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TWTR

Twitter

$39.95

5.56 (16.17%)

13:44
04/23/19
04/23
13:44
04/23/19
13:44

RBC 'more constructive' on Twitter post results, boosts price target to $38

In a post-earnings research note titled "More DAUs Per Day Keeps The Bears Away," RBC Capital analyst Mark Mahaney raised his price target on Twitter to $38 from $34 but kept a Sector Perform rating on the shares. Twitter is up 16%, or $5.60, to $39.97 in afternoon trading after reporting Q1 results earlier today. The company's revenue and operating income "handily beat" expectations, with "robust" 20% year-over-year advertising revenue growth excluding currency, Mahaney writes in a note to investors. Further, Twitter's daily active users, or DAUs, were up a recent record 8M quarter-over-quarter, which is a "key" positive, says the analyst. Mahaney is "more constructive" on the shares, saying the company "continues to execute significantly better" and is at a "potential inflection point." In order to get even more constructive, however, the analyst wants to see an "easier valuation" or continued evidence that health improvements or new growth initiatives will help sustain or accelerate Twitter's current revenue and user growth rates.

  • 23

    Apr

  • 20

    May

TWTR Twitter
$39.95

5.56 (16.17%)

04/22/19
JEFF
04/22/19
NO CHANGE
JEFF
Jefferies still prefers Facebook in social, calls Twitter 'reasonably valued'
Social stocks have outperformed year-to-date, up ~55% versus the Nasdaq's rally of 20%, with Snap (SNAP) being the top performer up 120% after lagging the group in 2018, Jefferies analyst Brent Thill tells investors in a research note. The analyst continues to prefer share of Facebook (FB) in social with a Buy rating and $200 price target. He sees upside in average revenue per user and operating expenditure growth. Meanwhile, Thill is "incrementally positive" on Snap's "encouraging momentum," but says the company is "not out of the woods yet." If Snap can deliver on daily active user growth in Q1 it should be a catalyst for shares, however with the stock trading at nine-times 2019, these improvements are largely priced in, Thill tells investors in a pre-earnings research note. And while the analyst remains "fundamental fans" of Twitter, he views the stock as "reasonably valued." Further, Twitter faces tough comps for international in the first half of 2019 and for the U.S. in the second half of the year, Thill points out.
04/22/19
CLVD
04/22/19
NO CHANGE
CLVD
Neutral
Twitter ad spending remains 'encouraging,' says Cleveland Research
Cleveland Research analyst Chandler Converse says his firm's research suggests that advertising spending on Twitter remains "encouraging." The analyst sees "strong" ad engagements and like-for-like growth after budgets, according to his firm's work, finished in-line with consensus expectations and at the high-end of Twitter's Q1 guidance. He continues to expect above-consensus advertising revenue for Twitter in 2019 on "strong execution with partners." Converse has a Neutral rating on the shares.
04/22/19
BARD
04/22/19
NO CHANGE
Target $33
BARD
Neutral
Twitter to meet or beat Q1 revenue estimates, says Baird
Baird analyst Colin Sebastian expects Twitter tomorrow morning to meet or beat Q1 revenue expectations "given what appeared to be conservative guidance." Further, digital marketing trends in the quarter were stable, Sebastian tells investors in a pre-earnings research note. The analyst thinks Twitter will report Q1 revenue in line or above the high end of management's guidance range, driven by "healthy" monthly daily active user trends of up 9% year-over-year. Sebastian keeps a Neutral rating on the shares with a $33 price target.
04/23/19
BARD
04/23/19
NO CHANGE
Target $33
BARD
Neutral
Twitter Q2 guidance looks conservative 'once again,' says Baird
In a "first glance" note following Twitter's earnings release, Baird analyst Colin Sebastian attributed the pre-market strength in the shares to a "solid" Q1 beat as well as the stock's underperformance since the company's Q4 report. Sebastian said he is encouraged by early signs of improvement from the company's focus on platform health and he believes that the company's Q2 revenue guidance "once again appears conservative." He maintains a Neutral rating and $33 price target on Twitter shares.

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TGI

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