They will probably get their .15, but it all depends on rounding to the closest penny. Maybe they will squeeze out .16, but it's hard to believe you will see some big earnings beat.
So if you put a 42 (based on growth in revenue) multiple on projected .17 qtr. earnings, you get a $28.50 value for the stock. At this point, market has to be betting on .20 earnings. Seems like a stretch.
LNKD is the only comparable stock. And it trades at 700x earnings. It's really that simple, until FB is mature in 2014, or it starts to miss revenue expectations.
No other stock could be the next big four stock - AAPL AMZN GOOG.
Going to up it to .17. Last 10-Q says there is accounting change coming for 4Q. Sure analysts looked at it, but it's probably a little more... plus Wall Street leaves some room for a "beat."