Facebook (FB) Tops Q3 EPS by 3c

Facebook (FB) PT Trimmed at BofA/Merrill Lynch; Self-Inflicted Pain Should Yield Long-Term Benefits

BofA/Merrill Lynch analyst Justin Post lowered estimates slightly and his price target on Facebook (NASDAQ: FB) to $88.00 (from $92.00) following Q3 results but maintained a Buy rating. The firm highlights another 'clean' beat in the quarter but notes expense growth guidance of 50-70% was a... More

Facebook (FB) Sell-Off Appropriate But Add on Weakness Over Time, Deutsche Bank Said

Deutsche Bank analyst Ross Sandler reiterated a Buy rating and $90 price target on Facebook (NASDAQ: FB) following Q3 results noting "a little ice bucket dumped on the bull-case, but we're still warm."

Sandler commented, "Facebook reported strong 3Q revenue and EBITDA, which were 4% and... More

Buy the Dip in Facebook (FB), RBC Capital Says

RBC Capital analyst Mark Mahaney reiterated a Outperform rating and $92 Facebook (NASDAQ: FB) following strong Q3 results with a material increase in opex. The analyst is telling clients to Buy the dip.

Keys in the quarter, according to the analysts: 1. More Friends MAUs up 14% Y/Y to 1.35B (excl. Instagram & WhatsApp), better than expected; 2. More Friendliness DAU/MAU ratio (measure of engagement) rose to record-high 64% overall and expanded in every geography; 3. Broad Geographic Growth 50%+ Ad Rev growth in every region; 4. Rising... More

Facebook (FB) Results Neutral Overall, Negative vs Expectations - BMO Capital

BMO Capital analyst Daniel Salmon reiterated a Market Perform rating and $72 price target on Facebook (NASDAQ: FB) following Q3 results calling them neutral overall, but negative versus expectations.

Salmon comments, "A similar story to TWTR: inline 3Q results and 4Q revenue guidance werent enough to meet expectations. Compounding this is higher-then-expected 2015 cost growth at FB. We have... More

Facebook (FB) Expense Growth a Negative Surprise But Thesis Intact, Piper Jaffray's Munster Says

Piper Jaffray analyst Gene Munster reiterated an Overweight rating on Facebook (NASDAQ: FB) but cut his price target to $82.00 (from $90.00) following Q3 results and disclosure of a heavy investment cycle in 2015.

Munster comments, "We believe the reaction of shares of FB in the after market (down 8%) is driven by the company's unexpected guidance for Q4 revenue and CY15 expenses. We believe that the... More

Facebook (FB) Estimates Raised at Sterne Agee Following Strong Q3

Sterne Agee analyst Arvind Bhatia reiterated a Buy rating and $85 price target on Facebook (NASDAQ: FB) following strong Q3 results.

Bhatia comments, "Facebooks execution continues to be strong and we believe very few companies in the world have the reach, the audience engagement and... More

Buy of Facebook (FB) on Weakness, Needham & Company Says

Needham & Company analyst Laura Martin lowered estimates on Facebook (NASDAQ: FB) following Q3 results and guidance but maintained a Buy rating and $93 price target saying they would be buyers on weakness.

Martin comments, "FB initiated its call with an overview of their 3, 5... More

Facebook's (FB) High Expectations and Heavy Investment Weigh On Strong Results, Janney Capital Says

Janney Capital analyst Tony Wible reiterated a Neutral rating and lowered his price target on Facebook (NASDAQ: FB) price target of $78.00 (from $82.50).

Wible comments, "FB's 3Q revenue and earnings beat was marred by lower revenue guidance for 4Q, the prospect of heavy... More

Facebook (FB) Qtr 'Strong' But Noticeably High Opex Guidance, Evercore Partners Says

Evercore Partners Ken Sena reiterated a Buy rating and $95 price target on Facebook (NASDAQ: FB) following Q3 results.

Sena commented, "On a strong quarterly result, FB provided a noticeably high opex guide on 2015 at the mid-point (a quarter earlier-than-expected) and an uncharacteristic top-line... More

Facebook (FB) PT Trimmed to $86 at Susquehanna

Susquehanna analyst Brian Nowak maintained his Positive rating on Facebook (NASDAQ: FB) following Q3 results but trimmed his price target to $86.00 (from $88.00).

"Solid 3Q top-line & profitability and more drivers for strong ad budget growth into 2015...but '15 opex growth guidance could weigh on stock... More

Facebook (FB) Sees Q4 Revenue up 40%-47%

Facebook (NASDAQ: FB) Sees Q4 Revenue up 40%-47%