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TWTR

Twitter

$30.80

-3.36 (-9.84%)

06:33
02/08/19
02/08
06:33
02/08/19
06:33

Twitter thesis unchanged despite higher spending, says JPMorgan

JPMorgan analyst Doug Anmuth lowered his price target for Twitter to $40 from $44 following the company's Q4 results and reiterates an Overweight rating on the name. Twitter's investments in long-term growth at the expense of near-term profit "make perfect sense," but are still a bit higher than expected and require "recalibration" for 2019, Anmuth tells investors in a post-earnings research note. He believes Q1 will be the low point on operating income growth and that the increased spending does not change the overall thesis on Twitter shares. The stock remains one of the analyst's top picks and is on his firm's Analyst Focus List.

  • 25

    Feb

TWTR Twitter
$30.80

-3.36 (-9.84%)

02/07/19
BARD
02/07/19
NO CHANGE
Target $33
BARD
Neutral
Twitter price target lowered to $33 from $35 at Baird
Baird analyst Colin Sebastian lowered his price target on Twitter to $33 and kept his Neutral rating, saying that while its Q4 results were strong, the slowdown in growth is a "yellow flag". The analyst adds that the MAUs were roughly in line, and the management noted that the decline in MAUs continues to relate to GDPR standards and product changes.
02/04/19
BARD
02/04/19
NO CHANGE
Target $35
BARD
Neutral
Twitter revenues could be at high end of guidance, says Baird
Baird analyst Colin Sebastian previewed Twitter's Q4 results and expects revenues to be at the high end of implied guidance. The analyst is also looking for international MAU declines to moderate and for an acceleration of monetization growth. He remains more constructive given clear product improvement, but he is looking for more carry-over to monetization. Sebastian has a Neutral rating and $35 price target on Twitter shares.
02/04/19
JPMS
02/04/19
NO CHANGE
Target $228
JPMS
Overweight
Activision, Sonos, Netflix offer best strategic fits for Apple, says JPMorgan
Despite Apple (AAPL) itself offering no comments on the subject or giving any indication to investors of its intentions, potential acquisition targets for the company have been widely discussed in press reports on a regular basis, JPMorgan analyst Samik Chatterjee tells investors in a research note. The speculation has included a wide range of industries, from automobile manufacturers, like Tesla (TSLA), to information platforms, like Twitter (TWTR), adds the analyst. He believes the speculation has likely in part been driven by the $130B of net cash on Apple's balance sheet. Chatterjee finds three industries to be of the most strategic value to Apple for potential deals: Video gaming, smart home speaker and video content. These areas provide potential growth opportunities to leverage Apple's services over a wider installed base, says the analyst. In video gaming, he sees Activision Blizzard (ATVI) as being the best strategic fit for Apple. In smart home speaker, Chatterjee believes Sonos (SONO) offers the best strategic of the names mentioned in the press. And in video content, the analyst views Netflix (NFLX) as the best strategic fit, although he "appreciates a combination is less likely as Netflix is unlikely to be a seller for a modest premium."
01/28/19
VERF
01/28/19
UPGRADE
VERF
Buy
Twitter upgraded to Buy from Hold at Vertical Group

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EPD

Enterprise Products

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0.18 (0.59%)

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FB

Facebook

$202.21

-1.66 (-0.81%)

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SHW

Sherwin-Williams

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-6.13 (-1.31%)

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GDX

VanEck Vectors Gold Miners ETF

$26.83

0.78 (2.99%)

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

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FB

Facebook

$202.58

-1.29 (-0.63%)

, TWTR

Twitter

$37.92

-0.08 (-0.21%)

13:16
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On The Fly
#SocialStocks: Facebook says app takeovers benefit users, Twitter tests hiding »

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FB

Facebook

$202.58

-1.29 (-0.63%)

TWTR

Twitter

$37.92

-0.08 (-0.21%)

SNAP

Snap

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$NYE

NYSE Market Internals

$0.00

(0.00%)

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SHSP

SharpSpring

$10.30

-1.7 (-14.17%)

13:15
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  • 12

    Sep

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Treasury Action: bill yields are dipping lower »

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SHSP

SharpSpring

$10.30

-1.7 (-14.17%)

13:13
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SharpSpring says added 290 new customers in Q2 »

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  • 12

    Sep

AMD

AMD

$33.94

0.12 (0.35%)

13:10
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Jelly roll in Advanced Micro Devices boosts options volume »

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  • 30

    Jul

NFLX

Netflix

$365.99

0.27 (0.07%)

, T

AT&T

$33.44

-0.13 (-0.39%)

13:07
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On The Fly
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NFLX

Netflix

$365.99

0.27 (0.07%)

T

AT&T

$33.44

-0.13 (-0.39%)

CMCSA

Comcast

$44.80

-0.3 (-0.67%)

AAPL

Apple

$204.94

0.54 (0.26%)

DIS

Disney

$143.01

-1.32 (-0.91%)

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CSX

CSX

$71.17

-8.4 (-10.56%)

, UNP

Union Pacific

$164.98

-10.12 (-5.78%)

13:01
07/17/19
07/17
13:01
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Downgrade
CSX, Union Pacific, Kansas City Southern, Norfolk Southern rating change at Cascend Securities »

Cascend downgrades four…

CSX

CSX

$71.17

-8.4 (-10.56%)

UNP

Union Pacific

$164.98

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KSU

Kansas City Southern

$117.42

-5.41 (-4.40%)

NSC

Norfolk Southern

$193.18

-13.35 (-6.46%)

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UPS

UPS

$103.54

-2.07 (-1.96%)

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  • 24

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VRAY

ViewRay

$9.31

0.16 (1.75%)

, VAR

Varian Medical

$134.22

-0.72 (-0.53%)

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VRAY

ViewRay

$9.31

0.16 (1.75%)

VAR

Varian Medical

$134.22

-0.72 (-0.53%)

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TTWO

Take-Two

$118.37

0.88 (0.75%)

12:43
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Earnings
Stephens, Cowen up Take-Two price targets ahead of Q1 results »

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SSRM

SSR Mining

$14.72

0.665 (4.73%)

12:25
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Options
SSR Mining call volume above normal and directionally bullish »

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12:25
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General news
Treasury Action: the downdraft in European rates has helped pulling Treasury yields lower »

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CAPR

Capricor Therapeutics

$6.39

0.48 (8.12%)

12:25
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Conference/Events
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  • 17

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IBM

IBM

$142.94

-0.6 (-0.42%)

12:24
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AMZN

Amazon.com

$1,999.39

-10.61 (-0.53%)

, QCOM

Qualcomm

$76.74

1.08 (1.43%)

12:23
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AMZN

Amazon.com

$1,999.39

-10.61 (-0.53%)

QCOM

Qualcomm

$76.74

1.08 (1.43%)

MSFT

Microsoft

$137.11

0.03 (0.02%)

T

AT&T

$33.47

-0.1 (-0.30%)

BAC

Bank of America

$29.47

0.475 (1.64%)

CSX

CSX

$71.11

-8.46 (-10.63%)

ABT

Abbott

$86.33

3.22 (3.87%)

SGEN

Seattle Genetics

$73.43

10.31 (16.33%)

INO

Inovio

$2.65

-0.35 (-11.67%)

NUS

Nu Skin

$37.95

-7.55 (-16.59%)

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KSU

Kansas City Southern

$118.05

-4.78 (-3.89%)

12:18
07/17/19
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Downgrade
Kansas City Southern rating change  »

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NSC

Norfolk Southern

$194.90

-11.63 (-5.63%)

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Norfolk Southern rating change  »

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