Social Media connects the world on a global grid.
Never before in our history have we as a collective people, been able to reach across the world to a new market to show our product or service.
LINKEDIN CORPORATION MATTHEW MORROW LINKEDIN (LNKD) Q4 BEATS ESTS, GIVES VIEW. CANACCORD RAISES TARGET, KEEPS BUYAnalyst Michael Graham tells salesforce LNKD reported strong Q4 results, as rev./adj. EBITDA were $167.7M/$34.4M, beating his ests of $162.0M/$24.0M, Street's $158.0M/$21.3M.
Notes Marketing Solutions and Premium Subscription provided much of upside to his numbers as co. significantly improved moneitzaion of page views, increased penetration of premium subscriptions among its members. Says co. had 145M members at end of Dec. '11, more than 150M at end of Jan., suggesting member growth continuing unabated. Raises $0.47 '12 adj. EPS est. to $0.67; $85 tgt to $95.
Going forward, LinkedIn thinks the momentum will continue. The fiscal 2012 forecast is for revenues of $840 million to $860 million, ahead of Wall Street estimates for $828 million!
Despite the U.S. unemployment index actually slipping by 0.4% in November,Monster’s (NYSE:MWW) stock has stayed at August 2011 levels of around $7.50-$8.00, representing roughly a $1 billion market cap. This erosion of roughly $2 billion in market cap over 2011 is brewing interest in the company’s potential buyout again, considering that the stock is cheap as of now. One of the potential contenders could be arch rivalsLinkedIn(NYSE:LNKD), who could be seeing some synergies with Monster.
(Dow Jones) Collins Stewart recommends buying LinkedIn (LNKD) as it starts coverage of the professional networking site, saying it's "the only company providing passive recruiting at scale." It adds LNKD has plenty of room to grow as it has less than 1% of the $85B talent-acquisition market and has shown ability to raise prices without affecting volume. The investment bank admits, though, that LNKD's valuation at 62 times projected 2013 earnings leaves "little room for error." Collins Stewart sets an $86 price target, short of the north-of-$100 values the company saw in its post-IPO surge. LNKD closed Wednesday at $61.73 and is inactive premarket.
