本周三(12月4日), Roku Inc 盘初一度涨9%,截至发稿报80.34美元:
这一涨幅主要源于市场对其可能在2025年以显著溢价被收购的猜测,而这一猜测因Needham分析师劳拉·马丁的一份报告而愈发热烈,她维持对Roku股票的“买入”评级,并将目标价定为100美元。
马丁对Roku持乐观态度的原因在于Vizio近期被沃尔玛以23亿美元收购。她认为,这笔交易可能为Roku的潜在收购案铺平道路,因为Roku的流媒体平台和广告能力使其成为寻求在快速增长的流媒体市场中扩大版图的大型企业的理想收购对象。
马丁表示,鉴于Roku稳固的市场地位和增长潜力,该公司有望在潜在收购中获得“高额溢价”。她的预测再次激发了投资者对Roku的兴趣,投资者纷纷猜测公司将迎来一笔可观的收购交易。
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