They beaten estimates every quarter since the IPO. I don't see that changing. LNKD is one of the best properties on the web and is just getting it's sea legs.
If you are wondering why the stock is up today then look at the free cash flow number and compare to the past . It was at a record level and the first qtr of the year is not their best. This takes away a serious bear argument.
There is nothing about this internet stock that is typical. 1.4B users and several huge channels that have not been monitized.
foraipac- that worked almost every ER for several years but for whatever reason the last 6-8 qtrs it has not worked.
AAPL's horse can do several tricks but doesn't have much stamina. They have to redo their product every 18 month's or lose massive margins. How many versions before the smart phone is perfected? Google on the other hand with 70% of the world search market is a monopoly and their second trick pony (Android) works in tandem very well with search not to mention their 3rd trick pony (YouTube). YouTube is killing it too.
Have you ever bought ads on FB, or adwords from Google? If you had you would know that FB will never get the ROI that you get with Google. Cause no one goes to FB to buy something or even learn about a product. But, that's exactly what you do on Google.
Dude, Android has over 50% of the US mobile market and even more of the world market. If you knew how people buy you would know they use google to purchase and FB to socialize. You can brand on FB but you don't go looking for product there. CPC's are down because ads are not as effective on Mobile but they are still growing as a whole and still have a monopoly in search.
And take out $85 in cash and you a forward PE of 14. The problem has been the switch to mobile. Everyone thinks Facebook will catch them but the reality is no one goes to FB to buy something. But you do go to Google when you want to buy something or spend money. That's why the conversion rate with Google is 10x that of Facebook. Mobile will not change that.
Well Icahn didn't make some $19B by being stupid with his money. So yeah, when he makes a big bet like this it's worth considering his intentions.
The stock was trading around 52-54 before Icahn got in it. If you think all he wanted was a 10% pop because of the uncovered value then by all means sell it here. Just look at the PayPal sales of 10B and run up a multiple of your choosing. You can go to American Express or VISA. They have better margin but still get some idea. I'm looking for 70 or more when they ultimately spin off PayPal. Imagine the IPO.
Actually Google stock price is a bit the reverse of APPL. They tend to act the opposite of each other. If there is some selling on the news tomorrow I bet Google goes up. I actually think there was some of that last week. Plot both on the same chart and you will see it.