Fri, 4 Oct 2013
Twitter has built a highly unique and proprietary content-distribution platform, but the initial public valuation is likely to be quite rich, says Morningstar's Rick Summer.
Morningstar analyst Rick Summer estimates a floor on the shares at $15, upside potential of $50, and a current scenario-weighted fair value of $26.
Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.
Although revenue surged in its mobile segment, the social-networking giant will experience slowing growth in the future, says Morningstar's Rick Summer.
Wide-moat social media company seeing growth in users, engagement, and online advertising as shares trade in 3-star territory.
It will be a volatile ride, but Facebook's strong competitive advantages and growth opportunities could be the recipe for a hefty valuation, says Morningstar's Rick Summer.
With lower user time spent on its platform and user data collected, Twitter's ad revenue has constraints versus Facebook , and investors should moderate their expectations.
We've lowered our fair value estimate and downgraded our moat rating for the social media firm as the slowdown in user growth will hamper monetization.
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