The Whisper numbers for both revenue and eps are exceptional, and Whisper numbers are more often right than wrong. Don't ask me who is doing the" whispering", because I haven't a clue. But somehow the Wall Street insiders and hedge fund guys always seem to know what's going to happen before the guy on the street knows. It's probably a big part of the reason why recent pps targets have be raised across the board. Some as high as $96.
But the bottom line is Zuckerburg and his stable of brainiacs are assembling a goose that is going to lay lots of golden eggs for years and years. In some areas of their business, FB hasn't even scratched the surface of revenue potential.
So, if you are long FB, you should be sleeping very well at night for the foreseeable future. Sure, there may be a few bumps along the road due to swings in the Dow that affect all stocks, but they will just be temporary.
I truly believe FB will be selling for $200 sometime in the next few years. And if revenue and users continue to grow, maybe a lot sooner than later.
Unlikely. Odds waiver towards a beat. At minimum and not limited to, World cup activity will influence to the upside. Any additional monitization from world cup not part of most original 2nd qtr estimates. We will see that more businesses are using Facebook, both small and large because it works. I don't think FB needs a blowout to stay at these levels or to reach a new high. Just meet or small beat will be fine.You are asking the wrong question, IMO. Interesting though, your question suggests miss, not meet, nor beat... Please say you are not short