Dan Jedda

October 17, 2026

Roku Deal with Fox Boosts Growth Outlook. Roku's partnership with Fox has prompted several analysts to lift Fox to a buy rating, citing expected revenue and cost synergies. The deal is seen as a catalyst for growth for both companies, potentially expanding Roku's content library and increasing subscriber value. The upgrade reflects confidence that the collaboration will strengthen Roku's position in the streaming market.

October 14, 2026

Morgan Stanley cuts Yelp price target to $17, maintains underweight. Morgan Stanley has kept its underweight rating on Yelp and lowered its price target to $17. The new target sits below the stock’s recent support level of $22.31, suggesting the firm sees further downside pressure. Yahoo’s latest stock selection also placed Yelp on a list of companies to avoid, reinforcing the negative sentiment from analysts.

October 16, 2026

Stitch Fix Analysts Cut Growth Expectations, Fair Value Declines. Analysts have lowered growth expectations for Stitch Fix, leading to a drop in the calculated fair value. A SeekingAlpha piece highlights challenges the company faces in the coming year. These developments may affect investor perception and the stock’s valuation relative to its 52‑week range.