Twitter (TWTR) 'Watershed' Analyst Day Gets an A-, SunTrust's Peck Says
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Twitter (TWTR) Buy Rating Maintained at Goldman Sachs Following Analyst Day
November 13, 2014 8:47 AM ESTGoldman 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 ESTWunderlich 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) Analyst Day Positive, But No Change in Rating - Baird
November 13, 2014 7:01 AM ESTBaird 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 ESTRBC 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... MoreTwitter (TWTR) Analyst Day Provides Optimism - Janney Capital
November 13, 2014 6:53 AM ESTJanney 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 ESTMacquarie 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 ESTCowen 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 ESTTwitter 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... MoreTwitter (TWTR) to introduce 'instant timeline' feature - Analyst Day
November 12, 2014 12:18 PM ESTTwitter (NYSE: TWTR) to introduce 'instant timeline' feature - Analyst Day
... MoreTwitter (TWTR) Bid Higher Ahead of Today's Analyst Day
November 12, 2014 10:06 AM ESTTwitter (NYSE: TWTR) is up 1.2% ahead of today's analyst day, which starts at 9am PST (12pm EST). The event webcast is available from Twitters investor relations website at investor.twitterinc.com.
Ahead of the event, SunTrust Robinson Humphrey's Robert Peck re-released his Top 10 questions that need to be addressed:
1) Core MAUs. What is the detailed strategy to reinvigorate core MAU growth both in the near term and longer term?
2) Non-Logged In & Auto Feed MAUs. How can... More
