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nlightn

Re: None

Tuesday, 10/07/2014 11:15:14 AM

Tuesday, October 07, 2014 11:15:14 AM

Post# of 364775
$TWTR,...Twitter gains; Deutsche forecasts huge ad sales growth

Though Twitter (TWTR +2%) currently trades at 17x its consensus 2015 sales forecast, Deutsche's Ross Sandler (Buy, $60 target) estimates shares go for only 5.7x 2017 sales, assuming Twitter's ad load and prices end up matching those for Facebook's mobile news feed ads; he considers the ad price assumption conservative.

Sandler adds Twitter can boost engagement (and with it, ad sales) for the 500M+ monthly unique visitors who aren't logged in by algorithmically creating "unique 'logged off' user experiences." He observes the average logged-off user only accesses Twitter 1-2 times/day; those logged in visit 7 times/day.

Shares are near their highest levels since February on a down day for equities. JPMorgan upgraded last Thursday.

invest at your own risk, based on your own due diligence, at your own risk tolerance

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