Roku, Inc. (ROKU) is poised for accelerated platform revenue growth, according to BofA Global Research, which maintains a "Buy" rating and a price objective of $90. As of October 29, Roku's stock was trading at $75.63, down 0.55% from the previous close. The report highlights Roku's expanding partnerships with third-party demand-side platforms (DSPs) and enhanced home screen monetization as key drivers. BofA anticipates Roku's platform revenue to grow by 9% y/y in Q3 and 10% y/y in Q4, with potential upside from political ads and improved ad fill rates. The firm notes, "We see Street estimates as beatable," projecting EBITDA to rise to $250 million in 2025 from $135 million in 2024. Additionally, Roku's recent partnership with Instacart introduces shoppable ads, offering a long-term growth opportunity.