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.
推特公司（紐約證券交易所代碼：TWTR）股價比周一開盤價上漲了18％以上，原因是有消息稱，特斯拉公司（納斯達克股票代碼：TSLA）首席執行官埃隆·馬斯克計劃以每股54.20美元或440億美元的原始收購價繼續收購該社交媒體平台。
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.
發生了什麼：羅森布拉特證券週三在推特上重申了中性評級。該公司還將目標股價從37美元上調至54.20美元，以反映馬斯克的收購價格。
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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.
羅森布拉特證券分析師在給客戶的一封信中寫道：“我們將Twitter的目標股價上調至54.20美元，以反映現在看來已經達成的協議，埃隆·馬斯克放棄了反對意見，恢復了他先前的提議，即以先前商定的54.20美元將這家標誌性社交媒體公司私有化，Twitter也表示預計這將完成。”
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.
根據之前的37美元目標價，羅森布拉特認爲皮特·扎特科的抱怨會給Twitter帶來麻煩，並使馬斯克有機會通過談判大幅降低交易價格進行談判。羅森布拉特認爲，構成馬斯克案基礎的馬斯克的機器人主張在很大程度上是沒有根據的。
"In reality, this didn't happen," Rosenblatt wrote, "reflecting the strength of Twitter's seller-friendly contract."
“實際上，這並沒有發生，” 羅森布拉特寫道，“這反映了Twitter對賣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.
下一步是什麼：將面臨大幅削減成本和更好地了解垃圾郵件機器人的範圍的壓力。
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.
馬斯克表示希望開發替代收入來源，減少對廣告的依賴，並提到了微信或 “超級應用程序X” 模式。這可能是指Twitter增加了更多功能，例如電子商務和支付選項。
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.
羅森布拉特指出，推特已經開始實施馬斯克推動的 “編輯推文” 功能。加拿大、澳大利亞和新西蘭的Twitter Blue訂閱者正在測試編輯功能。增加推文字符限制、放鬆內容監管以及恢復前總統唐納德·特朗普在該平台上的職務是馬斯克提出的其他要求。
Photo: rafapress by Shutterstock
照片：Shutterstock 的 rafapress