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Roku Stock Soars on Upgrade: What's Next?
16 Dec, 2025
Summary
- Morgan Stanley upgraded Roku stock to overweight with a $135 price target.
- Analyst cites platform partnerships and streaming price increases as growth drivers.
- Roku shares have already surged 47% year-to-date.
Morgan Stanley has issued a strong endorsement for Roku, double upgrading its stock rating to overweight and establishing a new price target of $135. This represents a substantial increase from its previous $85 target, signaling a projected 24% upside from recent closing prices.
Analyst Thomas Yeh expressed high confidence in Roku's ability to sustain robust double-digit platform revenue growth in the coming years. Key catalysts identified include expanding platform partnerships, rising streaming service prices, and increased adoption of premium subscriptions. A favorable advertising environment and the broader shift towards connected TV are also expected to provide significant tailwinds.
