The New Economy and its Winners Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Bill Harmond	4/10/2014 4:05:22 PM
	of 57684

13:27 FB Facebook: Solid outlook for 2014, but consensus catching up; tgt raised premarket to $76 at Deutsche Bank (59.09 -3.32) Deutsche Bank raised their FB tgt to $76 from $75. FB remains at the top of firm's "must-own" coverage list, but unlike last quarter, DB thinks 1Q consensus estimates are getting closer to its optimistic view. FB has exceeded consensus ad revenue by $200 mln on average over the past 3 prints, and for 1Q DB thinks it may be in the $50m-$100m range. Firm's checks suggest ad revs remains strong on the back of the 3 primary tools: 1) custom audiences, 2) app install ads, and 3) FBX. Given the universally positive sentiment, DB isn't as optimistic on the 1Q set-up as last print, but FB remains a top name.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next