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Roku expects to continue doing business with Walmart, says UBS
The Fly

Roku expects to continue doing business with Walmart, says UBS

UBS analyst John Hodulik keeps a Neutral rating on Roku (ROKU) with a $73 price target after the company’s CFO Dan Jedda presented at its conference. For 2025, management remains focused on improving monetization and growing the platform business, the analyst tells investors in a research note. Roku views recent competitive announcements in the television operating system market as a reflection of the market opportunity and believes it has a first mover advantage, the firm adds. UBS says the company expects to continue to do business with Walmart (WMT) going forward despite the Vizio acquisition. Roku is bullish on revenue platform growth and does not believe the Vizio takeover changes its outlook, the analyst notes.

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