Roku, Inc. (ROKU) recently experienced a stock surge following a double upgrade from Morgan Stanley, which upgraded shares from underweight to overweight. The upgrade was based on the analyst's expectations of accelerated revenue growth in the second half of 2025, driven by an expanded user base and deeper streaming partnerships [1]. In contrast, Estée Lauder Companies Inc. (EL) was not upgraded, however, its competitor in the beauty industry was mentioned with an analyst calling a different company a top pick in beauty for 2026 due to its "beauty reimagined" plan. This plan focuses on rebuilding revenues through innovation, increasing exposure to fast-growing distribution channels, and higher consumer spending [2]. Estée Lauder's own prospects are bolstered by expectations of an improving beauty market in the US and China in 2026. Okta, Inc. (OKTA) was also mentioned, although no specific analyst calls or upgrades were reported.
References:
[1] Yahoo Finance. (n. d.). Roku, Estée Lauder, Okta. Retrieved from finance. yahoo. com → video → roku-est-e-lauder-okta-155533219. html[2] Estée Lauder Companies Inc. (2023). Investor Presentation.
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Find other details related to this topic: Visit websiteYahoo Finance senior reporter Brooke DiPalma keeps track of several Wall Street analyst calls on top trending stocks, including calls around shares ...• • • •
