻稿中表示：“我们采取这一行动是为了保护我们高度创新的知识产权免受Roku未经授权的使用，我们很高兴ITC承认Roku的侵权行为并下令停止。”</blockquote> Roku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in&nbsp;Roku’s ability to continue to import products,” Roku said.<blockquote>Roku在一份声明中说，案件没有新进展。Roku表示：“根据ITC的裁决，我们预计Roku继续进口产品的能力不会受到任何干扰。”</blockquote> Oppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.<blockquote>Oppenheimer分析师Jason Helfstein指出，这一消息可能令Roku股价承压。他称此次下跌是一个买入机会，并指出他对联网电视广告支出的乐观前景。Helfstein将Roku股票评级为跑赢大盘，目标价为400美元。</blockquote> Aside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.<blockquote>除了销售流媒体设备外，该公司的大部分销售额来自其平台上的某些广告和订阅。近几个月来，随着疫情重新开放，人们对增长的预期降低，股价下跌。</blockquote> Also on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.<blockquote>同样在周三，对Roku股票给予跑输大盘评级的摩根士丹利分析师Benjamin Swinburne将目标价从295美元下调至190美元。他确实承认，在近期股价下跌后，该股的风险回报设置不再那么偏向风险。</blockquote> “We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”<blockquote>Swinburne写道：“我们认为市场低估了美国平台活跃账户的竞争，以及国际扩张规模所需的时间。”“美国的活跃账户增长强烈受益于TCL的份额增长，持续增长将需要额外的份额增长或主要的新智能电视合作伙伴。”</blockquote> Other analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.<blockquote>其他分析师则更为乐观。Benchmark分析师Daniel Kurnos在周三的一份报告中称该股的反应被夸大了。他对该股的目标价为525美元，给予买入评级。</blockquote> J.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.<blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)称，按播放时间计算，Roku是美国领先的流媒体平台，不过他确实将目标从435美元下调至315美元。</blockquote> “Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.<blockquote>“我们的牛市论点很大程度上是由我们认为Roku的重大广告机会推动的，流媒体约占美国18-49岁人群电视观看时间的42%，但估计仅占电视广告预算的15%左右，”他写道。</blockquote> He expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.<blockquote>他预计，到2024年，Roku广告业务的大幅增长将推动收入同比增长25%以上，随着平台部门占收入的比例稳定和增长，盈利能力将得到改善。Anmuth将Roku股票评级为跑赢大盘。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.barrons.com/articles/roku-stock-tumbled-51639611376?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169241179","content_text":"Roku stock on Wednesday sank to its lowest close in more than a year in the face of an update in its patent feud with Universal Electronics,and an analyst price-target cut. Some bullish analysts downplayed the patent announcement, calling the drop a buying opportunity in the maker of streaming devices.\nRoku (ticker: ROKU) stock fell 7.9% to close at $203.94 on Wednesday, its lowest close since $203.49 on Nov. 3, 2020. The stock is down 58% from July 26, when shares closed at a record $479.50. The Wednesday drop came as remarks from the Fed sent the tech-heavy Nasdaq Composite index up more than 2%, and the S&P 500 index up 1.6%.\nInvestors were caught off guard Wednesday by an announcement by Universal Electronics (UEIC), referring to the public release of the International Trade Commission’s decision in a patent-infringement case, related to technology in certain Roku remote controls. The case was decided in November.\n“We brought this action to protect our highly innovative intellectual property from unauthorized use by Roku, and we are gratified that the ITC recognized Roku’s infringement and ordered it halted,” Universal Electronics said in the news release.\nRoku said in a statement that there were no new developments in the case. “Based on the ITC’s ruling, we do not anticipate any disruption in Roku’s ability to continue to import products,” Roku said.\nOppenheimer analyst Jason Helfstein noted that the news release may have weighed on Roku stock. He called the dip a buying opportunity, pointing to his bullish outlook for connected-television advertising spending. Helfstein rates Roku stock at Outperform with a $400 price target.\nAside from selling streaming devices, the company makes the lion’s share of its sales from certain advertisements and subscriptions made on its platform. Shares have fallen in recent months amid lower expectations for growth as the pandemic’s reopening unfolds.\nAlso on Wednesday, Morgan Stanley analyst Benjamin Swinburne, who has an Underweight rating on Roku stock, slashed his price target to $190 from $295. He does acknowledge that the stock’s risk-reward setup is less skewed toward risk following recent declines in the share price.\n“We believe the market is underestimating the competition on Platform active accounts in the U.S., as well as the time it takes for international expansion to scale,” Swinburne wrote. “Active account growth has benefited strongly in the U.S. from share gains at TCL, and sustained growth will require additional share gains or major new smart TV partners.”\nOther analysts were more upbeat. Benchmark analyst Daniel Kurnos called the stock’s reaction overstated in a Wednesday note. He has a $525 target with a Buy rating on the stock.\nJ.P.Morgan analyst Doug Anmuth called Roku the leading streaming platform in the U.S. by hours streamed, though he did cut his target to $315 from $435.\n“Our bull thesis is largely driven by what we believe to be Roku’s significant advertising opportunity, with streaming accounting for about 42% of TV viewing time for 18-49 year olds in the U.S., but only an estimated about 15% of TV ad budgets,” he wrote.\nHe expects outsize growth in Roku’s advertisements business to drive revenue growth north of 25% year over year through 2024, with profitability improving as the platform segment stabilizes and grows as a percentage of revenue. Anmuth rates Roku stock at Outperform.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7016700,"gmtCreate":1639704182771,"gmtModify":1639706960912,"authorId":3574326723774097,"author":{"id":3574326723774097,"idStr":"3574326723774097","authorId":3574326723774097,"name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3566385558470298,"repliedAuthor":{"id":3566385558470298,"idStr":"3566385558470298","authorId":3566385558470298,"name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":690092895,"type":1,"supId":7000269,"prevId":7005205,"content":"roll roll roll the ball","text":"roll roll roll the ball","html":"roll roll roll the ball"},{"id":7016834,"gmtCreate":1639704575017,"gmtModify":1639704575017,"authorId":3566385558470298,"author":{"id":3566385558470298,"idStr":"3566385558470298","authorId":3566385558470298,"name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3574326723774097,"repliedAuthor":{"id":3574326723774097,"idStr":"3574326723774097","authorId":3574326723774097,"name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":690092895,"type":1,"supId":7000269,"prevId":7016700,"content":"make sure the ball gets bigger but smaller [LOL]","text":"make sure the ball gets bigger but smaller [LOL]","html":"make sure the ball gets bigger but smaller [LOL]"},{"id":7005205,"gmtCreate":1639652888312,"gmtModify":1639654743759,"authorId":3566385558470298,"author":{"id":3566385558470298,"idStr":"3566385558470298","authorId":3566385558470298,"name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3574326723774097,"repliedAuthor":{"id":3574326723774097,"idStr":"3574326723774097","authorId":3574326723774097,"name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":690092895,"type":1,"supId":7000269,"prevId":7003728,"content":"keep the ball rolling [LOL]","text":"keep the ball rolling [LOL]","html":"keep the ball rolling [LOL]"},{"id":7003728,"gmtCreate":1639646929680,"gmtModify":1639646929711,"authorId":3574326723774097,"author":{"id":3574326723774097,"idStr":"3574326723774097","authorId":3574326723774097,"name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690092895,"type":1,"supId":7000269,"prevId":0,"content":"buy and sell buy and sell [LOL][Facepalm][LOL]","text":"buy and sell buy and sell [LOL][Facepalm][LOL]","html":"buy and sell buy and sell [LOL][Facepalm][LOL]"},{"id":7000269,"gmtCreate":1639622270134,"gmtModify":1639622270134,"authorId":3566385558470298,"author":{"id":3566385558470298,"idStr":"3566385558470298","authorId":3566385558470298,"name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690092895,"type":1,"supId":0,"prevId":0,"content":"are you in this?","text":"are you in this?","html":"are you in this?"}],"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":99,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}