- Fourth quarter results will likely provide the next catalyst to the upside for Facebook (FB), says Deutsche's Ross Sandler, in a note titled, "Expecting Upside in Q4, And This Time Facebook Gets Paid For It."
- His team wouldn't be surprised to see a re-acceleration in ad revenue growth and is modeling ad revenues $100M higher than Street consensus. "Looking beyond the quarter, we see significant tailwinds from the massive flow of transactions to mobile."
- Shares +0.8% premarket
at CNBC.com (Nov 18, 2014)