tracey -- two upgrades keeping share price near green. Question for you: is this a sell the news earnings if they beat big? I think MMs will take shares to $100-$101 before earnings. Would you sell by 4 p.m. wed and then see reaction to earnings and jump back in if it's extraordinary?
apples and oranges and it has nothing to do with what I want to see and what is real. GOOG had a massive runup to earnings and still continued that runup to new highs. AMZN no but that's been the story with the stock. Everyone is a non believer until they report. Answer me this question: regardless of how GOOG and AMZN entered their reporting periods, why does it mean FB would result in a drop? That is what you're implying. And already have your argument is wrong because GOOG DID runup as FB has. And it went a lot higher before retracing. Comments?
Your's is one person's opinion. Why should your word be absolute? You have your opinion, great. What are your credentials that people reading your posts should follow your lead more than anyone else's? Like Who the F are you? The basic estimate for revenue is $3.97B. That's the average. That's the number that CNBC will flash as the consensus number. So, If FB reports $4.1-$4.2 that is a BIG beat. You may not think so but Wall Street does, especially in this bearish enviornment. That's $130 million to $230 million. NOT a small number. Any revenue reported ABOVE $42.B would be considered a blowout number. $330 million more than consensus. EPS is $.47. Consensus. Again that is what CNBC will flash on their TV screens. $.55 or higher, BIG BEAT. $.60 BLOWOUT. Not possible you say to any of this. yet anyalysts said Amazon would LOSE money and they MADE $92 million. GOOG only was rewarded cause they finally beat EPS after 6 quarters. But you need to look closer at GOOG. They reigned in expenses and that helped the bottom line. but they lost 11% per click. So numbers are not what they seem.
Yes but i think we get an upside surprise and word during CC that expenses are thought to be less than originally reported. I think we see $105 minimum also based on a huge pure play $100 Call option for Friday betting ($3.20 premium) minimum of $103.20 (to break even). Over 40,000 contracts. So $105 for a lot of reasons. $110 if earnings beat big and Zuck & Co. talk monetization and reigning in expenses.
Actually spending is going to be one of the catalysts to move shares HIGHER IMHO. I believe they've reigned in expenses somewhat to less than they announced. If any one states that expenses will be less going forward, that's a positive catalyst to higher share prices. What's with this $5 Billion in revenue number when predictions are $3.97B??? If FB reports $4.1B or higher THAT is $200 million more than the market anticipated. Blowout number. $5B in revenue is just not realistic.
hedgehog - and yet you and so many others didn't see this big runup coming. So what makes you think you know any more now than you did before GOOG's earnings? You're all on a Yahoo posting board. No geniuses here.
$4.2 OR EVEN $4.1B would be considered a blowout! that/s $130 million to $230 million higher. Get real man. You post too much nonsense.
But AAPL did NOT have a great quarter. It's smoke and mirrors. AAPL always beats big. They did not.
Silverschmuck and why would I take the advice of a Yahoo poster whose identity I don't even know? You work for Goldman Sachs? Morgan Stanley? You have an ego that needs nurturing? Art by Xxx best friend? Go away dirt bag. Seriously. Nobody cares about your opinion. Why don't you get a cowbell and hang out with that other BASHER.
Charts and technicals are not 100% and during earnings you can throw technicals and charts out the window. Earnings results create a reset and you can throw the technicals/charts out the window. Remember there are retail humans and emotions involved. Watch a rotation from loser stocks to a winner if FB beats BIG. Your technical analysis has been very good but you fail to acknowledge that technicals and charts fail many times. Especially during earnings calls.
It doesn't hurt cause I didn't own. Now I do at an average around $95 something. Friday's trading action was significant in a bear market like this. Even AMZN couldn't hold on to 20% gains. FB stayed up $1.51 and was only $.81 lower than the high. Shares would have breached $98 and stayed there had it not been for the selloff. This a big tell IMHO. Also look at option traders. Millions invested in a pure plat betting FB will be at $103.20 (minimum needed to make a profit) and some think $110 would come in a parabolic move giving options traders a $10 profit, quite a killing. Big beat coming and then you won't need your charts for a few days. I see $.53-$.60 EPS [$.06-$.13 above consensus-think the monetization of Instagram and video ads) and $4.05B-$4.10B in revenue based on same reasons ($80 million-$130 million above consensus). CC will include talk about monetization of Instagram and less expenses than initially expressed in earlier earnings reports for 2015. Mr. Market will love that. Guidance will add fuel to the rocketship. I think we see between $105 (minimum) and as high as $110 a share if it goes parabolic. Above that (heaven help me!!!) and I sell and wait for retracement. Also rotation from loser names to FB will take place if there is a big beat. FB is about to separate themselves from the rest of the pack.
Geez do you love yourself or what? How many times have you responded to your own post? A little insecure are you? Or why respond to your own post so many times? In need of attention your little "cowbell" ego? Christopher Walken is that you?
And a good call too. Big beat coming: $.55-$.60 EPS ($.10 to $.13 above consensus) and $4.05B-$4.10B revenue ($80 million to $130 million above consensus). Monetization began in earnst in Q2. Management will have to talk about Instagram.
I say the beat might be bigger than that: $.57 EPS-$.60 EPS (yes sounds crazy $.10-$.13 ABOVE CONSENSUS) and $4.10B revenue ($130 million above consensus). Your above numbers are good not blowout. I'm hoping for blowout.