Twitter (TWTR) Tops Q1 EPS by 3c, Cuts Guidance; Will Acquire TellApart

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Twitter's (TWTR) TellApart Deal was Costly, SunTrust's Peck Says

April 30, 2015 7:54 AM EDT

SunTrust Robinson Humphrey analyst Robert Peck again cut his price target on Twitter, Inc. (NYSE: TWTR) after the disclosure of the TellApart deal size.

The firm's price target goes to $44.00 (from $45.00) with the Neutral rating maintained as the company's disclosure suggests the TellPart deal cost ~$550 million.

Peck commented, "The deal is... More

Twitter (TWTR) Can't Find Bottom

April 29, 2015 3:17 PM EDT

Twitter (NYSE: TWTR) was unable to find a bottom Wednesday and continued lower throughout the trading session. A quarter-way into the final hour of trading, shares were down 9.5%, adding to yesterday's massive post-earnings loss.

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Twitter (TWTR) PT Cut to $52 at Canaccord Genuity; Bullish Thesis Still Intact

April 29, 2015 9:40 AM EDT

Canaccord Genuity analyst Michael Graham lowered his price target on Twitter, Inc. (NYSE: TWTR) to $52.00 (from $56.00) following mixed Q1 results but maintained a Buy rating saying the thesis is still intact.

Graham commented, "Twitter reported mixed results, with revenue missing the midpoint of guidance and the full outlook being lowered slightly. While there were a few disappointments, we are... More

Rosenblatt Downgrades Twitter, Inc. (TWTR) to Neutral

April 29, 2015 9:20 AM EDT

Rosenblatt downgraded Twitter, Inc. (NYSE: TWTR) from Buy to Neutral.

For an analyst ratings summary and ratings history on Twitter, Inc. click here. For more ratings news on Twitter, Inc. click here.

Shares of Twitter, Inc. closed at $42.27 yesterday.

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Twitter (TWTR) Price Target Trimmed to Pacific Crest, Analyst Continues to See Catalysts

April 29, 2015 9:19 AM EDT

Pacific Crest maintained an Outperform rating on Twitter, Inc. (NYSE: TWTR) but lowered its price target to $52.00 (from $63.00). Analyst Evan Wilson said Twitter is a story for the faint of heart, but in his view the stock has "too many catalysts to... More

Twitter (TWTR) Could Re-Test Sub-$40 Level, Add to Positions - Deutsche Bank

April 29, 2015 9:02 AM EDT

Deutsche Bank maintained its Buy rating on Twitter, Inc. (NYSE: TWTR) but lowered its price target to $60.00 (from $65.00). The stock was slammed Tuesday after the company reported disappointing Q1 results and guidance. In the view of analyst Ross Sandler, Twitter's long-term story is intact and investors should add... More

Twitter (TWTR) PT Cut to $39 at Nomura Securities; Deceleration in User Growth and Monetization

April 29, 2015 8:46 AM EDT

Nomura Securities analyst Anthony DiClemente reiterated a Neutral rating and slashed his price target on Twitter, Inc. (NYSE: TWTR) to $39.00 (from $48.00) as new guidance implies deceleration in both user growth and monetization pace.

DiClemente commented, "Though Twitters 1Q monthly active users... More

Twitter (TWTR) Numbers Cut at Evercore ISI on Reduced Visibility; PT to $49

April 29, 2015 8:00 AM EDT

Evercore ISI analyst Ken Sena lowered his price target on Twitter, Inc. (NYSE: TWTR) to $49.00 (from $58.00) following results but maintained a Buy rating.

Sena commented, "Despite offering in-line MAUs (302m, or 308m including SMS accounts), ad revenues missed significantly, coming in about 10% below Street at $388m (72% y/y) with FY total revenue guidance (incl. Data Licensing) reduced 5% at the midpoint despite the second half contribution of the... More

Twitter (TWTR) Earnings Leak 'Added Fuel to the Fire', Sterne Agee CRT Says

April 29, 2015 7:54 AM EDT

Sterne Agee CRT analyst Arvind Bhatiar reiterated a Neutral rating and lowered estimates on Twitter, Inc. (NYSE: TWTR) following mixed results and slower user growth.

Bhatiar commented, "1Q revenue came in below expectations (EBITDA was above). Average monthly active users... More

Twitter (TWTR) Still in Early Innings Despite Setback, Brean Capital Says; PT Trimmed to $55

April 29, 2015 7:50 AM EDT

Brean Capital analyst Sarah Hindlian cut her price target on Twitter, Inc. (NYSE: TWTR) to $55.00 (from $61.00) but maintained a Buy rating.

Hindlian commented, "Twitter reported a weaker (leaked on none other than...Twitter) Q115 quarter and outlook. Although we noted that Twitter... More

Twitter (TWTR) PT Cut to $40 at Wunderlich Securities

April 29, 2015 7:47 AM EDT

Wunderlich Securities analyst Blake Harper reiterated a Hold rating and cut his price target on Twitter, Inc. (NYSE: TWTR) to $40.00 (from $50.00) following Q1 results.

"Twitter, Inc. (TWTR) reported 1Q15 revenues 4% below and adjusted EBITDA 8% above consensus estimates, with revenues affected by weaker-than-expected... More

Barclays Downgrades Twitter, Inc. (TWTR) to Equalweight

April 29, 2015 7:28 AM EDT

Barclays downgraded Twitter, Inc. (NYSE: TWTR) from Overweight to Equalweight with a price target of $44.00 (from $60.00).

For an analyst ratings summary and ratings history on Twitter, Inc. click here. For more ratings news on Twitter, Inc. click here.

Shares of Twitter, Inc. closed at $42.27 yesterday.

... More

Lack of Short-Term Visibility at Twitter (TWTR) But Long-Term Intact, Cantor Fitzgerald Says; PT to $50

April 29, 2015 7:28 AM EDT

Cantor Fitzgerald analyst Youssef Squali lowered his price target on Twitter, Inc. (NYSE: TWTR) to $50.00 (from $62.00) following mixed Q1 results and lack of short-term visibility but maintained a Buy rating as the long-term thesis remains.

Squali commented, "In a premature release of 1Q:15 results yesterday,... More

Twitter (TWTR) User Growth and Monetization 'Murky', Wedbush Says; PT Cut to $40

April 29, 2015 7:24 AM EDT

Wedbush analyst Shyam Patil reiterated a Neutral rating and cut its price target on Twitter, Inc. (NYSE: TWTR) to $40.00 (from $50.00) following results saying the outlook remains murky for user growth and monetization.

Patil commented, "We are maintaining our NEUTRAL and lowering our target... More

Twitter (TWTR) 'Back in Penalty Box', Baird Says

April 29, 2015 7:21 AM EDT

Baird analyst Colin Sebastian reiterated a Neutral rating and cu this price target on Twitter, Inc. (NYSE: TWTR) to $45.00 (from $55.00) following an unexpected slowdown in monetization, cloudy user growth put shares back in penalty box.

Sebastian commented, "Twitter reported Q1... More

Twitter (TWTR) PT Cut to $45 by SunTrust's Peck

April 29, 2015 7:18 AM EDT

SunTrust Robinson Humphrey Twitter, Inc. (NYSE: TWTR) analyst Robert Peck, who downgraded the stock a few short days ago, reiterated his Neutral rating and cut his price target to $45.00 (from $50.00).

Pecks Points. 1) Twitter reported a difficult quarter missing on core Ad revenues and... More

Twitter (TWTR) PT Cut to $60 at Jefferies; 'Buy' Maintained

April 29, 2015 6:59 AM EDT

Jefferies US Internet Team cut estimates and its price target on Twitter, Inc. (NYSE: TWTR) to $60.00 (from $65.00) following Q1 results but maintained a Buy rating.

The team commented, "MAU numbers show solid growth, but top-line missed on lower than expected revenue from newer... More

Pivotal Research Upgrades Twitter (TWTR) to Buy

April 29, 2015 6:39 AM EDT

Pivotal Research upgraded Twitter, Inc. (NYSE: TWTR) from Hold to Buy with a price target of $50.00 (from $54.00). Shares declined sharply following the release of the company's Q1 results and guidance. Despite weakness, analyst Brian Wieser said his long term view was mostly unchanged.

"Twitter reported 1Q15 earnings substantially below guidance,... More

Janney Capital Downgrades Twitter, Inc. (TWTR) to Neutral

April 29, 2015 6:24 AM EDT

Janney Capital downgraded Twitter, Inc. (NYSE: TWTR) from Buy to Neutral with a price target of $44.00 (from $53.00) following Q1 results.

Analyst Tony Wible commented, "We are downgrading TWTR to Neutral on the heels of a disappointing 1Q that marked the first sequential... More

Twitter (TWTR) PT Cut to $42 at BMO Capital Post Q1

April 29, 2015 6:22 AM EDT

BMO Capital analyst Daniel Salmon reiterated a Market Perform rating and lowered his price target on Twitter, Inc. (NYSE: TWTR) to $42.00 (from $47.00) following Q1 results.

1Q15 revenue of $436mm was below the firm's $446mm estimate and the Streets $456mm. Revenue from new direct response (DR) ad products was lower-than-forecasted. Non-GAAP EPS of $0.07 was ahead of the firm's and... More

Twitter (TWTR) Estimates, PT Cut to $47 at RBC Capital

April 29, 2015 6:19 AM EDT

RBC Capital analyst Mark Mahaney reiterated a Sector Perform rating and lowered his price target on Twitter, Inc. (NYSE: TWTR) to $47.00 (from $54.00) following Q1 miss and in-line user metrics.

Mahaney cited three keys to the quarter:

1) Significant Revenue Growth... More

Twitter (TWTR) CEO says MAU adds off to a slow start in April

April 28, 2015 5:36 PM EDT

On the call, Twitter (NYSE: TWTR) CEO says MAU adds off to a slow start in April

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Twitter (TWTR) Resumes Trading; Shares Plunge 20%

April 28, 2015 3:48 PM EDT

Twitter (NYSE: TWTR) resumes trading and is down 20% after official numbers released. Shares were down 5.8% when halted following the earnings leak.

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Twitter (TWTR) numbers out and looks in-line with leak. Also cutting forecast.

April 28, 2015 3:36 PM EDT

Twitter (NYSE: TWTR) numbers out and looks in-line with leak. Also cutting forecast.

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Twitter (TWTR) halted with news pending

April 28, 2015 3:27 PM EDT

Twitter (NYSE: TWTR) halted with news pending.

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Twitter (TWTR) Shares Hit Session Lows, Chatter About Earnings

April 28, 2015 3:10 PM EDT

(Updated - April 28, 2015 3:14 PM EDT)

Twitter (NYSE: TWTR) shares hit session lows amid chatter about an earning leak. Selerity is the source of the rumor. EPS is said to be $0.07 vs $0.04 expected. Revenue was said to be $436 million versus the consensus of... More