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

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

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

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

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

By Rodrigo Campos

NEW YORK (Reuters) - Bank shares dragged Wall Street lower on Thursday on concerns the slowing global economy will continue to pressure interest rates, while energy shares helped pare losses late in the session.

Volume was high as the S&P 500 touched its lowest in two years at its session low but shaved half its loss by the close after the Wall Street Journal reported OPEC was ready to cooperate on crude oil production cuts, citing the UAE energy minister.

The energy sector of the S&P ended down 0.4 percent after earlier falling 3 percent.

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

After-Hours Stock Movers 02/10: (HUBS) (EXPE) (TSLA) Higher; (PPC) (MYL) (ZNGA) Lower (more...)

HubSpot (NYSE: HUBS) 13.3% HIGHER; reported Q4 EPS of ($0.12), $0.06 better than the analyst estimate of ($0.18). Revenue for the quarter came in at $53.1 million versus the consensus estimate of $50.34 million. GUIDANCE: HubSpot sees FY2016 EPS of ($0.78)-($0.66), versus the consensus of ($0.73). HubSpot sees FY2016 revenue of $248-251 million, versus the consensus of $241.0 million.

Expedia (NASDAQ: EXPE) 11.9% HIGHER; reported Q4 EPS of $0.77, $0.23 worse than the analyst estimate of $1.00. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.71... 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 disappoints investors as user growth hits wall

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

(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