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The Bull Case For Roku (ROKU) Could Change Following New Ad-Measurement Partnerships With Nielsen And iSpot

Simply Wall St · 4d ago
  • In early January 2026, Roku drew fresh attention as several banks raised their views on the company while it deepened partnerships with Nielsen and iSpot to enhance advertising measurement and outcome-based campaign optimization on its streaming platform.
  • The move to integrate Roku’s viewing data directly into third-party measurement tools is strengthening the platform’s appeal to advertisers seeking verifiable business results from connected TV spending.
  • Now we’ll examine how Roku’s expanded Nielsen and iSpot advertising partnerships may influence its existing investment narrative around platform monetization.

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Roku Investment Narrative Recap

To own Roku today, you need to believe its ad centric platform can keep turning growing streaming engagement into higher quality advertising revenue, despite intense competition and reliance on ad budgets. The expanded Nielsen and iSpot deals appear supportive of the near term catalyst around stronger, more measurable ad performance, but they do not remove the key risk that a weaker or shifting ad market could still hit Roku’s results.

The most relevant update is Roku becoming the first major streamer to use iSpot’s Outcomes at Scale product, allowing advertisers to optimize campaigns toward concrete business results like web visits and leads. This outcome based focus ties directly into the core catalyst of improving monetization on the platform by making spend on Roku easier to justify, even if broader ad spend or privacy rules eventually become a limiting factor.

Yet despite these advertiser friendly advances, investors should also be aware that growing privacy scrutiny and data use rules could eventually constrain how Roku...

Read the full narrative on Roku (it's free!)

Roku's narrative projects $6.1 billion revenue and $372.1 million earnings by 2028.

Uncover how Roku's forecasts yield a $115.48 fair value, a 5% upside to its current price.

Exploring Other Perspectives

ROKU 1-Year Stock Price Chart
ROKU 1-Year Stock Price Chart

Simply Wall St Community members have 11 fair value estimates for Roku that range from US$84.75 to US$179.01, reflecting wide disagreement on upside. When you compare that spread with Roku’s dependence on advertising and the possibility of ad market slowdowns, it becomes clear why exploring several viewpoints on the company’s prospects matters.

Explore 11 other fair value estimates on Roku - why the stock might be worth 23% less than the current price!

Build Your Own Roku Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Roku research is our analysis highlighting 2 key rewards that could impact your investment decision.
  • Our free Roku research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Roku's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.