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Facebook - NASDAQ

4/24/2014, 8:30 AM ET
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  • Facebook: Mobile Powers Growth
    Seeking Profits Today, 1:51 AM 1 Comment

    Summary

    • Facebook's quarterly results easily beat expectations thanks to strong mobile monetization.
    • Mobile now accounts for 59% of total revenue and was up 258% year over year.
    • The user base shows strong level of engagement, suggesting fatigue is not a problem yet.
    • With strong execution and 70% earnings growth, Facebook shares are not exorbitantly valued.
  • Watch For This Fly In Facebook's Ointment
    Markos Kaminis Yesterday, 12:18 PM 21 Comments

    Summary

    • Facebook shares have been bid up ahead of earnings but are still well off their 52-week high.
    • Given recent performance around the company's EPS reports and the operating leverage in the business opportunity, there appears a strong likelihood of further gains this week.
    • However, increasingly, membership growth should garner the attention of investors, and if Facebook's hedging efforts I see in Instagram and Oculus fall short, could factor against the stock.
  • Facebook: A P/E Of 95 And Cheap At The Price?
    Shiv Kapoor Yesterday, 8:27 AM 50 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 Tue, Apr. 22 10 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 Tue, Apr. 22 45 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 Tue, Apr. 22 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 Tue, Apr. 22 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 Tue, Apr. 22 13 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 Tue, Apr. 22 22 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 57 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 48 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 74 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.
FB vs. ETF Alternatives
Company Description

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