Netflix Finally Joins the M&A Game
Netflix is shifting from a “build, not buy” strategy to actively pursuing major acquisitions, from failed talks for Warner Bros. Discovery to bids for Roku and interest in Lionsgate.
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Fox Bets Big on Streaming with $22 Billion Roku Buyout
The combination creates a major U.S. streaming and live TV platform.
Roku in Sale Talks, Including Possible Tie-Up With Major Media Company
Roku is in early talks to sell itself; no deal yet, but it could join a media company as streaming consolidation continues.
Roku's Impressive 2025 Wrap-Up and Bright 2026 Forecast
Roku beats expectations with strong ad growth and revenue forecasts for 2026, boosting shares and analyst confidence in streaming shift.
Morgan Stanley Upgrades Roku as Connected TV Ads Gain Momentum
Morgan Stanley upgrades Roku to Overweight, raises price target to $135, and highlights strong growth ahead for connected TV advertising.
Jefferies Upgrades Roku to Buy on Strong Growth Outlook
Jefferies upgrades Roku to Buy with a new $135 price target, citing strong platform revenue growth potential and resilience in the 2026 internet sector.