Core Viewpoint - Investors have been selling Roku stock, leading to a decline of nearly 18% in its share price recently, influenced significantly by an analyst's price target cut [1] Group 1: Analyst Assessment - Jason Bazinet from Citigroup has reduced his fair value assessment of Roku from $103 to $81 per share, while maintaining a neutral recommendation [2] - The price target reduction is attributed to newly introduced tariffs affecting Roku's reliance on foreign manufacturers for hardware, alongside concerns about a softening macroeconomy [3] Group 2: Company Outlook - Despite recent challenges, Roku is viewed as a compelling investment due to the ongoing popularity of video streaming services and its service-neutral operating system that facilitates user transitions between providers [4] - The company is guiding for an operating profit by 2026 and has shown encouraging growth numbers, suggesting that the current share price weakness may present a buying opportunity [5]