This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Why Twitter Shares Have Soared Over the Past Month

Stocks in this article: TWTR FB AMZN

Updated from 9:24 a.m. to include information on new CFO.

NEW YORK (TheStreet) -- Twitter (TWTR) appears to have heeded investors' cries for more engagement, as the company is doing more with its user base, including keeping users up to date on World Cup scores. Investors are responding in kind, sending shares up 20.8% since TheStreet said the micro-blogging site had more upside than Facebook (FB) (up 12.5% over the same time frame).

The World Cup, soccer's biggest event and one that happens every four years, has been a boon for Twitter. Twitter noted that over 300 million tweets were sent during the group play part of the World Cup.

Despite the fact that World Cup has entered the knockout stage, engagement has not stopped. The Brazil/Chile game saw more than 16 million-related tweets, as Brazil (the host country) sweated out a win against Chile, winning the game via penalty kicks.

Why Twitter Has More Upside Than Facebook

How the World Cup Has Helped Twitter

Apple iPhone Ad Sets Tone for Smart Home Products in the Pipeline

The company recently took its App Install Ads feature out of beta, and with the World Cup proving a catalyst for engagement, this isn't lost on Wall Street. Pacific Crest Securities analyst Evan Wilson, who rates shares "outperform" with a $45 price target, believes this was the right move by the company. "With an initial impact in Q2 and a growing impact in Q3, App Install Ads have provided a near-term revenue catalyst at a time when the World Cup appears to have provided a strong engagement catalyst," Wilson wrote in a note. "This combination, plus a negative Street bias, has set up TWTR nicely, especially as investors rotate back to Internet stocks after the March to May sell-off."

App Install Ads could be a huge opportunity for Twitter, as Facebook has seen tremendous success with its App Install ad program, with Wilson believing it could be more than 30% of mobile advertising revenue for Facebook. Once the product is fully ramped up, Wilson believes it could be worth as much as an additional $200 million in revenue for Twitter at its current user base size, an issue that's weighed on Twitter since it went public.

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 18,085.06 +54.85 0.30%
S&P 500 2,091.59 +9.71 0.47%
NASDAQ 4,797.4740 +24.0020 0.50%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs