Why This Twitter Analyst Is Raising The Stock's Price Target
Why This Twitter Analyst Is Raising The Stock's Price Target
Twitter Inc (NYSE:TWTR) shares are up more than 18% over the opening price on Monday on news that Tesla Inc (NASDAQ:TSLA) CEO Elon Musk plans to proceed with his acquisition of the social media platform at the original buyout price of $54.20 per share, or $44 billion.
Twitter Inc（纽约证券交易所代码：TWTR）周一的股价比开盘价上涨18％以上，原因是有消息称，特斯拉公司（纳斯达克股票代码：TSLA）首席执行官埃隆·马斯克计划以每股54.20美元，合440亿美元的原始收购价格继续收购该社交媒体平台。
What Happened: Rosenblatt Securities on Wednesday reiterated a Neutral rating on Twitter. The firm also raised the price target from $37 to $54.20, to reflect Musk's buyout price.
发生了什么：罗森布拉特证券周三在推特上重申了中性评级。该公司还将目标股价从37美元上调至54.20美元，以反映马斯克的收购价格。
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"We up our Twitter price target to $54.20 to reflect what appears now to be a done deal, with Elon Musk dropping his objections and reviving his former offer to take the iconic social media company private at the previously agreed price of $54.20, and Twitter making a statement of expectation that this will be completed," Rosenblatt Securities analysts wrote in a letter to its clients.
罗森布拉特证券分析师在给客户的一封信中写道：“我们将Twitter的目标股价上调至54.20美元，以反映现在看来已经达成的协议，埃隆·马斯克放弃了反对意见，恢复了他先前的提议，即以先前商定的54.20美元将这家标志性社交媒体公司私有化，Twitter也表示预计这将完成。”
With its previous $37 price target, Rosenblatt thought Peiter Zatko's complaints would be problematic for Twitter and give Musk leverage to negotiate a significant price reduction to the deal price. Rosenblatt assumed Musk's bot claims, which form the basis of Musk's case, would be largely unfounded.
根据之前的37美元目标价，罗森布拉特认为皮特·扎特科的抱怨会给Twitter带来麻烦，并使马斯克有机会通过谈判大幅降低交易价格进行谈判。罗森布拉特认为，构成马斯克案基础的马斯克的机器人主张在很大程度上是没有根据的。
"In reality, this didn't happen," Rosenblatt wrote, "reflecting the strength of Twitter's seller-friendly contract."
“实际上，这并没有发生，” 罗森布拉特写道，“这反映了Twitter对卖家友好的合同的力量。”
What's Next: There will be pressure to make significant cost reductions and to better understand the scope of spam bots.
下一步是什么：将面临大幅削减成本和更好地了解垃圾邮件机器人的范围的压力。
Musk has expressed a desire to develop alternative revenue streams and reduce reliance on advertising, mentioning a WeChat or "super app X" model. This is likely a reference to the addition of more features to Twitter, such as e-commerce and payment options.
马斯克表示希望开发替代收入来源，减少对广告的依赖，他提到了微信或 “超级应用X” 模式。这可能是指向Twitter增加了更多功能，例如电子商务和支付选项。
Rosenblatt pointed out Twitter had already started implementing the "edit tweet" function Musk had pushed for. The edit function is being tested by Twitter Blue subscribers in Canada, Australia and New Zealand. Increased tweet character limits, lessening of content regulation and the reinstatement of former President Donald Trump on the platform are other demands made by Musk.
罗森布拉特指出，推特已经开始实现马斯克推动的 “编辑推文” 功能。加拿大、澳大利亚和新西兰的Twitter Blue订阅者正在测试编辑功能。马斯克提出的其他要求是增加推文字符数限制、放松内容监管以及恢复前总统唐纳德·特朗普在该平台上的职务。
Photo: rafapress by Shutterstock
照片：Shutterstock 的 rafapress