Twitter

Twitter provides products and services for people, organizations, advertisers, developers and platform and data partners. The company's product, Twitter, is a global platform for public self-expression and conversation in real time. The company's mobile application, Periscope, lets anyone broadcast and watch video live with others. The company's products and services for advertisers include Promoted Products such as Promoted Tweets, Promoted Accounts, and Promoted Trends. The company's products for developers and data partners provide tools and public application programming interfaces to build applications and other products that utilize Twitter data and syndicate and distribute Twitter content across their properties.
  • TickerTWTR
  • ISINUS90184L1026
  • ExchangeNew York Stock Exchange
  • SectorSoftware & Computer Services
  • CountryUnited States
Valens Research
  • Valens Research
TWTR TWITTER (Technology)

Valens Credit Weekly Insights - 2021 10 13

Valens Credit Research team highlights TWTR, which has a compelling bond offering that we believe the market is currently mispricing, with strong fundamentals, favorable management alignment, and an actionable trade.

TWTR TWITTER (Technology)

Twitter Inc: 2 directors

Two Directors at Twitter Inc sold 20,485 shares at between 61.860USD and 63.900USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Valens Credit Report - 2021 10 08

Credit markets are overstating credit risk, with a cash bond YTW of 2.862%, relative to an Intrinsic YTW of 1.382% and an Intrinsic CDS of 42bps. Meanwhile, Moody's is also overstating TWTR's fundamental credit risk, with its Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. Management has low change-in-control compensation relative to their average annual compensation, indicating they are not incentivized to accept a buyout or pursue a sale of the firm, reducing event risk. Moreover, most ...

TWTR TWITTER (Technology)

Increased risk weighs on TWITTER, penalising its rating down to Sligh...

The independent financial analyst theScreener just lowered the general evaluation of TWITTER (US), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date October 5, 2021, the closing price was USD 59.86 and its target price was estimated at USD 48.29.

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Embedded Expectations Analysis - 2021 09 02

Twitter, Inc. (TWTR:USA) currently trades at recent peaks relative to UAFRS-based (Uniform) earnings, with a 46.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about MDAU growth, targeted conversations and tweets, and their Twitter ecosystem. Specifically, management may lack confidence in their ability to maintain monetizable daily active usage (MDAU) growth, replace Fleets with a unique format that addresses the same user needs, and drive more conversations in Spaces. Moreover, they may be overstating the potential...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

Valens Credit Weekly Insights - 2021 10 13

Valens Credit Research team highlights TWTR, which has a compelling bond offering that we believe the market is currently mispricing, with strong fundamentals, favorable management alignment, and an actionable trade.

TWTR TWITTER (Technology)

Twitter Inc: 2 directors

Two Directors at Twitter Inc sold 20,485 shares at between 61.860USD and 63.900USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Valens Credit Report - 2021 10 08

Credit markets are overstating credit risk, with a cash bond YTW of 2.862%, relative to an Intrinsic YTW of 1.382% and an Intrinsic CDS of 42bps. Meanwhile, Moody's is also overstating TWTR's fundamental credit risk, with its Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. Management has low change-in-control compensation relative to their average annual compensation, indicating they are not incentivized to accept a buyout or pursue a sale of the firm, reducing event risk. Moreover, most ...

TWTR TWITTER (Technology)

Increased risk weighs on TWITTER, penalising its rating down to Sligh...

The independent financial analyst theScreener just lowered the general evaluation of TWITTER (US), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date October 5, 2021, the closing price was USD 59.86 and its target price was estimated at USD 48.29.

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Embedded Expectations Analysis - 2021 09 02

Twitter, Inc. (TWTR:USA) currently trades at recent peaks relative to UAFRS-based (Uniform) earnings, with a 46.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about MDAU growth, targeted conversations and tweets, and their Twitter ecosystem. Specifically, management may lack confidence in their ability to maintain monetizable daily active usage (MDAU) growth, replace Fleets with a unique format that addresses the same user needs, and drive more conversations in Spaces. Moreover, they may be overstating the potential...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

Valens Credit Weekly Insights - 2021 10 13

Valens Credit Research team highlights TWTR, which has a compelling bond offering that we believe the market is currently mispricing, with strong fundamentals, favorable management alignment, and an actionable trade.

TWTR TWITTER (Technology)

Twitter Inc: 2 directors

Two Directors at Twitter Inc sold 20,485 shares at between 61.860USD and 63.900USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Valens Credit Report - 2021 10 08

Credit markets are overstating credit risk, with a cash bond YTW of 2.862%, relative to an Intrinsic YTW of 1.382% and an Intrinsic CDS of 42bps. Meanwhile, Moody's is also overstating TWTR's fundamental credit risk, with its Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. Management has low change-in-control compensation relative to their average annual compensation, indicating they are not incentivized to accept a buyout or pursue a sale of the firm, reducing event risk. Moreover, most ...

TWTR TWITTER (Technology)

Increased risk weighs on TWITTER, penalising its rating down to Sligh...

The independent financial analyst theScreener just lowered the general evaluation of TWITTER (US), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date October 5, 2021, the closing price was USD 59.86 and its target price was estimated at USD 48.29.

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Embedded Expectations Analysis - 2021 09 02

Twitter, Inc. (TWTR:USA) currently trades at recent peaks relative to UAFRS-based (Uniform) earnings, with a 46.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about MDAU growth, targeted conversations and tweets, and their Twitter ecosystem. Specifically, management may lack confidence in their ability to maintain monetizable daily active usage (MDAU) growth, replace Fleets with a unique format that addresses the same user needs, and drive more conversations in Spaces. Moreover, they may be overstating the potential...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

Valens Credit Weekly Insights - 2021 10 13

Valens Credit Research team highlights TWTR, which has a compelling bond offering that we believe the market is currently mispricing, with strong fundamentals, favorable management alignment, and an actionable trade.

TWTR TWITTER (Technology)

Twitter Inc: 2 directors

Two Directors at Twitter Inc sold 20,485 shares at between 61.860USD and 63.900USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Valens Credit Report - 2021 10 08

Credit markets are overstating credit risk, with a cash bond YTW of 2.862%, relative to an Intrinsic YTW of 1.382% and an Intrinsic CDS of 42bps. Meanwhile, Moody's is also overstating TWTR's fundamental credit risk, with its Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. Management has low change-in-control compensation relative to their average annual compensation, indicating they are not incentivized to accept a buyout or pursue a sale of the firm, reducing event risk. Moreover, most ...

TWTR TWITTER (Technology)

Increased risk weighs on TWITTER, penalising its rating down to Sligh...

The independent financial analyst theScreener just lowered the general evaluation of TWITTER (US), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date October 5, 2021, the closing price was USD 59.86 and its target price was estimated at USD 48.29.

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Embedded Expectations Analysis - 2021 09 02

Twitter, Inc. (TWTR:USA) currently trades at recent peaks relative to UAFRS-based (Uniform) earnings, with a 46.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about MDAU growth, targeted conversations and tweets, and their Twitter ecosystem. Specifically, management may lack confidence in their ability to maintain monetizable daily active usage (MDAU) growth, replace Fleets with a unique format that addresses the same user needs, and drive more conversations in Spaces. Moreover, they may be overstating the potential...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

Valens Credit Weekly Insights - 2021 10 13

Valens Credit Research team highlights TWTR, which has a compelling bond offering that we believe the market is currently mispricing, with strong fundamentals, favorable management alignment, and an actionable trade.

TWTR TWITTER (Technology)

Twitter Inc: 2 directors

Two Directors at Twitter Inc sold 20,485 shares at between 61.860USD and 63.900USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Valens Credit Report - 2021 10 08

Credit markets are overstating credit risk, with a cash bond YTW of 2.862%, relative to an Intrinsic YTW of 1.382% and an Intrinsic CDS of 42bps. Meanwhile, Moody's is also overstating TWTR's fundamental credit risk, with its Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. Management has low change-in-control compensation relative to their average annual compensation, indicating they are not incentivized to accept a buyout or pursue a sale of the firm, reducing event risk. Moreover, most ...

TWTR TWITTER (Technology)

Increased risk weighs on TWITTER, penalising its rating down to Sligh...

The independent financial analyst theScreener just lowered the general evaluation of TWITTER (US), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date October 5, 2021, the closing price was USD 59.86 and its target price was estimated at USD 48.29.

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Embedded Expectations Analysis - 2021 09 02

Twitter, Inc. (TWTR:USA) currently trades at recent peaks relative to UAFRS-based (Uniform) earnings, with a 46.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about MDAU growth, targeted conversations and tweets, and their Twitter ecosystem. Specifically, management may lack confidence in their ability to maintain monetizable daily active usage (MDAU) growth, replace Fleets with a unique format that addresses the same user needs, and drive more conversations in Spaces. Moreover, they may be overstating the potential...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

Valens Credit Weekly Insights - 2021 10 13

Valens Credit Research team highlights TWTR, which has a compelling bond offering that we believe the market is currently mispricing, with strong fundamentals, favorable management alignment, and an actionable trade.

TWTR TWITTER (Technology)

Twitter Inc: 2 directors

Two Directors at Twitter Inc sold 20,485 shares at between 61.860USD and 63.900USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Valens Credit Report - 2021 10 08

Credit markets are overstating credit risk, with a cash bond YTW of 2.862%, relative to an Intrinsic YTW of 1.382% and an Intrinsic CDS of 42bps. Meanwhile, Moody's is also overstating TWTR's fundamental credit risk, with its Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. Management has low change-in-control compensation relative to their average annual compensation, indicating they are not incentivized to accept a buyout or pursue a sale of the firm, reducing event risk. Moreover, most ...

TWTR TWITTER (Technology)

Increased risk weighs on TWITTER, penalising its rating down to Sligh...

The independent financial analyst theScreener just lowered the general evaluation of TWITTER (US), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date October 5, 2021, the closing price was USD 59.86 and its target price was estimated at USD 48.29.

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Embedded Expectations Analysis - 2021 09 02

Twitter, Inc. (TWTR:USA) currently trades at recent peaks relative to UAFRS-based (Uniform) earnings, with a 46.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about MDAU growth, targeted conversations and tweets, and their Twitter ecosystem. Specifically, management may lack confidence in their ability to maintain monetizable daily active usage (MDAU) growth, replace Fleets with a unique format that addresses the same user needs, and drive more conversations in Spaces. Moreover, they may be overstating the potential...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

Valens Credit Weekly Insights - 2021 10 13

Valens Credit Research team highlights TWTR, which has a compelling bond offering that we believe the market is currently mispricing, with strong fundamentals, favorable management alignment, and an actionable trade.

TWTR TWITTER (Technology)

Twitter Inc: 2 directors

Two Directors at Twitter Inc sold 20,485 shares at between 61.860USD and 63.900USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Valens Credit Report - 2021 10 08

Credit markets are overstating credit risk, with a cash bond YTW of 2.862%, relative to an Intrinsic YTW of 1.382% and an Intrinsic CDS of 42bps. Meanwhile, Moody's is also overstating TWTR's fundamental credit risk, with its Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. Management has low change-in-control compensation relative to their average annual compensation, indicating they are not incentivized to accept a buyout or pursue a sale of the firm, reducing event risk. Moreover, most ...

TWTR TWITTER (Technology)

Increased risk weighs on TWITTER, penalising its rating down to Sligh...

The independent financial analyst theScreener just lowered the general evaluation of TWITTER (US), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date October 5, 2021, the closing price was USD 59.86 and its target price was estimated at USD 48.29.

Valens Research
  • Valens Research
TWTR TWITTER (Technology)

TWTR - Embedded Expectations Analysis - 2021 09 02

Twitter, Inc. (TWTR:USA) currently trades at recent peaks relative to UAFRS-based (Uniform) earnings, with a 46.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about MDAU growth, targeted conversations and tweets, and their Twitter ecosystem. Specifically, management may lack confidence in their ability to maintain monetizable daily active usage (MDAU) growth, replace Fleets with a unique format that addresses the same user needs, and drive more conversations in Spaces. Moreover, they may be overstating the potential...

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