Analyst RoundupExpert OpinionPrice Target Update

Roku To Rally Around 24%? Here Are 10 Top Analyst Forecasts For Thursday

Benzinga•December 04, 2025 at 2:02 PM•Full Content

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Detected Companies & Sentiment

Salesforce, Inc.

"not mentioned"

Gist

Multiple analysts update price targets and ratings for various stocks, with Guggenheim boosting Roku's target to $115 amid broader sector-specific outlooks.

LLM Summary

Several major brokerage firms have revised price targets and ratings for a range of companies, including a notable increase for Roku to $115 from Guggenheim, while others like Li Auto saw downgrades. The updates reflect shifting analyst sentiment across tech, retail, healthcare, and energy sectors. The article serves as a roundup of recent analyst actions, highlighting both upward and downward revisions.

Full Article Content

- Needham raised Microchip Technology Incorporated (NASDAQ: MCHP) price target from $73 to $75. Needham analyst N. Quinn Bolton maintained a Buy rating. Microchip Technology shares closed at $63.61 on Wednesday. See how other analysts view this stock.

- BTIG boosted the price target for Masimo Corporation (NASDAQ: MASI) from $198 to $200. BTIG analyst Marie Thibault maintained a Buy rating. Masimo shares closed at $138.09 on Wednesday. See how other analysts view this stock.

- Piper Sandler cut nCino, Inc. (NASDAQ: NCNO) price target from $34 to $30. Piper Sandler analyst Hannah Rudoff maintained a Neutral rating. nCino shares closed at $25.57 on Wednesday. See how other analysts view this stoc k.

- BTIG increased the price target for Steven Madden, Ltd. (NASDAQ: SHOO) from $43 to $50. BTIG analyst Janine Stichter maintained a Buy rating. Steven Madden shares closed at $44.11 on Wednesday. See how other analysts view this stock.

- Telsey Advisory Group boosted the price target for Macy’s, Inc. (NYSE: M) from $22 to $25. Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating. Macy’s shares closed at $22.46 on Wednesday. See how other analysts view this stock.

- B of A Securities increased ONE Gas, Inc. (NYSE: OGS) price target from $90 to $92. B of A Securities analyst Ross Fowler maintained a Buy rating. ONE Gas shares settled at $79.79 on Wednesday. See how other analysts view this stock.

- Guggenheim raised Dollar Tree, Inc. (NASDAQ: DLTR) price target from $125 to $130. Guggenheim analyst John Heinbockel maintained a Buy rating. Dollar Tree shares closed at $112.92 on Wednesday. See how other analysts view this stock.

- HSBC slashed Li Auto Inc. (NASDAQ: LI) price target from $30.3 to $18.6. HSBC analyst Yuqian Ding downgraded the stock from Buy to Hold. Li Auto shares closed at $17.44 on Wednesday. See how other analysts view this stock.

- Citizens cut the price target for Salesforce, Inc. (NYSE: CRM) from $430 to $405. Citizens analyst Patrick Walravens maintained a Market Outperform rating. Salesforce shares settled at $238.72 on Wednesday. See how other analysts view this stock.

- Guggenheim raised Roku, Inc. (NASDAQ: ROKU) price target from $110 to $115. Guggenheim analyst Michael Morris maintained a Buy rating. Roku shares closed at $92.98 on Wednesday. See how other analysts view this stock.

- Needham raised **Microchip Technology Incorporated** (NASDAQ: MCHP) price target from $73 to $75. Needham analyst N. Quinn Bolton maintained a Buy rating. Microchip Technology shares closed at $63.61 on Wednesday. See how other analysts view this stock.
- BTIG boosted the price target for **Masimo Corporation** (NASDAQ: MASI) from $198 to $200. BTIG analyst Marie Thibault maintained a Buy rating. Masimo shares closed at $138.09 on Wednesday. See how other analysts view this stock.
- Piper Sandler cut **nCino, Inc**. (NASDAQ: NCNO) price target from $34 to $30. Piper Sandler analyst Hannah Rudoff maintained a Neutral rating. nCino shares closed at $25.57 on Wednesday. See how other analysts view this stoc k.
- BTIG increased the price target for **Steven Madden, Ltd**. (NASDAQ: SHOO) from $43 to $50. BTIG analyst Janine Stichter maintained a Buy rating. Steven Madden shares closed at $44.11 on Wednesday. See how other analysts view this stock.
- Telsey Advisory Group boosted the price target for **Macy’s, Inc.** (NYSE: M) from $22 to $25. Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating. Macy’s shares closed at $22.46 on Wednesday. See how other analysts view this stock.
- B of A Securities increased **ONE Gas, Inc**. (NYSE: OGS) price target from $90 to $92. B of A Securities analyst Ross Fowler maintained a Buy rating. ONE Gas shares settled at $79.79 on Wednesday. See how other analysts view this stock.
- Guggenheim raised **Dollar Tree, Inc**. (NASDAQ: DLTR) price target from $125 to $130. Guggenheim analyst John Heinbockel maintained a Buy rating. Dollar Tree shares closed at $112.92 on Wednesday. See how other analysts view this stock.
- HSBC slashed **Li Auto Inc.** (NASDAQ: LI) price target from $30.3 to $18.6. HSBC analyst Yuqian Ding downgraded the stock from Buy to Hold. Li Auto shares closed at $17.44 on Wednesday. See how other analysts view this stock.
- Citizens cut the price target for **Salesforce, Inc.** (NYSE: CRM) from $430 to $405. Citizens analyst Patrick Walravens maintained a Market Outperform rating. Salesforce shares settled at $238.72 on Wednesday. See how other analysts view this stock.
- Guggenheim raised **Roku, Inc.** (NASDAQ: ROKU) price target from $110 to $115. Guggenheim analyst Michael Morris maintained a Buy rating. Roku shares closed at $92.98 on Wednesday. See how other analysts view this stock.

<p>Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.</p>



<ul class="wp-block-list">
<li>Needham raised <strong>Microchip Technology Incorporated</strong> <a class="ticker-link" data-ticker="MCHP" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/MCHP" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/MCHP">MCHP</a>)</a> price target from $73 to $75. Needham analyst N. Quinn Bolton maintained a Buy rating. Microchip Technology shares closed at $63.61 on Wednesday. <a href="https://www.benzinga.com/quote/MCHP/analyst-ratings">See how other analysts view this stock.</a></li>



<li>BTIG boosted the price target for <strong>Masimo Corporation</strong> <a class="ticker-link" data-ticker="MASI" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/MASI" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/MASI">MASI</a>)</a> from $198 to $200. BTIG analyst Marie Thibault maintained a Buy rating. Masimo shares closed at $138.09 on Wednesday. <a href="https://www.benzinga.com/quote/MASI/analyst-ratings">See how other analysts view this stock</a>.</li>



<li>Piper Sandler cut <strong>nCino, Inc</strong>. <a class="ticker-link" data-ticker="NCNO" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/NCNO" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/NCNO">NCNO</a>)</a> price target from $34 to $30. Piper Sandler analyst Hannah Rudoff maintained a Neutral rating. nCino shares closed at $25.57 on Wednesday.<a href="https://www.benzinga.com/quote/NCNNO/analyst-ratings"> See how other analysts view this stoc</a>k.</li>



<li>BTIG increased the price target for <strong>Steven Madden, Ltd</strong>. <a class="ticker-link" data-ticker="SHOO" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/SHOO" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/SHOO">SHOO</a>)</a> from $43 to $50. BTIG analyst Janine Stichter maintained a Buy rating. Steven Madden shares closed at $44.11 on Wednesday. <a href="https://www.benzinga.com/quote/SHOO/analyst-ratings">See how other analysts view this stock.</a></li>



<li>Telsey Advisory Group boosted the price target for <strong>Macy&#8217;s, Inc.</strong> <a class="ticker-link" data-ticker="M" data-exchange="NYSE" href="https://www.benzinga.com/quote/M" target="_blank" rel="noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/quote/M">M</a>)</a> from $22 to $25. Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating. Macy&#8217;s shares closed at $22.46 on Wednesday. <a href="https://www.benzinga.com/quote/M/analyst-ratings">See how other analysts view this stock.</a></li>



<li>B of A Securities increased <strong>ONE Gas, Inc</strong>. <a class="ticker-link" data-ticker="OGS" data-exchange="NYSE" href="https://www.benzinga.com/quote/OGS" target="_blank" rel="noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/quote/OGS">OGS</a>)</a> price target from $90 to $92. B of A Securities analyst Ross Fowler maintained a Buy rating. ONE Gas shares settled at $79.79 on Wednesday. <a href="https://www.benzinga.com/quote/OGS/analyst-ratings">See how other analysts view this stock</a>.</li>



<li>Guggenheim raised <strong>Dollar Tree, Inc</strong>. <a class="ticker-link" data-ticker="DLTR" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/DLTR" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/DLTR">DLTR</a>)</a> price target from $125 to $130. Guggenheim analyst John Heinbockel maintained a Buy rating. Dollar Tree shares closed at $112.92 on Wednesday. <a href="https://www.benzinga.com/quote/DLTR/analyst-ratings">See how other analysts view this stock.</a></li>



<li>HSBC slashed <strong>Li Auto Inc. </strong><a class="ticker-link" data-ticker="LI" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/LI" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/LI">LI</a>)</a> price target from $30.3 to $18.6. HSBC analyst Yuqian Ding downgraded the stock from Buy to Hold. Li Auto shares closed at $17.44 on Wednesday.  <a href="https://www.benzinga.com/quote/LI/analyst-ratings">See how other analysts view this stock</a>.</li>



<li>Citizens cut the price target for <strong>Salesforce, Inc.</strong> <a class="ticker-link" data-ticker="CRM" data-exchange="NYSE" href="https://www.benzinga.com/quote/CRM" target="_blank" rel="noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/quote/CRM">CRM</a>)</a> from $430 to $405. Citizens analyst Patrick Walravens maintained a Market Outperform rating. Salesforce shares settled at $238.72 on Wednesday. <a href="https://www.benzinga.com/quote/CRM/analyst-ratings">See how other analysts view this stock</a>.</li>



<li>Guggenheim raised <strong>Roku, Inc.</strong> <a class="ticker-link" data-ticker="ROKU" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/ROKU" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/ROKU">ROKU</a>)</a> price target from $110 to $115. Guggenheim analyst Michael Morris maintained a Buy rating. Roku shares closed at $92.98 on Wednesday. <a href="https://www.benzinga.com/quote/ROKU/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>



<p>Considering buying ROKU stock? Here&#8217;s what analysts think: </p>



<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/ROKU/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="600" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/04090039/image-3-42-1024x600.png" alt="" class="wp-image-1197444" style="width:613px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/04090039/image-3-42-1024x600.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/04090039/image-3-42-300x176.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/04090039/image-3-42-768x450.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/04090039/image-3-42.png 1122w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>



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Metadata

Author:

Avi Kapoor

Image URL:

https://cdn.benzinga.com/files/imagecache/1024x768xUP/images/story/2025/12/04/Roku.jpeg

Tickers:

CRM, DLTR, LI, M, MASI, MCHP, NCNO, OGS, ROKU, SHOO

Updated At:

December 04, 2025 at 10:02 AM

Benzinga Channels:

News, Price Target, Pre-Market Outlook, Trading Ideas

Benzinga Tags:

analysts forecasts, PT Changes

Teaser:

Benzinga Stocks:

CRM (NYSE), DLTR (NASDAQ), LI (NASDAQ), M (NYSE), MASI (NASDAQ), MCHP (NASDAQ), NCNO (NASDAQ), OGS (NYSE), ROKU (NASDAQ), SHOO (NASDAQ)

Benzinga Article ID:

49207354