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Facebook - NASDAQ

4/23/2014, 10:52 AM ET
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  • Facebook: A P/E Of 95 And Cheap At The Price?
    Shiv Kapoor Today, 8:27 AM 20 Comments

    Summary

    • Facebook is well off its 52-week high, but momentum remains strong together with growth expectations.
    • The PEG Ratio based on 2014 earnings expectations and five year growth rates of 31.38% suggest the stock is not as expensive as a value investor might believe.
    • At $63 Facebook is fairly priced, and perhaps somewhat cheap, though not as cheap as it might get in a very risk averse market.
  • Facebook: Nice EPS Trends
    Stock Traders Daily Yesterday, 8:29 PM 5 Comments

    Summary

    • FB has beaten estimates three quarters in a row.
    • EPS has been growing nicely, and the P/E multiple reflects that.
    • But most importantly, liquidity concerns still linger.
  • Why Facebook Is Heading To $80
    Wall Street Playbook Yesterday, 1:52 PM 35 Comments

    Summary

    • Through February, total minutes (PC + smartphone) increased 31% year over year, 2% above court-quarter results.
    • Facebook is not having as much trouble as feared in keeping and monetizing its users.
    • We also expect Facebook to revise upward guidance for revenue and consensus EPS estimates (excluding dilution from WhatsApp).
  • Earnings Preview - Facebook Q1 2014
    Selerity Research Yesterday, 1:16 PM 7 Comments

    Summary

    • Facebook, Inc. (FB) is slated to report 1Q 2014 earnings after the bell on Wednesday, April 23rd.
    • Facebook is expected to report Non-GAAP Earnings Per Share (EPS) of $0.24 per share for the 1Q 2014 period. Estimates range from $0.19 to $0.30.
    • Revenues: Analysts expect an increase of 61.9% y/y to $2.36 bln (range $2.14 bln to $2.52 bln).
  • Why Facebook Should Widen Its Partnership With Indian Telecom Operators
    Sarita Pereira Yesterday, 10:02 AM 4 Comments

    Summary

    • The Telephone Regulatory Authority of India is about to come up with a discussion paper on Over-The-Top players, like WhatsApp.
    • The Indian telecom operators want Over-The-Top players to pay a connectivity charge, as these apps utilize their network resources and are causing revenue loss.
    • WhatsApp has about 40 million users in India. Facebook should widen its partnership with Indian telecom operators to prevent any opposition from this industry in the future.
  • Is Facebook Going To $53 Or $68 After Earnings? Doesn't Matter To Me
    Quoth the Raven Yesterday, 7:21 AM 12 Comments

    Summary

    • Facebook reports on Wednesday, the name of the game continues to be mobile growth and mobile ad revenue.
    • Facebook recently had an upgrade from Credit Suisse.
    • Although I'm neutral on Facebook for the long-term, the earnings volatility could make an attractive trade.
  • Facebook 2014 Q1 Earnings Preview: Look For Another Earnings Beat
    Justin Giles Yesterday, 5:41 AM 20 Comments

    Summary

    • Facebook looks to beat estimates on the top line for the sixth straight quarter.
    • What does the latest analyst upgrade have to say about FB?
    • How should investors play Facebook heading into earnings?
  • Facebook Earnings Preview: Still All About Mobile Ad Revenue
    Brian Gilmartin Mon, Apr. 21 17 Comments

    Summary

    • FB up 102% in 2013; up 10% year-to-date in 2014.
    • Investors have to be wondering, what is the next driver?
    • Comps get tougher after July '14 quarter.
  • Facebook: A Great Company, But The Pullback Doesn't Make It A Great Buy Yet
    Portfolio Management 101 Mon, Apr. 21 56 Comments

    Summary

    • Great companies are relatively easy to identify but they can go through challenging periods and expensive valuations.
    • In Facebook's case, it is difficult to evaluate a proper price target because of its short history.
    • Relative to peers and optimistic estimates, the stock currently looks expensive.
    • The pullback may not be over, so investors would be prudent to wait until there is confirmation of another upward trend.
  • Facebook 1Q14 Preview: Engagement In Focus; MVNO The Next Catalyst?
    Terracotta Capital Sat, Apr. 19 18 Comments

    Summary

    • Facebook will report 1Q14 on April 23rd. The Street expects $0.24 EPS on $2.34b in revenue.
    • User engagement will be a focus. However, teen engagement may continue to be weak.
    • MVNO presents another growth driver in conjunction with internet.org, which will be a negative to the traditional telcos.
  • Facebook: Opportunities And Challenges In E-Money Space
    Sarita Pereira Wed, Apr. 16 46 Comments

    Summary

    • Facebook is about to receive regulatory approval from Ireland’s central bank that can make it an e-money institution.
    • This will give Facebook an opportunity to enter mobile wallet, and remittances business. The challenges include entering money transfer business, addressing privacy and security risks.
    • If Facebook succeeds in targeting these challenges, then this segment can enable the company to enhance its revenue.
  • Facebook/WhatsApp/Ascenta Combo Is Ready To Make Wireless Carriers Obsolete
    Galileo Russell Wed, Apr. 16 67 Comments

    Summary

    • Facebook recently made an acqui-hire of the team at Ascenta.
    • Google just purchased Titan Aerospace, another drone company Facebook was looking at.
    • WhatsApp launches pre-paid SIM cards after enabling voice calling.
  • This Niche Could Help Facebook Grow Aggressively
    Quoth the Raven Mon, Apr. 14 71 Comments

    Summary

    • P2P money transfer is a niche that isn't focused on too much right now.
    • Facebook has obvious advantages to getting in this game early.
    • Successful implementation could help Facebook in the long term.
  • Facebook Likely To Surf Past Estimates

    Summary

    • Facebook made headlines recently with the acquisition of Oculus VR, a start-up manufacturing virtual reality technology, and its shares have taken a beating.
    • Facebook also made a splash when it acquired WhatsApp. Both acquisitions were perceived as expensive. However, Facebook continues to excel in the mobile space, and earnings estimates keep going higher.
    • A 5% positive StarMine Predicted Surprise leads the Thomson Reuters research team to believe that Facebook is likely to beat estimates when it reports results on April 23.
  • Why Facebook May Approach Triple Digits
    Valuentum Thu, Apr. 10 119 Comments

    Summary

    • Our fair value estimate of Facebook is $97 per share, representing over 30% upside from today's levels.
    • Were it not for its unattractive relative valuation versus peers, Facebook would register a 9 or 10 on the Valuentum Buying Index -- one of the highest ratings.
    • Be sure to read about a speculative buzz that can send Facebook significantly higher.
  • For Facebook, Liquidity Matters Most
    Stock Traders Daily Wed, Apr. 9 32 Comments

    Summary

    • Free flowing liquidity has driven some stocks.
    • Investors have recently been enticed into these names.
    • But given liquidity changes, stocks like FB are far better for traders.
  • Will Facebook Offer More For Titan Aerospace?
    Sarita Pereira Wed, Apr. 9 26 Comments

    Summary

    • In March 2014, Facebook was in talks to buy solar-powered drone maker Titan Aerospace for $60 million. These drones can be used for providing internet access in remote areas.
    • Google aims to provide internet access in remote areas using solar-powered air balloons.
    • Recently, Google has also shown interest in Titan Aerospace. If Google places an offer to acquire Titan Aerospace, then Facebook may end up paying more to acquire the company.
  • Twitter Desperately Needs To Catch Up With Facebook
    Tom Shaughnessy Mon, Apr. 7 82 Comments

    Summary

    • Marketers are embracing Facebook over Twitter.
    • Facebook offers more revenue potential than Twitter.
    • Twitter has new plans in place to increase its overall advertising road map.
  • Facebook: Stay With The Leader
    Bill Maurer Mon, Apr. 7 89 Comments

    Summary

    • Facebook shares continue down in this momentum selloff.
    • However, shares have fared better than peers.
    • One reason may be that Facebook actually has large GAAP profits.
    • Prices for the two recent deals will be much less at these share prices.
    • Next support at the 200 day moving average.
FB vs. ETF Alternatives
Company Description

Facebook Inc is a social networking website which builds products that creates utility for users, developers and advertisers.