Facebook (FB - Get Report) stock's next "major catalyst" will be monetizing its Messenger app, Barclays analysts Ross Sandler and Deepak Mathivanan said one day after Facebook announced beta testing of targeted ads in the Messenger program.

Sandler and Mathivanan noted that Facebook's Instagram added ads in mid-2015, which accelerated revenue growth. This makes them bullish on Facebook's newly monetized Messenger, they said. They predict $9 billion in ad revenue for the second quarter.

The analysts see modest upside to consensus revenue and EPS for the second quarter. Margin compression should ease in the second quarter because the Oculus litigation costs from the first quarter are complete.

Sandler and Mathivanan rate the company as "overweight" with a price target of $168, up from their previous target of $160.

Facebook shares traded up 1.2% to $157.17 each on Wednesday morning.

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Money is just being given away: Warren Buffett donated roughly $3.17 billion of Berkshire Hathaway Inc. (BRK.A - Get Report) (BRK.B - Get Report) stock earlier this week to the Bill and Melinda Gates Foundation and four family charities.

It is the 86-year-old billionaire's largest contribution in his plan to give away his fortune. In 2010, Buffett, Microsoft Corp. (MSFT - Get Report) co-founder Bill Gates and his wife created The Giving Pledge, a project that encourages billionaires to give more than half of their wealth to philanthropy. TheStreet takes a look at some of the wealthiest people who have pledged to give their money to charity when all is said and done.

A return of a bothersome issue for Walmart: Beginning in 2013, reports began circulating that Walmart Stores Inc. (WMT - Get Report) was dealing with an out-of-stock issue at its stores nationwide.

At the time, Walmart attributed the problem to a reduction in employees as it worked to cut costs. Fast forward to 2017, and the issue appears to be resurfacing, reports TheStreet's Lindsay Rittenhouse.

Paypal should cut a big check: It could be time for PayPal (PYPL - Get Report) to get cracking on a bid for fellow payments processor Square (SQ - Get Report) , TheStreet reports.

The purchase of Square would give PayPal increased acceptance with bricks and mortar retailers, Loop Capital analyst Joseph Vafi writes in a new note. All in, the deal would further PayPal's efforts to become a "true, two sided network," according to Vafi.

Vafi estimates PayPal would be able to pay a 30% premium for Square, valuing the company at more than $12 billion using current prices.

Tesla gets some more love: Shark Tank Star Kevin O'Leary said Tesla (TSLA - Get Report) CEO Elon Musk is a modern day Michelangelo. "He is a genius - I can't say enough good things about what he does for all sectors that he gets involved in," O'Leary told TheStreet's Scott Gamm in an interview.

Although to be fair, O'Leary is more fond of Tesla's product than its stock.

"I'm an investor and at the end of the day, I look at each opportunity to put money in harms way - one stock at a time and that's not a stock I own," he said. O'Leary is also the Chairman of O'Shares ETF Investments.

Facebook is a holding in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells FB? Learn more now.

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