Topeka Capital Downgrades Twitter, Inc. (TWTR) to Hold

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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) 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