Twitter (TWTR) Risk Skewed to the Downside Amid Rumor-Fueled Surge - SunTrust's Peck

Analyst That Covers Both Disney (DIS) and Twitter (TWTR) Warns Disney NOT to Do It

September 27, 2016 8:17 AM EDT

Nomura analyst Anthony DiClemente weighed in on reports yesterday that Disney (NYSE: DIS) is evaluating a bid for Twitter (NYSE: TWTR). He said he does not think a combo of the two "is likely to provide enough meaningful industrial or strategic logic to offset what promises to be a very high price tag for Disney and its shareholders."

DiClemente said while some might view the acquisition as forward-thinking, given 1) possible benefits to owning a scaled digital audience to which Disney might distribute its IP/content; 2) advantages to... More

Microsoft (MSFT) Seen as Possible Twitter (TWTR) Bidder - CNBC

September 26, 2016 3:39 PM EDT

(Updated - September 26, 2016 3:46 PM EDT)

Microsoft (NASDAQ: MSFT) is seen as a possible bidder for rumored takeover target Twitter (NYSE: TWTR), according to CNBC. Previously rumored potential acquirers included salesforce.com (NYSE:... More

Disney (DIS) Buying Twitter (TWTR) 'Makes no Sense' - Analyst

September 26, 2016 2:53 PM EDT

Albert Fried's Richard Tullo said today that Disney (NYSE: DIS)... More

Twitter (TWTR) options active on Disney (DIS) working with advisors on potential bid, Bloomberg reports

September 26, 2016 2:03 PM EDT

Twitter (NYSE: TWTR) September weekly calls and puts are active on total call volume of 126K contracts (78K puts) on Disney (DIS) working with advisors on potential bid, reports Bloomberg. September weekly call option implied volatility is at 91, October is at 67, November is... More

salesforce.com (CRM) Ticks Higher on Reports Disney Looking at Twitter

September 26, 2016 1:51 PM EDT

salesforce.com (NYSE: CRM) ticks higher on reports from Bloomberg, Disney (NYSE: DIS) is working on a potential Twitter (NYSE: TWTR) bid.

... More

Disney (DIS) Working with Adviser on Potential Twitter (TWTR) Bid - Bloomberg

September 26, 2016 1:48 PM EDT

(Updated - September 26, 2016 1:54 PM EDT)

Disney (NYSE: DIS) is working with a financial adviser to evaluate a possible bid for Twitter (NYSE: TWTR), according to Bloomberg, citing people familiar with the matter. The report said Twitter started... More

Standpoint Research Downgrades Twitter, Inc. (TWTR) to Reduce

September 26, 2016 10:49 AM EDT

Standpoint Research downgraded Twitter, Inc. (NYSE: TWTR) from Buy to Reduce.

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 $22.62 yesterday.

... More

Global Equities Cautious on Twitter (TWTR) Amid Sale Speculation

September 26, 2016 10:00 AM EDT

Global Equities is out with some analysis on Twitter (NYSE: TWTR) following speculation of a bid for the company.

Analyst Trip Chowdhry offered the following on Monday:

Industry is reaching the tail-end of Social Media Boom...this is as good as it gets including that for FB (Facebook)It is very likely that the Startup bubble will burst around March-April 2017 time frame; and that will depress the Social Media company valuations - including that of... More

salesforce.com (CRM): Twitter Deal Would Be "Costly And Risky"- Nomura

September 26, 2016 7:31 AM EDT

Nomura Securities analyst, Frederick Grieb, reiterated his Buy rating on shares of salesforce.com (NYSE: CRM) after David Faber reported that Twitter (NASDAQ: TWTR) had received take-over interest from a number of companies including Salesforce.

The... More

Twitter (TWTR) Cut to 'Underperform' at Oppenheimer Following Recent Surge; Analyst Values Stock at $17/Share

September 26, 2016 7:22 AM EDT

(Updated - September 26, 2016 9:23 AM EDT)

Oppenheimer cut Twitter (NYSE: TWTR) from Perform to Underperform after shares surged amid reports Friday that it's nearing a sale. Analyst Jason Helfstein highlighted slowing user growth, decreasing user engagement and other issues facing the company, and he doesn't expect an acquirer to pay more than valuation implied by his $17 price target.

"Based on slowing user growth, poor product implementation/ execution, decreasing user... More

salesforce.com (CRM) Takeover of Twitter (TWTR) 'Extremely Risky' - Evercore ISI

September 23, 2016 3:45 PM EDT

Everecore ISI is out cautious on salesforce.com (NYSE: CRM) amid today's rumor it is interested in buying Twitter (NYSE: TWTR). Analyst Kirk Materne said this is a 'bridge too far' for the company and the company... More

Rumored Forever, Twitter (TWTR) May Have Finally Put the 'For Sale' Sign Up

September 23, 2016 1:31 PM EDT

If you're not living under a rock, you've heard the news that Twitter's (NYSE: TWTR) board may have finally gotten the memo that it can't go it alone and it's time to sell itself. Shares of the social media provider are up 18.4% today following the news break from CNBC's David Faber this morning. Faber said suitors are believed to... More

Twitter (TWTR) Looking for at least $30B in Sale - Re/Code (~$43/Share)

September 23, 2016 12:38 PM EDT

Twitter (NYSE: TWTR) looking for at least $30 billion in sale, Re/Code reports. This would equate to about $43/share.

... More

Twitter (TWTR) working with Goldman Sachs on sale - FT

September 23, 2016 12:31 PM EDT

Twitter (NYSE: TWTR) working with Goldman Sachs on sale, the FT reports.

... More

Twitter (TWTR) said working with Goldman Sachs (GS) to explore options - FT

September 23, 2016 12:31 PM EDT

Twitter (NYSE: TWTR) said working with Goldman Sachs (NYSE: GS) to explore options, according to the Financial Times

... More

salesforce.com (CRM) Considers Twitter (TWTR) Takeover, Process in Early Stage - DJ

September 23, 2016 11:12 AM EDT

(Updated)

salesforce.com (NYSE: CRM) has considered a takeover of Twitter (NYSE: TWTR), according to Dow Jones. The Dow Jones report stated that the process is in an early stage and that it is unclear who else is eyeing the company.

... More

Stocks with call strike movement; FCX TWTR

September 23, 2016 10:29 AM EDT

RT Options Scanner shows: Freeport-McMoran (NYSE: FCX) February 13 call option implied volatility increased 2% to 54, Twitter (NYSE: TWTR) December 25 call option implied volatility increased 2% to 54.

... More

salesforce.com (CRM) Says 'No Comment' on Twitter (TWTR) Rumors

September 23, 2016 10:24 AM EDT

salesforce.com (NYSE: CRM) offered no comment on rumors today it could buy Twitter (NYSE: TWTR).

"We don't comment on rumors," Chi Hea Cho, VP Corporate Communications at salesforce, told StreetInsider in an e-mail after CNBC's... More

Options with increasing volume

September 23, 2016 10:21 AM EDT

Options with increasing volume: ACWI MIFI OSK IMPV FINL TM WDC FIZZ MPEL TWTR ASH AVG JASO

... More

salesforce.com (CRM) Under Heavy Pressure on Reports It May Bid for Twitter

September 23, 2016 9:51 AM EDT

salesforce.com (NYSE: CRM) is down sharply on heavy volume on chatter it may be involved in the Twitter (NYSE: TWTR) bidding. The stock is down 4.3% on volume that is running 5x the norm.

... More

salesforce.com (CRM) Exec Lauds Twitter (TWTR) Amid Rumors

September 23, 2016 9:51 AM EDT

salesforce.com (NYSE: CRM) Chief Digital Evangelist Vala Afshar lauded Twitter (NYSE: TWTR) today amid chatter of a potential takeover offer. The executive noted the following positive about Twitter:

personal learning networkthe best realtime, context rich... More

Twitter (TWTR) Moves Closer to a Sale - CNBC

September 23, 2016 9:02 AM EDT

(Updated - September 23, 2016 9:05 AM EDT)

Twitter (NASDAQ: TWTR) is moving closer to sale, and has received expressions of interest, CNBC's David Faber reports. However, he said no sale is imminent.

Twitter suitors are believed to include Salesforce (NYSE:... More

Twitter (TWTR) said moving closer to sale - CNBC

September 23, 2016 9:02 AM EDT

Twitter (NYSE: TWTR) said moving closer to sale, according to CNBC. Suitors may include salesforce.com (NYSE: CRM) and Google.

CNBC's David Faber said a deal isn't imminent, but could happen by the end... More