internet stocks analysis
Professional networking site LinkedIn is headed for exciting times as it reports Q1 2014 earnings on 2 May 2014. The company recently made its foray into China with a local language site, the progress of which will be tracked closely by analysts and competitors alike. However, China is a longer term goal. For now, all eyes will be on LinkedIn's revenue in Q1 following the disappointing revenue guidance issued last quarter. We like LinkedIn as a business, but we think the stock is overvalued.
Netflix reported a strong Q1 2014, driven by significant growth in subscriber base and higher monetization. The strong topline growth (22%) and improved leverage in content costs led to margin expansions delivering earnings growth ahead of estimates. However, given the huge growth already priced into the stock, Netflix stock continues to remain risky at its current valuations.
While looking at Twitter’s valuations, one has to keep in mind three key points, Twitter’s slowdown in user growth, the potential slowdown in revenue growth, and the flood of shares that could hit the market on 6 May 2014. At its current valuation, Twitter is overvalued when compared to its peers.
tech stocks news
TWOU: 2U Expands Partnership With USC Rossier School of Education to Launch its First Online Doctorate
CVLT: CommVault Helps Partners Accelerate Revenue with New Enhancements to its PartnerAdvantage Program
FLTX: Fleetmatics Introduces FleetBeat Report, an Industry First, Revealing Fleet Benchmarking Data and the Economic Impact of Commercial Fleet Telematics
ALTR: Altera Achieves Industry Milestone: Demonstrates FPGA Technology Based on Intel 14 nm Tri-Gate Process
SUNE: SunEdison Closes CA$115 Million In Financing To Build 33 MW Of Utility Solar Projects In Ontario, Canada
commented on - Netflix Q1 2014: Strong growth, valuation a concern
commented on - Yahoo Q1 2014: Alibaba surges past expectations
Virendra Singh Chauhan
commented on - PNQI stock price: 62.090
Top gaining stocks from internet industry
|BCOV brightcove inc.||9.03||0.47||5.49%|
|NQ nq mobile inc.||13.83||0.68||5.17%|
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