Twitter disappoints investors as user growth hits wall

Go back to Twitter disappoints investors as user growth hits wall

Twitter (TWTR): Improving Mix and Traffic (Outside of MAUs) - Evercore ISI; PT Down to $17

February 11, 2016 9:27 AM EST

Evercore ISI analyst, Ken Sena, verbally sounds like a bull on Twitter, Inc. (NYSE: TWTR) but keeps his Hold rating and reduces his price target to $17 from $19 on softening user trends, increasing competition and a rich valuation. Twitter needs to fix the product before it can fix the financials and perhaps this is the reason for the inconsistency.

MAUs offered a 2mm sequential decline to 305mm (excluding SMS Fast Followers) and guided revenues for 1Q15 were beneath expectations by 7% with limited... More

Twitter (TWTR) PT Lowered to $35 at Jefferies; Maintains 'Buy'

February 11, 2016 9:15 AM EST

Jefferies US Internet Team reiterated a Buy rating but lowered its price target on Twitter, Inc. (NYSE: TWTR) to $35.00 (from $42.00) following results.

The team commented, "MAUs declined sequentially, though through Jan the trend has reversed. Through marketing initiatives and product changes, MAU growth... More

Twitter (TWTR) PT Cut to $20 by SunTrust's Peck; 'Buy' Maintained

February 11, 2016 6:49 AM EST

SunTrust Robinson Humphrey analyst Robert Peck cut his price target on Twitter, Inc. (NYSE: TWTR) to $20.00 (from $26.00) but maintained a Buy rating following fourth quarter results.

Peck commented, "With highly suppressed expectations, Twitter reported an inline-ish quarter and mixed 1Q guidance. However, most... More

Twitter (TWTR) PT Lowered to $23 at RBC Capital

February 11, 2016 6:40 AM EST

RBC Capital analyst Mark Mahaney reiterated a Sector Perform rating and cut his price target on Twitter, Inc. (NYSE: TWTR) to $23.00 (from $34.00) following Q4 results. Organic revenue growth is clearly decelerating and all-important User metrics are showing NO growth.

"We remain cautious, though current aggressive... More