Goldman Sachs bullish on Snap, bearish on Twitter in social-media initiation

seekingalpha2021-09-14

Along with its bullish initiations on Facebook and Alphabet today in new coverage of U.S. large-cap Internet stocks, Goldman Sachs also diverged on a pair of other social-media names: Snap and Twitter...

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WarenKong
2021-09-14
WarenKong
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Sing2me
2021-09-14
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As with its other new ratings, it says the Snap case if framed around three debates.\nIt's increasingly likely that Snap can hit its target of 50%-plus revenue growth in the coming three years, with upward pressure coming from global user growth, platform revolution and product evolution, the firm says.\nIt also believes the company can scale its margin structure, expecting EBITDA margins to go from -13% in 2021 to 40% in 2026. And it says platform/product innovation will keep driving industry-leading growth.\nSnap should generate a 2021-2026 revenue compound annual growth rate of about 41% (thanks to a mix of user growth, ad price inflation, and product innovation in core advertising).\nGoldman has a $90 price target, now implying 27% upside.\nConversely, the firm is starting coverage of Twitter (TWTR-3.3%) at Sell - saying it sees the company less as a social media platform and more as a differentiated media/publishing platform.\nThe \"town square\" aspect of Twitter is what offers a unique proposition for users, Goldman says, so the main debate is whether Twitter can \"morph its core use case to appeal to a wider, more scaled audience base; and/or (b) execute against more niche monetization opportunities (e.g., creator monetization, etc.) that align with the platform’s current distribution.\"\nIts five-year forecasts are \"broadly\" below current consensus, though; it expects five-year revenue CAGR of about 17%.\nA $60 price target now lines up with current pricing of $59.55.\nThe Street is Neutralon Twitter, while Seeking Alpha authors are Bullish; it has a Quant Rating of Neutral.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":886650223,"gmtCreate":1631587754662,"gmtModify":1631891593634,"author":{"id":"4088169240998280","authorId":"4088169240998280","name":"WarenKong","avatar":"https://static.tigerbbs.com/5055a79d76db4aeb24a509efb6b3d1db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4088169240998280","authorIdStr":"4088169240998280"},"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886650223","repostId":1171392544,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5861798,"gmtCreate":1631589763300,"gmtModify":1631891593638,"authorId":3575125836760247,"author":{"id":3575125836760247,"idStr":"3575125836760247","authorId":3575125836760247,"name":"Singman","avatar":"https://static.tigerbbs.com/d770feb757705f2d631d2d5f381ae07b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":886650223,"type":1,"supId":0,"prevId":0,"content":"like <u>too</u>","text":"like <u>too</u>","html":"like <u>too</u>"}],"langContent":"EN"},{"id":886624150,"gmtCreate":1631587618370,"gmtModify":1631890942495,"author":{"id":"3571448024288156","authorId":"3571448024288156","name":"Sing2me","avatar":"https://static.tigerbbs.com/f485854808e05893440cba75ca2a8b6a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571448024288156","authorIdStr":"3571448024288156"},"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886624150","repostId":1171392544,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5861458,"gmtCreate":1631587762894,"gmtModify":1631890942491,"authorId":4088169240998280,"author":{"id":4088169240998280,"idStr":"4088169240998280","authorId":4088169240998280,"name":"WarenKong","avatar":"https://static.tigerbbs.com/5055a79d76db4aeb24a509efb6b3d1db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":886624150,"type":1,"supId":0,"prevId":0,"content":"Like","text":"Like","html":"Like"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":51,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1171392544"}