Roku's forecast for active account growth looks realistic despite growing competition from Google, Amazon and other companies coming for its top spot as a gatekeeper to streaming TV, Wolfe Research analysts say in a research note. Data supports the company's net add conversion cycle normalizing from lows in 1H, and Roku's shift into its own branded TVs should drive better active account penetration, the analysts say. They upgrade the stock to peer perform from underperform. Shares rise 4% to $61.92.