Twitter (TWTR) Bid Higher Ahead of Today's Analyst Day

Twitter (TWTR) Buy Rating Maintained at Goldman Sachs Following Analyst Day

November 13, 2014 8:47 AM EST

Goldman Sachs maintained a Buy rating on Twitter, Inc. (NYSE: TWTR) with a price target of $60. Comments follow its investor event yesterday.

Analyst Heath P. Terry said, "We attended Twitters 11/12 Analyst day, where management highlighted three main points of the companys strategy:... More

Twitter (TWTR) Analyst Day Lays Out Ambitious Goals - Wunderlich Securities

November 13, 2014 7:33 AM EST

Wunderlich Securities analyst Blake Harper reiterated a Hold rating and $45 price target on Twitter, Inc. (NYSE: TWTR) following the company's analyst day.

Harper commented, "Twitter, Inc. (TWTR) laid out several ambitious goals, or aspirations, at its Analyst Day yesterday to grow its... More

Twitter (TWTR) 'Watershed' Analyst Day Gets an A-, SunTrust's Peck Says

November 13, 2014 7:16 AM EST

SunTrust Robinson Humphrey analyst Robert Peck reiterated a Buy rating and $58 price target on Twitter, Inc. (NYSE: TWTR) following the company's analyst day.

Peck commented, "Twitter has come a long way since it's original conception and name of "STAT.US", holding its inaugural... More

Twitter (TWTR) Analyst Day Positive, But No Change in Rating - Baird

November 13, 2014 7:01 AM EST

Baird analyst Colin Sebastian reiterated a Neutral rating and $55 price target on Twitter, Inc. (NYSE: TWTR) following the company's first analyst day as a public company.

Sebastian commented, "As previewed, the company revealed several new metrics and provided clarity surrounding the pace of product innovation... More

Twitter (TWTR) Did What It Needed to Do, Now They Need to Execute - RBC Capital

November 13, 2014 6:57 AM EST

RBC Capital analyst Mark Mahaney weighed in on Twitter, Inc. (NYSE: TWTR) following the company's analyst day; maintaining an Sector Perform rating and price target of $47.

Mahaney commented, "TWTR management did what it needed to do @ its 1st Investor Day detailing their strategies for increasing User base & Engagement levels, improving monetization, and driving robust long-term revenues & profits. Now its a matter of execution."

The analysts key points:

Twitter Hosted Its 1st Investor Day This was a detailed deep-dive into TWTRs product, marketing, partnership, and monetization... More

Twitter (TWTR) Analyst Day Provides Optimism - Janney Capital

November 13, 2014 6:53 AM EST

Janney Capital analyst Tony Wible reiterated a Buy rating and $56 price target on Twitter, Inc. (NYSE: TWTR) following the company's Analyst Day.

Wible comments, "TWTR set some ambitious goals as it aims to have the largest DAU in world with over $14 billion of annual revenue and a 40% to 45% EBITDA margin. The path will rely on new products, better engagement of core users, higher ad load, and efforts to monetize the 500mm non-logged users that are exposed to TWTR each month. Although investors should still be somewhat skeptical, the details on new... More

Twitter (TWTR) Analyst Day 'Solid' But 'Unsurprising' - Macquarie

November 13, 2014 6:36 AM EST

Macquarie analyst Ben Schachter reiterated a Neutral rating and $52 price target on Twitter, Inc. (NYSE: TWTR) following the company's 2014 analyst day.

Schachter commented, "Overall, TWTR's analyst day was a solid, though unsurprising affair. As expected, TWTR talked about LT expectations and presented a... More

Twitter (TWTR) User Growth Remains Overhang to Management's Expansion Plans - Cowen

November 13, 2014 6:22 AM EST

Cowen and Company comments on Twitter (NYSE: TWTR) following the company's analyst day on Wednesday. The firm has Twitter at Market Perform with a price target of $42.

Analyst John Blackledge noted that following points from the event:

Revenues / Financial Overview: New Data Points, Intermediate/Long-Term Targets Introduced

Mgmt cited an intermediate term (5-8 years) revenue target based on key drivers. CFO Noto built out the assumptions as follows 1) current ad load (1.3%) potentially reaching 5% longer term and producing $5BN in revenue (assuming constant CPE); 2) Users (currently 284MM) reaching 560MM and driving an... More

Twitter (TWTR) Sees Growing Faster than IDC Forecast Rate; Doesn't Plan on Music-Streaming Service

November 12, 2014 12:42 PM EST

Twitter is holdings its first Analyst Day today. In part, the company made the following points:

The company plans to debut an 'instant timeline' featureThe company will explore additional apps beyond VineSees growing at or faster than the IDC forecast rateCEO Dick Costolo said more... More

Twitter (TWTR) to introduce 'instant timeline' feature - Analyst Day

November 12, 2014 12:18 PM EST

Twitter (NYSE: TWTR) to introduce 'instant timeline' feature - Analyst Day

... More

Twitter (TWTR) Middle-of-Pack vs. Peers Ahead of Analyst Day; User Engagement, Growth Still in Focus - Cowen

November 10, 2014 11:29 AM EST

Cowen and Company maintains Twitter (NYSE: TWTR) at Market Perform with a price target of $42 heading into the company's analyst day on November 12th.

Analyst John Blackledge cites data from a recent social media survey of 2,000 U.S. users over the age of 18 indicating that Twitter falls into the middle of the social media pack. The analyst offered the following commentary:

User Trends: Survey Suggests Slow Implied US Net Add Growth

The survey suggests TWTR will generate ~2MM US MAU net adds 18+ in the next 12 months, below our forecast of... More

Twitter (TWTR) on Watch Ahead of Wednesday's Analyst Day; Pivotal Research Comments

November 10, 2014 10:39 AM EST

Twitter, Inc. (NYSE: TWTR) is on watch ahead of its analyst day on Wednesday, November 12, 2014. During this event Twitter will share the company's vision, strategy, and financial overview, as well as our priorities and growth initiatives across key functional areas. Speakers will include Dick Costolo (CEO), Anthony Noto (CFO), and other members of our senior management team in product, advertising, engineering, and operations.

Commenting ahead of the event, analyst Brian Wieser of Pivotal Research said assessing the companys management will be a major area of focus.

"Assessing Twitter at this... More