The firm reiterated its "buy" rating and $25 price target on the stock, arguing that Twitter's user growth is strong enough to provide "breathing room to iterate on the product to grow the user base," Barron's reports.
New advertiser growth could serve as a tailwind as Twitter's budgets remain primarily flat, the firm contends. Twitter has been focusing on rolling out self-service tools for small- and mid-market customers to expand its customer base.
Additionally, Twitter could improve monetizeable advertising inventory in areas such as the integrations of Periscope and Vine, Moments and the "logged-out opportunity," according to Monness, Crespi, Hardt & Co., Barron's notes.
Its partnership with Alphabet's (GOOGL) Google could positively impact results in the second half of 2016, especially because Google "has every incentive to see Twitter succeed since it is the portal to crawling real-time information for search results," the firm continues.
Separately, TheStreet Ratings team rates the stock as a "sell" with a ratings score of D.
Twitter's weaknesses include a generally disappointing historical performance in the stock itself.
You can view the full analysis from the report here: TWTR
TheStreet Ratings objectively rated this stock according to its "risk-adjusted" total return prospect over a 12-month investment horizon. Not based on the news in any given day, the rating may differ from Jim Cramer's view or that of this article's author.