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NYSE:TWTR

Twitter, Inc (TWTR)

53.70
-0.00 (0.00%)
as of Oct 27, 2022, 12:00:00 am Market Open.
91 watching
0
COMMENT
options action It's been terrible, trading over $38. There was a buyer 13,000 of the May 44 calls who paid $1.15-1.25 It's probably a little cheaper now, but this is interesting.
DON'T BUY
They report Thursday. There's nothing here he would pay up for.
COMMENT
Hit a new low yesterday, though it's the most underrated brand in America. It missed a huge tech rally, too. How? Why? Twitter is broken. How to fix it? Create Twitter+, use for a fee but is moderated and keeps trolls out. Trolls make Twitter nasty and un-usable. He thinks people will pay for Twitter+, which will give the company a subscription stream. Anonymous posters make vile postings and deter civil discourse. Then, Twitter should buy the kinder platform, KIND, which Twitter can pick up cheaply, since those stocks are down. And buy a company like Nextdoor. Then, buy Doordash also for the synergies. Next, Twitter should create a rewards program for users if reach certain milestones like a million followers. Also, exploit the direct messaging feature; this could create secure money transactions overseas like on a vacation.
DON'T BUY
He's worried as we go into 2022, with tapering by central banks, inflation fear, interest rates going up, highly leveraged companies will struggle. He just owns FB, so go with that instead.
COMMENT
Will a bigger company buy this? He doesn't think so, but if they produce a kinder, gentler Twitter and focus on direct-to-consumer ads, this would rise to $100 in 2 years.
BUY ON WEAKNESS
No one is worried about megacap tech stocks and that's a worry. Snap, Twitter and Pinterest, also Lyft have slid around 25% from their highs, and these are buying opportunities in the coming months.
DON'T BUY
It worries him. PayPal may be buying Pinterest, their competitor. He feels Twitter has become too disgusting, nasty and horrible.
DON'T BUY
The sticking point is that advertisers see before ROI on other platforms. Twitter has made strives, but not enough, and he's skeptical about Twitter's lofty 2023 revenue target. The sales-to-price is too high.
DON'T BUY

In advertising on a social media platform, she'd rather be in Facebook, despite the regulatory threats. Also, Twitter had a weak previous quarter.

BUY ON WEAKNESS
In February 2020, activist investor Elliott Management took aim at Twitter. Twitter actually added an EM partner to their boardroom. The CEO cancelled his excursion plans to work with EM. The changes paid off huge and the stock has since risen (though sold off after a weak, recent quarter).
WEAK BUY
Allan Tong’s Discover Picks This popular social media platform is often overshadowed by Facebook and has historically underperformed it. Twitter shares rose 173% over the past five years compared to 292% for FB. Currently, 34 analysts stock price targets are anywhere from $52 to $114, which averages out to $75.41 or 7.5% upside. The consensus is a weak buy, based on 14 buys, 19 holds and one sell. Read 2 Upgraded Stock Price Targets: Twitter and Williams-Sonoma for our full analysis.
BUY

It's the dark horse for the 4th-largest ad platform after Facebook et al. They're finally doing the right thing to gather subscriptions and ads. He predicts these businesses will grow and become huge in a few years. Twitter is hard to value, but it's growing rapidly. The stock has run up too high, so buy on a pullback. It's no coincidence that Facebook is being rated down as this rates up.

BUY

It's the dark horse for the 4th-largest ad platform after Facebook et al. They're finally doing the right thing to gather subscriptions and ads. He predicts these businesses will grow and become huge in a few years. Twitter is hard to value, but it's growing rapidly. The stock has run up too high, so buy on a pullback. It's no coincidence that Facebook is being rated down as this rates up.

BUY

It's the dark horse for the 4th-largest ad platform after Facebook et al. They're finally doing the right thing to gather subscriptions and ads. He predicts these businesses will grow and become huge in a few years. Twitter is hard to value, but it's growing rapidly. The stock has run up too high, so buy on a pullback. It's no coincidence that Facebook is being rated down as this rates up.

BUY
When they banned Trump, many thought the stock would suffer, but in fact it has moved up. Twitter is part of the sweet trend in civility in society and online, not arguments and rage of the Trump era.
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