Wall Street’s record-setting rally is due for a reality check, according to the latest report from Stifel’s Barry Bannister and Thomas Carroll.

Wall Street’s recent rally has propelled major U.S. stock benchmarks to record territory. Learn which names are helping here.

Wall Street is not too hot on the stock due to Roku's history of weak profitability. The company needs to prove it can profitably benefit from growth in digital advertising, but that is the outlook management is offering for 2026. Assuming the company succeeds in improving margins, the stock should move higher over the next 18 months or so.