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TWTR

Twitter

$30.80

-3.36 (-9.84%)

08:48
02/08/19
02/08
08:48
02/08/19
08:48

MKM Partners sees no change to Twitter's improving fundamentals

MKM Partners analyst Rob Sanderson kept his Buy rating and $43 price target on Twitter after its Q4 results. The analyst says that while earnings and revenues produced "meaningful upside", the decline in Twitter stock price was driven by the "disappointing DAU disclosure and expense guidance." Sanderson further contends that while the quarter marks a reset in expectations, he sees "no change to strong and improving underlying fundamentals at Twitter".

  • 25

    Feb

TWTR Twitter
$30.80

-3.36 (-9.84%)

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."
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.
02/07/19
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.
02/08/19
JPMS
02/08/19
NO CHANGE
Target $40
JPMS
Overweight
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.

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TORC

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$10.42

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SUPV

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$8.12

0.13 (1.63%)

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CAMP

CalAmp

$10.82

-0.46 (-4.08%)

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CASY

Casey's General Stores

$160.43

0.08 (0.05%)

04:55
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OPNT

Opiant Pharmaceuticals

$13.24

-0.25 (-1.85%)

04:55
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ACAD

Acadia

$25.56

-0.72 (-2.74%)

, BIIB

Biogen

$229.39

-2.17 (-0.94%)

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Acadia

$25.56

-0.72 (-2.74%)

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Biogen

$229.39

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CRL

Charles River

$135.30

0.08 (0.06%)

DGX

Quest Diagnostics

$100.18

-1.28 (-1.26%)

ESALY

Eisai

$0.00

(0.00%)

PKI

PerkinElmer

$95.10

-0.24 (-0.25%)

RHHBY

Roche

$0.00

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MRK

Merck

$81.93

0.36 (0.44%)

NSTG

NanoString

$30.44

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PRAH

PRA Health

$98.05

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QTRX

Quanterix

$31.45

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SYNH

Syneos Health

$47.64

-1.07 (-2.20%)

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  • 23

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CGC

Canopy Growth

$36.57

1.015 (2.85%)

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$0.00

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GME

GameStop

$4.39

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EA

Electronic Arts

$89.72

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ATVI

Activision Blizzard

$46.69

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GLMD

Galmed

$6.30

-0.2 (-3.08%)

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CymaBay

$6.39

-0.15 (-2.29%)

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$6.30

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$6.39

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DOVA

Dova Pharmaceuticals

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