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

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

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

Topeka Capital downgraded Twitter, Inc. (NYSE: TWTR) from Buy to Hold with a price target of $15.00 (from $35.00).

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 $14.98 yesterday.

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

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 Cut to $20 by SunTrust's Peck; 'Buy' Maintained

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

Pacific Crest Cuts Twitter (TWTR) to Sector Weight

Pacific Crest downgraded Twitter, Inc. (NYSE: TWTR) from Overweight to Sector Weight and removed its price target. Analyst Evan Wilson pointed out the end of the "hope trade."

"At the end of our new-leadership "hope trade," TWTR has set a new historical precedent in failing to inspire any... More

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

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

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

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

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

(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