Roku price target raised to $90 from $80 at Loop Capital

Loop Capital analyst Alan Gould raised the firm’s price target on Roku (ROKU) to $90 from $80 and keeps a Hold rating on the shares. The company reported strong Q4 results and provided 2025 guidance ahead of consensus expectations, with platform revenue growing 15% adjusted for the 2024 political revenue, the analyst tells investors in a research note. Roku’s monetization also improved, with ARPU jumping 11%, benefiting from political and Roku’s integration with third party DSPs, or demand-side platforms, Loop added.