JPMorgan analyst Cory Carpenter raised the firm’s price target on Roku to $90 from $80 and keeps an Overweight rating on the shares after meeting with management. Roku could not have been more clear that its top priority is Platform monetization, with management reiterating its expectation for Platform revenue growth to accelerate in Q4 of 2025, driven by third-party partnerships, home screen changes, and subscriptions, the analyst tells investors in a research note. The firm cites continued confidence in Roku’s Platform revenue acceleration and upward revisions to adjusted EBITDA and free cash flow estimates for the target increase.