Twitter, Inc

TWTR-N

NYSE:TWTR

23.02
0.30 (1.29%)
Twitter is an online news and social networking service where users post and interact with messages, called "tweets."
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Analysis and Opinions about TWTR-N

Signal
Opinion
Expert
HOLD
HOLD
August 17, 2016

(Market Call Minute.) This is a tough one. Thinks the franchises are worth more, but it is not without risk.

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Twitter, Inc (TWTR-N)
August 17, 2016

(Market Call Minute.) This is a tough one. Thinks the franchises are worth more, but it is not without risk.

COMMENT
COMMENT
August 16, 2016

A lot of social media stocks are very difficult to value, and there is a lot of expectation built into this name. The stock came off on the last quarter because growth expectations were not up to what analysts were expecting. Investors should have some Internet exposure, but she would prefer Google (GOOG-Q) which generates earnings, has good growth prospects, and trades at a much more reasonable valuation.

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Twitter, Inc (TWTR-N)
August 16, 2016

A lot of social media stocks are very difficult to value, and there is a lot of expectation built into this name. The stock came off on the last quarter because growth expectations were not up to what analysts were expecting. Investors should have some Internet exposure, but she would prefer Google (GOOG-Q) which generates earnings, has good growth prospects, and trades at a much more reasonable valuation.

SELL
SELL
August 15, 2016

(Market Call Minute) There was American soccer, European soccer, the election and the Olympics, the monthly average user count has been flat. If they can’t get more interest with these kinds of events, there is something wrong.

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Twitter, Inc (TWTR-N)
August 15, 2016

(Market Call Minute) There was American soccer, European soccer, the election and the Olympics, the monthly average user count has been flat. If they can’t get more interest with these kinds of events, there is something wrong.

BUY
BUY
August 15, 2016

(Market Call Minute.) He would still buy this. It has had a bounce off the bottom. He thinks somebody like Google (GOOG-Q) will buy this.

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Twitter, Inc (TWTR-N)
August 15, 2016

(Market Call Minute.) He would still buy this. It has had a bounce off the bottom. He thinks somebody like Google (GOOG-Q) will buy this.

COMMENT
COMMENT
August 4, 2016

Wait for a buyout or take profits? This makes money and has a following, although it hasn’t executed well in a lot of things. A lot of people felt that when Microsoft (MSFT-Q) acquired LinkedIn, this company would be bought by somebody, and it probably will be. New management is trying to make some changes, and if they execute, this can probably do a little bit better. It is a “trading” thing, not an “investing” thing for the long-term.

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Twitter, Inc (TWTR-N)
August 4, 2016

Wait for a buyout or take profits? This makes money and has a following, although it hasn’t executed well in a lot of things. A lot of people felt that when Microsoft (MSFT-Q) acquired LinkedIn, this company would be bought by somebody, and it probably will be. New management is trying to make some changes, and if they execute, this can probably do a little bit better. It is a “trading” thing, not an “investing” thing for the long-term.

DON'T BUY
DON'T BUY
July 28, 2016

(Market Call Minute) He is not comfortable with the lack of visibility to long term growth. He is staying on the sidelines.

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Twitter, Inc (TWTR-N)
July 28, 2016

(Market Call Minute) He is not comfortable with the lack of visibility to long term growth. He is staying on the sidelines.

DON'T BUY
DON'T BUY
July 26, 2016

Social media technology is always tricky. You just don’t know what the next thing is around the corner. They IPO’d with a lot of hoopla. It is quite volatile, and he would not recommend this.

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Twitter, Inc (TWTR-N)
July 26, 2016

Social media technology is always tricky. You just don’t know what the next thing is around the corner. They IPO’d with a lot of hoopla. It is quite volatile, and he would not recommend this.

WEAK BUY
WEAK BUY
July 22, 2016

(Market Call Minute.) This has too much cachet value to not to be taken out. Operating numbers are not that great and valuation is a harder story to sell, but thinks it is worth more to a Facebook (FB-Q), Microsoft (MSFT-Q), etc. Somebody out there can monetize this a lot better, and it will be worth at taking a shot at. Probably worth a shot, but it is an aggressive play.

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Twitter, Inc (TWTR-N)
July 22, 2016

(Market Call Minute.) This has too much cachet value to not to be taken out. Operating numbers are not that great and valuation is a harder story to sell, but thinks it is worth more to a Facebook (FB-Q), Microsoft (MSFT-Q), etc. Somebody out there can monetize this a lot better, and it will be worth at taking a shot at. Probably worth a shot, but it is an aggressive play.

HOLD
HOLD
June 24, 2016

This is not making any money yet. Thinks they are cash flow positive and are investing for the future. The stock has been dismal since the IPO. If you own, wait for somebody to come along and acquire it.

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Twitter, Inc (TWTR-N)
June 24, 2016

This is not making any money yet. Thinks they are cash flow positive and are investing for the future. The stock has been dismal since the IPO. If you own, wait for somebody to come along and acquire it.

COMMENT
COMMENT
June 20, 2016

Given the Microsoft (MSFT-Q) LinkedIn (LNKD-N) deal last week, he is starting to have a harder look at this. Everyone seems to dislike it here. They haven’t been able to monetize the value or to grow the base over the past 1.5 years. However, he thinks there is still value in the franchise and in the social network. It would make a lot of sense for Microsoft to acquire this, in addition to LinkedIn.

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Twitter, Inc (TWTR-N)
June 20, 2016

Given the Microsoft (MSFT-Q) LinkedIn (LNKD-N) deal last week, he is starting to have a harder look at this. Everyone seems to dislike it here. They haven’t been able to monetize the value or to grow the base over the past 1.5 years. However, he thinks there is still value in the franchise and in the social network. It would make a lot of sense for Microsoft to acquire this, in addition to LinkedIn.

COMMENT
COMMENT
June 16, 2016

This is interesting, given that Microsoft (MSFT-Q) bought LinkedIn. This company does make money. It has gone through some difficult times since its IPO, but it does have a lot of users. It’s a valuable asset, but how they monetize that asset is very difficult for management to think about. He thinks someone will want to own this and it will be more valuable.

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Twitter, Inc (TWTR-N)
June 16, 2016

This is interesting, given that Microsoft (MSFT-Q) bought LinkedIn. This company does make money. It has gone through some difficult times since its IPO, but it does have a lot of users. It’s a valuable asset, but how they monetize that asset is very difficult for management to think about. He thinks someone will want to own this and it will be more valuable.

SELL
SELL
June 10, 2016

He has been very negative on this. Has never actually Shorted the stock, but thinks it is a questionable business model. Expects people will eventually get tired of 140 characters. They need to either expand their technology or find a way to become more profitable.

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Twitter, Inc (TWTR-N)
June 10, 2016

He has been very negative on this. Has never actually Shorted the stock, but thinks it is a questionable business model. Expects people will eventually get tired of 140 characters. They need to either expand their technology or find a way to become more profitable.

SELL
SELL
June 3, 2016

(Market Call Minute.) This has terrible price momentum and they don’t seem to be able to get user engagement up or how to monetize.

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(Market Call Minute.) This has terrible price momentum and they don’t seem to be able to get user engagement up or how to monetize.

DON'T BUY
DON'T BUY
May 3, 2016

This has been struggling for a long time. Haven’t been able to grow their monthly active users all that dramatically. They did a fantastic job of turning those users into profits and monetizing their platform. There has been speculation for many years that Google (GOOG-Q) might take them over.

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This has been struggling for a long time. Haven’t been able to grow their monthly active users all that dramatically. They did a fantastic job of turning those users into profits and monetizing their platform. There has been speculation for many years that Google (GOOG-Q) might take them over.

SPECULATIVE BUY
SPECULATIVE BUY
April 29, 2016

A very embattled company. Has dropped substantially from where it was valued when it first came public. This is starting to get a little interesting, perhaps as a speculative Buy. Trading at an all-time low. They also have $3 in cash on the balance sheet. Not going out of business anytime soon.

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Twitter, Inc (TWTR-N)
April 29, 2016

A very embattled company. Has dropped substantially from where it was valued when it first came public. This is starting to get a little interesting, perhaps as a speculative Buy. Trading at an all-time low. They also have $3 in cash on the balance sheet. Not going out of business anytime soon.

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