Twitter (TWTR)

Re: Twitter (TWTR)

Postby winston » Thu Jun 14, 2018 8:53 pm

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A HUGE REBOUND AS THINGS GET 'LESS BAD'

Today's chart highlights one of our favorite investing strategies...

Longtime readers know Steve coined the term "bad-to-less-bad trading" years ago. The idea is simple: If you buy assets that are hated and left for dead, you can make huge profits as the market evens out – as things get "less bad." Today, we're checking in on one company's turnaround...

We last looked at social media platform Twitter (TWTR) back in December. Investors had shunned the stock for years... The company didn't have a profitable quarter until the end of 2017 – four years after going public. Shares fell more than 80% from their 2013 peak to their 2016 lows. However, things have turned around...

In April, the company reported its second straight profitable quarter. For the first time in its history, Twitter is starting to make money.

Investors have taken note... Shares are up more than 150% over the past year and just hit a new multiyear high. It's more proof that big gains are possible when things simply get "less bad"...

Source: Daily Wealth
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Re: Twitter (TWTR)

Postby winston » Mon Jul 09, 2018 10:12 pm

Twitter: Worth $100 Billion?

Jun. 27, 2018

Summary

Instagram is valued at more than $100 billion.
Twitter offers better upside to investors due to Instagram being stuck inside Facebook.
Twitter already is generating massive cash flows that will soar as the turnaround takes shape.

Analysts only forecast revenues growing about 13% to $3.3 billion next year, placing the stock trading at 10x estimates.


Source: Seeking Alpha

https://seekingalpha.com/article/418436 ... ngcom_feed
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Re: Twitter (TWTR)

Postby winston » Mon Jul 09, 2018 11:15 pm

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Twitter is cleaning up its platform, but the stock is tanking

The Washington Post, citing an unnamed source, reported Twitter's unprecedented takedown rate could impact user metrics for the second quarter.

Twitter's plunge makes for the stock's worst day since March 27 when it shed 10 percent.

by Sara Salinas

Twitter is suspending more than 1 million accounts a day.

Many of the accounts being suspended had not tweeted frequently, meaning their removal wouldn't significantly impact active user counts.

The stock is still up 77 percent in 2018 and 136 percent in the 12-month period.


Source: CNBC

https://www.cnbc.com/2018/07/09/twitter ... yptr=yahoo
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Re: Twitter (TWTR)

Postby winston » Thu Jul 12, 2018 6:25 pm

Twitter shares to drop nearly 30% because expectations are too high: Nomura Instinet

Nomura Instinet initiates coverage on Twitter shares with a reduce rating, predicting it will report earnings below expectations next year.

The firm's analyst cites the stock's nearly 80 percent rise year to date and the high Wall Street 2019 estimates for the company.

by Tae Kim

Nomura: Price target for Twitter’s stock at $31, representing 29 percent downside.

Evercore ISI raised its price target to $42 from $32 for Twitter shares, citing positive conversations on business trends from ad buyers during the second quarter.


Source: CNBC

https://www.cnbc.com/2018/07/11/twitter ... yptr=yahoo
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Re: Twitter (TWTR)

Postby winston » Mon Jul 16, 2018 5:50 pm

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Goldman Sachs says the rest of Wall Street is underestimating Twitter's turnaround (TWTR)

by Graham Rapier

Twitter has been a tear this year — with shares soaring 82% to hit their highest price in over three years — and Goldman Sachs says the gains may not be done yet.

The bank on Thursday raised its target price for the social-media stock to $55 from $40 — a full 25% above where shares were trading — saying Twitter is doing better on its turnaround than the rest of Wall Street gives it credit for.

"We continue to believe that consensus expectations underestimate Twitter’s ability to
1) drive incremental engagement through new features and information quality initiatives,
2) better monetize engagement as advertisers leverage newer targeting and measurement functionality, and
3) show significant operating expense leverage as incremental revenue flows to the bottom-line," Heath Terry, the bank's tech analyst, told clients in a note.

Twitter has had a choppy week, as reports of its upcoming purge of spam and inactive accounts worried investors that its closely-watched active users metrics could be be impacted. Earlier this week, the Washington Post quoted an anonymous company source who said the account deletions could affect the user metric when it reports earnings on Friday, July 27. Twitter's CFO publicly rebuked those claims.

Even as Twitter becomes more expensive relative to its earnings — it is trading at 22 times its estimated 2019 EBITDA, compared with about 16 for its peers in the tech sector — Goldman says the increasing revenue and profit from its turnaround outweigh the risk of a stretched valuation.

Source: Business Insider

https://finance.yahoo.com/news/goldman- ... 00071.html
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Re: Twitter (TWTR)

Postby winston » Thu Jul 26, 2018 2:21 pm

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Red-Hot Stocks Flying Too Close To The Sun: Twitter (TWTR)

Current Price: $43.05
Consensus Price Target: $33.70
Downside:~22%

Analysis: Much like Under Armour, Twitter (NYSE:TWTR) has been long viewed as a troubled story on Wall Street. While other digital ad giants like Facebook (NASDAQ:FB) and Google (NASDAQ:GOOG) had been big winners for several years, it wasn’t until this year that Wall Street started giving TWTR stock some love.

Why the shift in sentiment regarding TWTR stock? It is primarily due to the company’s advertising business, which has rebounded in impressive fashion and has gone from declining last year to a more normal 20%-plus revenue growth rate last quarter.

This return to growth in the ad business has occurred simultaneous to huge cost-cutting, so the company’s margin profile has improved dramatically. Improved revenue growth and improved margins has led to Twitter consistently recording profits for the first time in company history.

But, the stock has come too far, too fast. TWTR stock now trades at nearly 60x forward earnings for revenue growth that was 21% last quarter. FB and GOOG stock both trade at just 27x forward earnings, and both of those companies reported revenue growth in excess of 21% last quarter.

Thus, TWTR stock’s present valuation is a disconnect with its growth. That implies weakness ahead.

Source: Investor Place
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Re: Twitter (TWTR)

Postby winston » Fri Jul 27, 2018 10:01 pm

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Twitter to prioritize fixing platform over user growth, shares plunge

By Meredith Mazzilli

NEW YORK (Reuters) - Twitter Inc (N:TWTR) on Friday reported fewer monthly active users than analysts expected and warned that the closely-watched figure could keep falling as it deletes phony accounts, sending shares sharply lower in early trading.

The company said the work it was doing to clean up Twitter by purging automated and spam accounts had some impact on its user metrics in the second quarter, and that it would prioritize improving suspicious accounts and reducing hate speech and other abusive content over projects that could attract more users.

Twitter, like bigger rival Facebook Inc (O:FB), has been under pressure from regulators in several countries to weed out hate speech, abusive content and misinformation, better protect user data and boost transparency on political ad spending.

Monthly active users fell by 1 million in the second quarter from the first to 335 million. Analysts had expected a gain of 1 million users, and the results could harden concerns that Twitter lacks a clear strategy to grapple with various platform problems and grow usage and revenue together.

Twitter said the decline in the third quarter would be in the mid-single-digit millions, suggesting a sequential decline to around 330 million users. Analysts, on average, had expected 340 million monthly active users in the third quarter, according to Thomson Reuters I/B/E/S.

Twitter shares fell 15 percent in pre-market trading.

"We are making active decisions to prioritize health initiatives over near-term product improvements that may drive more usage of Twitter as a daily utility," the company said in a shareholder letter accompanying the results.

The user outlook came as Twitter reported higher-than-expected revenue thanks to the FIFA World Cup driving ad demand, strength in video ads and booming international ad revenue. Twitter also earns revenue from licensing data.

The quarter marked the first time overseas revenue contributed the majority of Twitter's total advertising sales.

Chief Executive Jack Dorsey said in a statement that daily users grew 11 percent compared to a year ago, saying this showed that addressing "problem behaviors" was turning the service into a daily utility.

The company did not reveal the number of daily users.

Twitter had said earlier in July that deleting phony accounts would not have much impact on monthly users, since the purge focused on inactive accounts. Twitter’s relations with advertisers have been strained by concerns about phony accounts bought by users to boost their following.

Revenue of $711 million, mostly from advertising and up 24 percent from last year, exceeded the average estimate of $696 million among analyst research aggregated by Thomson Reuters.

Twitter said it benefited from two weeks of the FIFA World Cup in the second quarter, with ads tied to the soccer tournament generating $30 million in revenue.

Profit was $100 million, with a $42 million boost due to a tax accounting move. Twitter turned its first-ever profit in the fourth quarter of 2017 and has been profitable ever since, but warned last quarter revenue growth would slow this year and costs would rise.

Earnings excluding items were 17 cents per share, in-line with analyst estimates.

"Investors are overreacting to (monthly active user) trends," BTIG analyst Richard Greenfield said about the share fall. "This is an identical overreaction that we saw in Q2 last year. Last year's Q2 created an incredible buying opportunity in the stock."

U.S. President Donald Trump, an avid Twitter user, on Thursday slammed the company for restricting the visibility of prominent Republicans, but provided no evidence to back the claims. Twitter said in a blog post it had identified an issue where some accounts were not auto-suggested in search even when people were searching by specific name.

Twitter has said increased video programming, including news shows and live sports, and investing in technology that automatically surfaces interesting content with limited user intervention should make the service appealing to first-timers.

Twitter said it lost some users due to the introduction of the General Data Protection Regulation in Europe in May but it did not note any revenue impact.

Twitter also saw usage fall after saying it would not subsidize users who accessed its application through text messages without paying messaging fees to wireless carriers.

The company increased its capital expenditures forecast for the year to between $450 million and $500 million, from $375 million to $450 million, as it expands and upgrades the computer infrastructure underlying its service. It is also adding jobs, the shareholder letter said.

Costs related to licensing video and powering automated analysis of user data increased overall expenses 10 percent to $631 million in the second quarter compared with a year ago.

In April, Twitter said it inked more than 30 deals for live and original programming, including with Walt Disney Co (N:DIS) for a Twitter-only version of ESPN’s SportsCenter.

Source: investing.com

https://www.investing.com/news/stock-ma ... ge-1548559
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Re: Twitter (TWTR)

Postby winston » Thu Oct 25, 2018 8:35 pm

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Twitter earnings beat estimates, stock spikes

by Zack Guzman

Twitter (TWTR) announced its Q3 2018 earnings on Thursday, beating analysts’ projections on its top and bottom lines. Its stock was up over 13% in premarket trading.

The social media giant reported earnings of $0.21 per share on $758.1 million in revenue. Analysts were expecting earnings of about $0.14 per share on $701 million in revenue, according to Bloomberg.

Twitter also posted a 9 million user drop in its closely watched monthly active users number, falling to an average of 326 million active users in the third quarter.

Investors had been prepared for a 5 million user slide in monthly active users after the company warned of the trend last quarter.

The company also reported a 9% year-over-year rise in daily active users, which investors had been closely watching to judge increased engagement on the platform as the company continues its push to work on “health initiatives,” or a wide cleaning of hate speech and suspect accounts.

Advertising revenue in the third quarter jumped 29% from a year prior to $650 million, boosted in part by its sports partnerships with Major League Soccer and Major League Baseball. The increase in U.S.-led ad revenues, as well as a 30% increase in total international revenue, helped Twitter notch its fourth consecutive quarter of revenue growth.

Source: Yahoo Finance

https://finance.yahoo.com/news/twitter- ... 51013.html
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Re: Twitter (TWTR)

Postby winston » Sat Feb 23, 2019 8:53 pm

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This Stock Still Belongs in a High-Growth Portfolio

by Louis Navellier

Monthly Active Users (DAU) came in right at analysts estimates — 321 million.
Granted that was down from last year’s 330 million number, but that’s because TWTR has been very aggressive getting rid of accounts that don’t promote users’ “well-being” on the platform.

So, what was the reason Twitter stock dropped nearly 10% after its earnings announcement?

TWTR said that expenses will likely be up 20% in 2019 as it transitions its business model for the long term.

Now, the fact is, TWTR stock has been drifting up since that announcement and the ensuing selloff.

It has also been selling at a current price-to-earnings ratio of just under 20.


Source: Investor Place

https://dailytradealert.com/2019/02/23/ ... portfolio/
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Re: Twitter (TWTR)

Postby winston » Fri Mar 22, 2019 2:18 pm

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Twitter (TWTR)
% Off All-Time Highs: 57%

In 2018, social media giant Twitter (NYSE:TWTR) was on a roll. Until it wasn’t.

The stock went from $25, to $50, back to $25, all in the same year, as investors couldn’t figure out whether user growth really mattered.

Ultimately, the market has settled on the fact that it does matter, as revenue growth and margin expansion have remained robust, but the user base has declined, and Twitter stock trades well off all-time highs.

The market made the wrong conclusion here. Monthly active users is a meaningless metric without engagement. What are eyeballs if those eyeballs aren’t really interacting or paying attention?

Engaged eyeballs for advertising purposes are infinitely more valuable because they lead to more data, which leads to better targeting, more relevant ads, and more ad conversions.

At Twitter, those engaged eyeballs continue to go up, as the number of engaged daily active users is growing at a ~10% year-over-year rate.

So long as that number continues to grow, revenues will grow, and so will margins. The market will realize this in 2019. When it does, you will see Twitter stock stage a big turnaround.

Source: Investor Place
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