Twitter (TWTR) Reports In-Line Q3 EPS

Go back to Twitter (TWTR) Reports In-Line Q3 EPS

Buy Twitter (TWTR) on Overreaction, Says FBN

October 28, 2014 9:32 AM EDT

FBN Securities maintained an Outperform rating on Twitter, Inc. (NYSE: TWTR) price target of $60. Analyst Shebly Seyrafi thinks the stock's decline following Q3 results is an overreaction, as Twitter is being conservative with its monetization guidance.

"The stock is looking to exhibit weakness today due to... More

UPDATE: Stifel Downgrades Twitter (TWTR) to Sell; Analyst Sees Risk vs Long-Term Estimates

October 28, 2014 7:52 AM EDT

(Updated - October 28, 2014 8:42 AM EDT)

Stifel downgraded Twitter, Inc. (NYSE: TWTR) from Hold to Sell. The change follows disappointing Q3 results. Analyst Scott W. Devitt thinks there is risk Twitter fails to meet "lofty" long-term estimates.

"Twitter reported another beat and raise quarter but paired it with another quarter of sluggish user growth and declining engagement metrics. We believe the often made comparison to Facebook is... More

Pivotal Research Upgrades Twitter, Inc. (TWTR) to Hold

October 28, 2014 7:34 AM EDT

Pivotal Research upgraded Twitter, Inc. (NYSE: TWTR) from Sell to Hold with a price target of $42.00 (from $38.00).

Analyst Brian Wieser said, "Valuing Twitter is subjective given the companys early stage of development. A view on its fair value depends on long-term expectations and... More

Twitter (TWTR) Bullish Stance Maintained at Deutsche Bank Post Q3

October 28, 2014 7:30 AM EDT

Deutsche Bank analyst Ross Sandler reiterated his Buy rating and $60 price target on Twitter, Inc. (NYSE: TWTR) following Q3 results.

Sandler commented, "Twitter reported a beat/raise for 3Q14, and the company guided 4Q above consensus but also below heightened... More

Goldman Sachs Maintains Bullish View on Twitter (TWTR) Post Q3; PT Trimmed to $60

October 28, 2014 7:28 AM EDT

Goldman Sachs analyst Heath Terry trimmed his price target on Twitter, Inc. (NYSE: TWTR) to $60.00 (from $63.00) following Q3 results but maintained a Buy rating.

"We continue to believe we are in the early stages of a very long growth cycle for Twitter... More

Nomura Securities Downgrades Twitter (TWTR) to Neutral

October 28, 2014 7:05 AM EDT

Nomura Securities downgraded Twitter, Inc. (NYSE: TWTR) from Buy to Neutral with a price target of $45.00 (from $55.00).

Analyst Anthony DiClemente said, "Twitter modestly missed our 3Q user growth and engagement metrics; while the 4Q outlook came in higher than our existing model,... More

Twitter (TWTR) PT Cut to $55 at Evercore Partners; 'Buy' Maintained

October 28, 2014 6:57 AM EDT

Evercore Partners analyst Ken Sena lowered his price target on Twitter, Inc. (NYSE: TWTR) to $55.00 (from $65.00) following Q3 results but maintained a Buy rating. The firm is taking a more conservative view of 2015.

"While MAUs (users) were inline and the quarters financial... More

Twitter (TWTR) PT Trimmed to $56 at Janney Capital Post Q3; 'Buy' Maintained

October 28, 2014 6:54 AM EDT

Janney Capital analyst Tony Wible trimmed his price target on Twitter, Inc. (NYSE: TWTR) to $56.00 (from $60.00) but maintained a Buy rating following Q3 results.

Wible comments, "TWTR's in-line results are overshadowed by higher expectations and a deceleration in key metrics. However, any... More

Twitter (TWTR) Results Neutral Overall, Negative Versus Expectations - BMO Capital; PT Cut to $46

October 28, 2014 6:51 AM EDT

BMO Capital analyst Daniel Salmon reiterated an Market Perform rating on Twitter, Inc. (NYSE: TWTR) while lowering his price target to $46.00 (from $48.00). He called the results neutral overall, but negative versus expectations.

He commented, "Our focus remains on monetization of extended audiences. On the first group non-logged-in users we felt management was clearer on how these users could monetize at a similar rate to logged-in... More

Twitter (TWTR) PT Trimmed to $46 at Susquehanna

October 28, 2014 6:36 AM EDT

Susquehanna analyst Brian Nowak reiterated a Neutral rating and trimmed his price target on Twitter, Inc. (NYSE: TWTR) to $46.00 (from $47.00) following Q3 results.

"Slowing ad growth and light monthly active users leave us on sidelines," he said.

The firm reduces 2014 revenue by 2% and... More

BofA/Merrill Lynch Downgrades Twitter, Inc. (TWTR) to Neutral

October 28, 2014 6:34 AM EDT

BofA/Merrill Lynch downgraded Twitter, Inc. (NYSE: TWTR) from Buy to Neutral with a price target of $50.00 (from $60.00) following solid Q3 results but expectations were likely higher. They said Q4 guidance will be the controversy for the stock with ad growth... More

RBC Capital Downgrades Twitter (TWTR) to Sector Perform

October 28, 2014 6:17 AM EDT

RBC Capital downgraded Twitter, Inc. (NYSE: TWTR) from Outperform to Sector Perform with a price target of $47.00 (from $65.00) following Q3 results.

"TWTR reported stronger than expected Q3 P&L results, but User/Usage metric improvements appear to have stalled and Q4 guidance raises red flags. Downgrade to Sector Perform with $47 price target," analyst Mark Mahaney said.

Commenting on why the downgrade, Mahaney said: "

Our POV has been that in order for TWTR to... More