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Raised price targets roll in after Facebook's (FB) big earnings report: 1) Deutsche (already...

Raised price targets roll in after Facebook's (FB) big earnings report: 1) Deutsche (already rated a Buy) ups its PT to $43 from $37. "Less than 10% of impressions are driving over 60% of ad revenue, suggesting plenty of future runway." 2) Goldman (also Buy) ups its PT to $46 from $40 as it hikes revenue and earnings metrics across the board. 3) BMO (Buy) raises its PT to $37 from $33. 4) Needham ups to $37 from $33. "Proof of mobile monetization is a key value driver." 5) Jefferies (Buy) ups to $37 from $32. "Mobile advertising does work. More of the same from BTIG, JMP, and Evercore. Shares +23% premarket.
Comments (8)
  • A strangle pre-earnings would have performed spectacularly well.
    25 Jul 2013, 10:13 AM Reply Like
  • Owning the stock outright , didnt work out too bad either :)
    25 Jul 2013, 10:15 AM Reply Like
  • Haha true, but the option strangle would've earned you about 40x+ the return as the stock
    25 Jul 2013, 10:32 AM Reply Like
  • What a bunch of sheep these analysts are. Seriously, do any of them actually analyze anything beyond superficial numbers around ad revenues? How long-lasting will this growth be? How are customers responding to this flood of mobile ads? Which type of ads are effective vs which ones aren't? No qualitative assessment at all, just numbers reviews and reactions. But then again, what should one expect based on normal analyst behavior.
    25 Jul 2013, 10:30 AM Reply Like
  • I definitely don't want to see ads coming across my cell phone.
    25 Jul 2013, 11:27 AM Reply Like
  • The point is you will use it for search all across mobile, for shops, restaurants, poi's, you name it. Then you'll use it for shopping and finally they'll do a premium for fee that will book your travel and reservations or personal shopping. There are so many ideas to capitalize on the mobility and the reach, its astonishing. And those are all beside the usual ad metrics. All you needed were to show that these guys could actually execute as well as have the huge number of eyeballs. Bought at 19 as a spec, wish I'd bought more.
    25 Jul 2013, 12:54 PM Reply Like
  • Well-stated and completely accurate. Mobile provides an exponential opportunity to monetize in numerous areas. I bought in the low and mid-20's and plan to stay the course. I believe good management can make $FB another $GOOG.

     

    I used to read about all the negatives regarding google's reliance on Ad revenues as its downfall. Blah, Blah, Blah.

     

    $FB is just beginning to get its stride imo.
    27 Jul 2013, 05:16 PM Reply Like
  • Bought 1,000 @ $18.25 wish I had bought more also. I'm in for the long, long haul.
    25 Jul 2013, 09:32 PM Reply Like
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