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The Positives And Negatives From Twitter's Q1 Earnings Print
Wednesday, April 24, 2019 - 11:49am | 967Twitter Inc (NYSE: TWTR) reported first-quarter results highlighted by a top- and bottom-line beat while monthly active users (MAUs) exceeded expectations of 318 million at 330 million. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Nomura...
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KeyBanc Lifts Roku Price Target Amid Ongoing Momentum
Monday, April 1, 2019 - 11:08am | 384KeyBanc Capital Markets turned incrementally bullish on Roku Inc (NASDAQ: ROKU) after first-hand checks point towards an acceleration in growth. The Analyst KeyBanc's Evan Wingren maintains an Outperform rating on Roku with a price target lifted from $63 to $76. The Thesis KeyBanc's Key...
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The Early Reaction To Twitter's Q4 Earnings
Thursday, February 7, 2019 - 9:17am | 449Twitter Inc (NYSE: TWTR) reported fourth-quarter results which came in better than expected, but the stock fell more than 6 percent as investors appear to be concerned with management's guidance and expense warning. What Happened Twitter earned 31 cents per share in the fourth quarter on...
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Feinseth: Facebook Delivered A Blow To Skeptics And Critics
Thursday, January 31, 2019 - 12:49pm | 357Social media giant Facebook, Inc. (NASDAQ: FB) delivered a major blow to the skeptics and critics in its fourth-quarter results, according to Tigress Financial Partners' Ivan Feinseth. What Happened Facebook ended 2018 with full-year revenue growth of more than 30 percent despite many reports...
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Here's What Wall Street Thinks About Facebook's Big Earnings Beat
Thursday, January 31, 2019 - 11:04am | 927Facebook, Inc. (NASDAQ: FB) reported record profit in its fourth-quarter results while daily active user metrics grew in all geographic regions. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Bank Of America's Justin Post maintains a Buy...
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Guggenheim Is Bullish On Twitter Due To 'Snackability,' Neutral On Facebook
Thursday, December 6, 2018 - 11:34am | 599Investors who think Facebook, Inc. (NASDAQ: FB) and its 1.49 billion daily users is the superior investment idea over the smaller Twitter Inc (NYSE: TWTR) may want to reconsider, at least according to Guggenheim. Guggenheim's Michael Morris initiated coverage of Twitter with a Buy rating and a...
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Are Investors Overlooking Facebook's True Potential?
Thursday, November 1, 2018 - 4:06pm | 442Despite ongoing concerning headlines surrounding privacy, Facebook, Inc. (NASDAQ: FB) remains one of the most dominant companies in terms of mobile time spent, with a user base of more than 1 billion people. The Analyst BTIG's Rich Greenfield talked Facebook on "Bloomberg...
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Nomura Downgrades Facebook, Says Stock's Negatives Outweigh Positives
Thursday, July 26, 2018 - 11:49am | 379Facebook, Inc. (NASDAQ: FB)'s "underwhelming" second-quarter results prompted Nomura to downgrade the stock Thursday. The Analyst Nomura Instinet's Mark Kelley downgraded Facebook from Buy to Neutral with a price target lowered from $228 to $183. The Thesis Facebook...
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Facebook's Q2 Earnings: What To Expect
Wednesday, July 25, 2018 - 9:35am | 665Facebook, Inc. (NASDAQ: FB) is scheduled to report second-quarter results Wednesday afternoon, and some Wall Street analysts are turning incrementally bullish ahead of the print. The Analysts Deutsche Bank's Lloyd Walmsley maintained a Buy rating on Facebook with a price target...
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BTIG Raises Facebook Price Target By More Than 50%, Says Instagram Becoming 'Most Powerful, Valuable Mall In The World'
Thursday, July 5, 2018 - 9:20am | 403The case for upside in Facebook, Inc. (NASDAQ: FB)'s stock lies partially with consumers not caring about the platform's privacy scandal — and Instagram, which has performed like an "absolute monster," according to BTIG. The Analyst Analyst Richard Greenfield maintained...
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Morgan Stanley Turns Neutral On Roku After Stock's 25% Year-To-Date Decline
Tuesday, May 29, 2018 - 9:13am | 399With the stock down more than 25 percent since the turn of the year, the bearish case for Roku Inc (NASDAQ: ROKU) no longer applies, as the valuation no longer implies a "market overreaction," according to Morgan Stanley. The Analyst Morgan Stanley's Benjamin Swinburne upgraded Roku...
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Why YouTube Is Focused On Music Streaming
Friday, May 18, 2018 - 10:46am | 597Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG)'s push into the streaming music space with the announcement of a revamped YouTube Music offering could result in a notable uptick in user monetization, according to Morgan Stanley. The Analyst Morgan Stanley's Brian Nowak maintains an Overweight...
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The Snap Bull Vs. Bear Debate After The Q1 Print
Wednesday, May 2, 2018 - 10:43am | 630Should investors take advantage of the sell-off in Snap Inc (NYSE: SNAP) stock after the company's first-quarter print? That depends on which Wall Street analyst you ask. The Analysts Morgan Stanley's Brian Nowak maintains an Underweight rating on Snap's stock with...
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KeyBanc Isn't Ready To Turn Bullish On Twitter Despite 'Strong' Q1
Sunday, April 29, 2018 - 9:13am | 335Twitter Inc (NYSE: TWTR)'s first-quarter earnings report was "strong" and signals ongoing momentum in the company's turnaround. The case to be bullish on the stock has yet to be made, however, according to KeyBanc. The Analyst KeyBanc Capital Markets' Andy Hargreaves...
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KeyBanc Stays Bullish After Facebook's Q1 Print, Sees 'Opportunities To Drive Upside To Our Estimates'
Thursday, April 26, 2018 - 9:33am | 426Facebook, Inc. (NASDAQ: FB) reported a first-quarter EPS beat of $1.69 against a $1.35 estimate after the close Wednesday and a sales beat of $11.97 billion vs. an $11.41-billion estimate. Facebook reaffirmed its sales guidance while projecting that monthly and daily active users in Europe could be...