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

Twitter's (TWTR) 'Outperform' Rating Maintained at FBN; Price Target Trimmed to $25

February 11, 2016 11:26 AM EST

FBN Securities maintained an Outperform rating on Twitter, Inc. (NYSE: TWTR) but lowered its price target to $25.00 (from $45.00). The change follows disappointing Q4 results. Analyst Shebly Seyrafi thinks Twitter shares are attractive.

"Although the company met revenue consensus and beat EPS consensus (primarily due to a... More

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's (TWTR) Challenges Persist - Susquehana

February 11, 2016 8:42 AM EST

Susquehana analyst, Shyam Patil, is more cautious about Twitter (NYSE TWTR) as O&O ad growth is decelerating following quarters of weaker MAU metrics. The firm maintained a Neutral rating and cut its price target to $16 from $17.

Long-term fundamental concerns remain around the user growth trajectory and engagement. And we are starting to see O&O ad revenue growth decelerate meaningfully, which will only likely reverse if the company is able to grow its users, ratchet up ad load or increase pricing. Moreover, emerging competitive concerns, particularly from Instagram, give more reason to remain cautious.

Limited... More

Twitter (TWTR): Good Results, Weak Guidance - BMO

February 11, 2016 8:31 AM EST

BMO analyst, Daniel Salmon, maintained his Market Perform rating but cut his PT on Twitter (NYSE: TWTR) nearly in half to $18 from $32 as better than expected results were offset by weak guidance.

4Q15 revenue of $710.5 million beat the Streets $710.3 million. Non-GAAP EPS of $0.16 also beat the Streets $0.12. Total monthly active users (MAUs) excluding SMS fast... More

Twitter (TWTR): Higher Ad Loads Offsets Weak MAU - Baird

February 11, 2016 6:59 AM EST

Baird analyst, Colin Sebastian, maintained his Neutral rating and reduced his price target on Twitter, Inc. (NYSE: TWTR) to $18 (from $32) after the Q4 report. Despite hitting the high end of guidance, the monthly user metrics continue to deteriorate.

Twitter reported Q4 revenues of $710M (+53% ex-FX) at the high end of the guidance range, driven by... More

Twitter (TWTR) PT Lowered to $15 at Mizuho Securities Post Q4

February 11, 2016 6:42 AM EST

Mizuho Securities analyst Neil Doshi reiterated a Neutral rating and lowered his price target on Twitter, Inc. (NYSE: TWTR) to $15.00 (from $21.00) following fourth quarter results after the close.

Doshi commented, "Can 2016 be a year of redemption for Twitter? While sentiment is very... 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

Twitter (TWTR) Sees Strong Reversal Off After-Hours Lows

February 10, 2016 4:52 PM EST

Twitter (NYSE: TWTR) is nearing the flat-line after sinking as much as 14% following its mixed results and weak MAUs.

... More

Twitter disappoints investors as user growth hits wall

February 10, 2016 4:34 PM EST

By Lehar Maan and Yasmeen Abutaleb

(Reuters) - Twitter Inc (NYSE: TWTR) reported its first quarter with no growth in users since it went public, stoking fresh concerns on how long it will take for the company to reverse the trend.

The stalled growth in the average number of active monthly users came despite a series of changes to make Twitter easier and more engaging.

While the company said it is taking additional steps - including launching changes to the timeline of tweets earlier Wednesday - it told investors not to expect... More

Twitter (TWTR) Tops Q4 EPS by 4c; MAUs Miss

February 10, 2016 4:24 PM EST

(Updated - February 10, 2016 4:31 PM EST)

Twitter (NYSE: TWTR) reported Q4 EPS of $0.16, $0.04 better than the analyst estimate of $0.12. Revenue for the quarter came in at $710 million versus the consensus estimate of $709.94 million.

MAUs 320 million, up 9% year-over-year, compared to 320 million in the... More