Twitter (TWTR)

[winston]

not vested

Twitter Slumps on User Miss, Lukewarm Forecast

Twitter TWTR posted better-than-expected first-quarter earnings and revenue but the stock fell sharply after the social media company fell short on expectations for user growth and issued a lukewarm forecast.

Twitter reported earnings of 16 cents a share, 2 cents higher than analysts' forecasts.

Revenue rose 28% in the first quarter to $1.04 billion, but lagged the growth at digital advertising rivals such as Facebook and Alphabet's GOOGL Google.

Twitter's total number of monetizable daily users grew by 7 million from the fourth quarter to 199 million, but fell shy of analysts' expectations of 200 million.

For the second quarter, Twitter said it expects revenue of between $980 million and $1.08 billion. Analysts have been calling for $1.05 billion.

Source: The Street

[winston]

Twitter Beats Earnings but Falls Short on User Growth; Shares Tumble

Twitter on Thursday posted better-than-expected earnings and revenue in the first quarter, but fell short on user-growth expectations.

by M. COREY GOLDMAN

Twitter reported earnings of $68 million, or 16 cents a share, vs. a loss of $8.4 million, or 11 cents a share, a year ago. Analysts polled by FactSet had been expecting earnings of 14 cents a share for the quarter.

Revenue totaled $1.04 billion, up 28% from $808 million in the year-ago period and above analysts’ forecasts of $1 billion.

Ad revenue rose 32% to $899 million while data licensing and other revenue rose 9% to $137 million. Ad engagement grew 11%.

Twitter’s total number of monetizable daily users grew by 7 million from the fourth quarter to 199 million, but fell shy of analysts’ expectations of 200 million.

Twitter said in a statement that it made "significant progress on our brand and direct response products, with updated ad formats, improved measurement, and new brand safety controls, contributing to 32% year-over-year growth in ad revenue in Q1."

Twitter said it ended the quarter with $8.81 billion in cash, which included net proceeds of $1.42 billion from its offering of convertible notes in March, which in turn is earmarked to fund $954 million convertible senior notes due in 2021.

For the second quarter, Twitter said it expects total revenue of between $980 million and $1.08 billion, and a GAAP operating loss of between $170 million and $120 million.

For the full year, the company is expecting stock-based compensation expenses of approximately $600 million, and capital expenditures of between $900 million and $950 million.

Source: The Street

https://www.thestreet.com/investing/twi ... s%2BTumble

[winston]

not vested

Is Twitter a Buy or Sell After Its Post-Earnings Plunge?

Twitter is getting crushed after reporting disappointing user growth. Is that a buying opportunity or should investors stay clear of this one?

by BRET KENWELL

While the company beat on earnings expectations, user growth disappointed Wall Street.

The 10-month moving average current sits at $52.60 and could act as a level of support before the stock hits its other key moving averages on the daily and weekly charts.

Source: The Street

https://www.thestreet.com/investing/tra ... s%2BPlunge?

[winston]

not vested

Buy the Pullback in Twitter Stock? Not Yet, Says Top Analyst

Wells Fargo puts the selloff down to a combination of “comparatively muted upside compared to big 1Q beats by GOOGL and FB, a slight mDAU miss in the quarter, and 2Q revenue guide midpt slightly below the Street and Op Income guide well below on ramping investments.”

Fitzgerald also lowered the price target from $80 to $65.

Source: TipRanks

https://finance.yahoo.com/news/buy-pull ... 11368.html

[winston]

not vested

Is Twitter Finally a Buy in 2021?

Management might finally have found a way to monetize the platform.

by Neil Rozenbaum

Total US revenue was $556 million, an increase of 19%.

Total international revenue was $480 million, an increase of 41%, or 38% on a constant currency basis.

Japan remains our second-largest market, growing 30% and contributing $170 million, or 16% of total revenue in Q1.

Twitter Revue, gives its members a way to build and share an easy-to-use newsletter.

Twitter Spaces is a clubhouse type of feature that enables users to talk about any topic and engage with one another.

Twitter is also working on Super Follows, tipping, and Twitter Communities.

During Investment Day, Twitter briefly touched on the possibility of shopping on its platform.

Two major sporting events are coming this summer (the Summer Olympics and the UEFA European Championship); this should get engagement back.

Source: TMF

https://www.fool.com/investing/2021/05/ ... gn=article

[winston]

not vested

Is Twitter a Buy After the Post-Earnings Plunge?

Weak guidance turned off investors but there's more to the story than that.

by Jeremy Bowman

Twitter is still innovating faster than it has in a long time, rolling out Twitter Spaces (an audio platform like Clubhouse), acquiring Revue to add a Substack-like subscription business, and introducing Super Follows to allow top creators to monetize their content.

Twitter is steadily growing its user base, targeting monetizable daily active user growth (mDAU) of 20% annually, and aims to double revenue by 2023.

Twitter's valuation also looks reasonable compared to other tech stocks , trading at a price-to-sales ratio of less than 10 based on this year's expected results, and it is profitable on a generally accepted accounting principles (GAAP) basis.

Source: TMF

https://www.fool.com/investing/2021/05/ ... gn=article

[winston]

vested

Twitter (TWTR)

Among the best growth stocks to buy for 2021 is Twitter, which has enjoyed a unique position in the market for years as a live, crowdsourced tool for unearthing current events on a real-time basis.

Twitter played an important role in the Arab Spring in 2011, and 10 years later, it remains a unique technological tool and an increasingly vital part of modern society.

Twitter stock was doing phenomenally to start the year until its April earnings report, which caused shares to shed 15% in a single day.

Even though monetizable daily active users rose 20% to 199 million, the company's projections slightly missed expectations, and in contrast with Facebook's (FB) blowout quarter, that was a glaring disappointment.

In the grand scheme of things, however, one quarter is no reason to give up on Twitter.

Source: Investor Place

[winston]

vested

Best Growth Stocks to Buy: Twitter (TWTR)

Twitter is so familiar to us that it can be hard to think of it as one the growth stocks flying under the radar. However, despite its role in our daily lives, TWTR stock hasn’t been getting much attention from investors lately.

After cresting at $80.75 on Feb. 25, the share price has come down over 32% and now changes hands at around $54.

Investors have largely ignored the social media giant despite the fact that online advertising is rebounding within the broader economy.

In its most recent earnings report, Twitter also noted that its monetizable daily active users rose about 20% to 199 million.

The company also reported revenue of $1.04 billion for the first-quarter of this year, up 28% year-over-year (YOY).

Additionally, earnings per share (EPS) came in at 16 cents, better than the 14 cents that analysts had expected.

However, TWTR stock sunk further on its latest earnings after the company lowered its guidance for the current Q2, saying it now expects revenue between $980 million and $1.08 billion.

But this lower guidance does not change the fact that Twitter remains a unique social media company with plenty of remaining growth potential.

Source: Investor Place

[winston]

vested

Is Twitter (TWTR) A Smart Long-Term Buy?

by Jose Karlo & Mari Tottoc

Ephemeral (fleets), Long Form (Revue) and Voice (Spaces).

Source: Insider Monkey

https://finance.yahoo.com/news/twitter- ... 58399.html

[winston]

not vested

Twitter (TWTR)

Leading off our list is social media giant Twitter, which Goldman initiated with a sell rating on Wednesday.

Along with the bearish stance, Goldman analyst Eric Sheridan planted a price target of $60 on the shares, almost exactly where they sit today.

Sheridan has a generally positive view of the entire U.S. internet sector, suggesting that it still has plenty of room for long-term growth and operating efficiency improvement.

But in the case of Twitter, the analyst thinks its valuation is stretched and that the company’s innovation is largely a “show me story.”

Specifically, Sheridan isn’t entirely convinced that Twitter will be able to appeal to a wider audience base over time or capitalize on the more niche monetization opportunities that its current audience base presents.

In that sense, Sheridan feels that Twitter is more of a publishing platform than a social media platform like Facebook or Snap, which he both recommends as a buy.

Twitter shares slumped as much as 5% on Monday in response to Sheridan’s view.

Source: Yahoo Finance