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Wall Street analysts issued bullish calls on December 16 for Roku, Estée Lauder, and Okta, including a new $130 price target for Estée Lauder.
Morgan Stanley projects US advertising spending will increase by more than 10% in 2026, fueled by major sporting events and a strong shift to digital channels.
MicroStrategy shares rose after the company added $980 million in Bitcoin to its treasury, reinforcing its digital asset strategy. Separately, Roku stock gained over 5% after Morgan Stanley issued a double upgrade, citing strong growth in streaming advertising.
The Federal Reserve's third interest rate cut of the year has spurred a rally in consumer discretionary stocks. Analysts are upgrading key players like Las Vegas Sands, citing strong performance metrics and a favorable economic outlook fueled by expectations of increased consumer spending.
JPMorgan has issued significant rating changes for key technology stocks, upgrading Clear Secure to Overweight and downgrading Roblox to Neutral, while naming Roku a top pick for 2026, signaling a strategic realignment in its market outlook.
AMC Networks has appointed Annie Luo as the new President of Streaming Growth to spearhead its direct-to-consumer expansion. The company also announced expanded partnerships with Roku and Channel 5 in the UK to broaden its streaming footprint.
Internet and streaming stocks are facing a pivotal moment, as markets reward clear monetization paths while lawmakers scrutinize opaque pricing models. Jefferies upgraded Roku on its cost discipline, while Instacart faces federal inquiry over its dynamic pricing, and Google's YouTube TV pressures Netflix with new, flexible plans.
UBS reiterated its 'Buy' rating for Block, Inc. (XYZ) with a $90 price target, citing strong forward guidance. The bank's bullish stance is based on the company's projection for significant, sustained gross profit growth through 2028.
Roku's strategic focus on cost management and new advertising partnerships is enhancing its financial outlook, prompting bullish analyst upgrades despite ongoing legal challenges. The company's stock has responded positively to the revised profitability narrative.
Morgan Stanley projects Meta Platforms will outperform by 2026, driven by AI catalysts. This strategy, however, is deeply tied to a capital-intensive and financially volatile AI infrastructure sector, where the success of partners like CoreWeave presents both massive opportunity and significant systemic risk.
Universal Ads has enlarged its Universal Audience Network by incorporating five major publishers, a strategic move to consolidate premium streaming inventory for advertisers. The expansion aims to provide brands with scaled, unified access to qualified audiences in the competitive Connected TV (CTV) market.
Analyst ratings diverged for PayPal and Roku on December 11, 2025, as Bank of America downgraded PayPal, citing valuation concerns, while Jefferies upgraded Roku, signaling a bullish outlook. These conflicting calls reflect a cautious and stock-specific market sentiment.