Banks drag Wall Street lower as growth fears, rate outlook weigh

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

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

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'

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

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

Piper Jaffray Remains Sidelined on Expedia's (EXPE) Mixed 4Q Results

Piper Jaffray reiterated a Neutral rating and $130.00 price target on Expedia (NASDAQ: EXPE) following the company's 4Q earnings report. Expedia reported bookings of $14.95B vs. the Street at $15.2B on room night growth of 39%, driving revenue of $1.7B and EBITDA of $280M... More