This is Pure SCAM , worse than BlackBerry
Facebook's strong self-reinforcing network effect has allowed it to become the world’s largest and most profitable social media company.
The rapidly-rising Internet user base, which has more than tripled over the past decade, will be a major long-term growth driver.
The company is experiencing robust ARPU growth as a result of higher user engagement, a trend that should continue in the coming years.
As more and more ad dollars flow online, Facebook will continue to gain a disproportionate share of this shift in advertising budgets.
Facebook shares offer an attractive risk/reward opportunity with double-digit upside potential over the next 12 to 18 months.
Shares of Facebook (NASDAQ:FB) have more than doubled since the company's highly-publicized 2012 IPO, leading some to (wrongly) conclude that the stock has become overvalued. On the contrary, I would argue the stock deserves its current valuation, and is even still somewhat undervalued, given its unbreachable economic moat, strong profit margins, and huge long-term growth potential. In short, I believe Facebook is one of the best investment opportunities available in the Internet space right now.
Facebook FB -1.03% has scored a big partner as it ramps up its online video ambitions: the National Football League.
The league on Tuesday will begin posting short video clips on the social networking service. They could include game highlights — like the recent spectacular catch by New York Giant’s receiver Odell Beckham Jr. — as well as NFL news and fantasy football advice, according to people familiar with the plans.
The clips will be immediately followed by ads from Verizon Wireless, which will pay to promote them within NFL fans’ Facebook news feeds. Facebook and the NFL will share the ad revenue, though the specific financial terms weren’t available. Facebook plans to bring in other sponsors down the road.
The timing is good for both sides, with the NFL regular season drawing to a close and excitement building as key playoff races are still undecided.
The partnership is the latest sign that Facebook is getting more aggressive as it tries to become a major player in Web video and figure out ways to capture more ad dollars.
Robert Peck of Suntrust is a CNBC pumper. He is brought on TV to say whatever, they tell him to say.
Focus on Individual stocks,
Ask the panel about how to improve their Income (every stockk you discuss) , NOT just only about Twitter.
Yes SHUT UP
NEW YORK (TheStreet) -- Shares of Facebook (FB) are slightly down 0.09% to $78.33 in pre-market trading Friday, after the social media giant had its price target raised to $91 from $86 by analysts at Citigroup this morning.
Analysts at the firm maintained its "buy" rating, on the heels of Facebook-owned Instagram's announcement that it reached more than 300 million users.
Citigroup upped its valuation of photo-sharing service Instagram to $35 billion from its previous estimate of $19 billion, citing faster audience growth and continued monetization gains by social media properties.
NEW YORK (TheStreet) -- Shares of Twitter (TWTR) are up 0.46% to $36.90 in pre-market trading after Oppenheimer initiated coverage on the company with a "perform" rating and a price target of $36.
"While TWTR is the best Internet platform for real-time content discovery, we believe the stock's current valuation of 10x 2015E sales, a 52% premium to peers, fully reflects future prospects based on current growth rates," Oppenheimer said.
Specifically, recent results suggest the current incarnation of the product may not have the mass-market appeal of other social networks, analysts noted.
As a result, Oppenheimer said it would need to see monthly active users accelerate to become positive on the stock, based on planned product changes, or an indication that Twitter can monetize its 500 million "logged-off" users.
Wieser's "buy" rating doesn't ignore Twitter's growth challenges. He still maintains that Twitter is a "niche" service with limited appeal and won't rival in size the likes of Facebook."There are overly optimistic observers that have bought into the idea that Twitter has the capacity to be a substantially larger property," Wieser told TheStreet, adding that management has overemphasized the social network's reach and potential. "I never bought into the idea that Twitter was going to be that big." Instead, the analyst takes the view that the company is growing enough on the revenue front to warrant a $42-per-share value by the end of 2015 -- based on an estimate of $6.6 billion in revenue for 2019.
Facebook is the world's largest online social network. We think that growth in the future will be achievable as the firm could adapt to new technologies while improving their services. It is difficult for me to think that people could leave it, so I feel bullish on this stock.
The PE relative valuation and the return on equity that significantly exceeds the industry average and make me feel bullish on this stock.
Hedge fund gurus like Steve Mandel (Trades, Portfolio), Ray Dalio (Trades, Portfolio), John Burbank (Trades, Portfolio), Ken Fisher (Trades, Portfolio), Mario Gabelli (Trades, Portfolio), Jim Simons (Trades, Portfolio), Andreas Halvorsen (Trades, Portfolio) have added this stock to their portfolios in the third quarter of 2014, as well as Pioneer Investments (Trades, Portfolio), Ron Baron (Trades, Portfolio), RS Investment Management (Trades, Portfolio) and Caxton Associates (Trades, Portfolio).
Ken Sena with Evercore ISI today reiterates a Buy rating on Facebook (FB), and a $95 price target, after raising his Q4 ad revenue projections slightly, writing that there is “no signs of slowing” based on the latest traffic figures for the Internet property.
Data from comScore for November, reports Sena, “emonstrates Facebook engagement continuing to grow at a healthy rate, up 27% and 35% in November and October, respectively, an acceleration versus September’s 21%.” Those figures cover both traditional desktop use of Facebook, he notes, and also mobile usage.
But the bigger story may be Facebook’s Instagram picture-sharing service, he writes, which “continues to show a steady and impressive growth trajectory,” writes Sena.
“We see Instagram steadily producing growth north of 60%+ helping land it at the 300mm user figure just reported,” he projects, referring to a total user figure for Instagram cited last week
Management change will do nothing , NOTHING
The world of advertising is in the process of a major overhaul. A recent Morgan Stanley report lays out what analysts believe to be the future landscape of the advertising industry.
Mobile Is Taking Over
Morgan Stanley believes that mobile advertising will account for 60 percent of total online advertising by 2020. Analyst Benjamin Swinburne explains that increased smartphone penetration coupled with location-based targeting should be driving forces in the world of mobile advertising.
Despite the belief that the overall advertising market in the United States has reached a growth peak, analysts remain bullish on the future of the mobile advertising segment.
The report gives analysts’ take on which companies are likely to gain ground in mobile advertising. An early leader in the mobile ad space is Facebook Inc FB 0.23%, which already represents about 20 percent of mobile usage time in the United States.
It appears as if Facebook and Google Inc GOOG 1.91% GOOGL 0.1% are on an unavoidable collision course when it comes to online advertising. While Facebook might not pose a threat to Google’s search business, Facebook could pose a threat to YouTube and Google’s display business.
According to the report, Facebook and Google alone currently account for 60 percent of the online ad market in the United States.
Facebook is Morgan Stanley’s preferred pick: “We view Facebook (Overweight) as the long-term winner in the secular shift to mobile advertising, based on its unrivaled scale, targeting, and engagement for advertisers along with its ability to attract brand advertising spend from traditional platforms (TV, outdoor, print).”
Data from Global Web Index indicates that while Instagram’s active user base has grown by 64% in the past six months; Tumblr’s has grown by 120% and Pinterest’s by 111%. On the contrary, Twitter’s efforts have only seen a 26% growth which looks pretty dull when compared to the rivals.
This number appears to show the changeability of social media habits, as when the Global Web Index released number earlier this year, Instagram was ahead in growth only by a slight margin but now the gap between Twitter and Instagram had widened by a considerable extent.
Instagram that started running ads last year, looks highly attractive to marketers with the current active user base and data has confirmed that Twitter has to use a different strategy to grow as Facebook’s Instagram seems to be converting the Twitter customers into Instagram customers while building the base of new customers.
Twitter has been hit hard in the active user base count which seems to be depleting fast for the social networking player, and Instagram might emerge a winner in the photo-sharing domain as several Twitter users are also shifting their base to the latter as it seems to be more user-friendly. True, Twitter is facing tough contenders and only time will convey if Twitter’s management is able to grow its monthly user base remarkably in the near future.