Out Fox The $treet

Citron Research issued a $20 price target that isn't likely to be reached. The negative call is based on a 2017 report that's already outdated. The 2019 revenue growth rate doesn't accurately reflect the ongoing turnaround of the social media platform. A healthier Twitter will exceed the growth rates of competitors, warranting a higher stock price. The social media space continues to get hit by fears of data privacy and abuse mostly related to prior years.   Twitter   ( TWTR ) ended down more than 23% to $27 last week as Citron Research flipped back to negative on the stock based on a study of 2017 tweets by Amnesty International. My   previous research already discussed the improved health of the network and this report doesn't appear to do anything but prove why the company has aggressively moved to cut trolls. Read the full article on Seeking Alpha.  Disclosure: Long TWTR. Please review the disclaimer page for more details.   

Based in part on the negative call by Citron Research, Wayfair (W) is down below $85 now. My previous articles ($$) were negative on the stock due to the similar issues of diseconomies of scale. Until the online furniture company shows that offering a global delivery network for heavy furniture items can scale profitably, the stock is likely to struggle. Citron has a $40 target on the stock, but something closer to $70 appears the most likely short-term target. My view is more constructive long term. The retail experience in the furniture market is less than desirable leaving a big opportunity for Wayfair that offers a better service and selection. The question is whether the company can leverage an already large tech department and turn this into a real business. Disclosure: No position. Please review the disclaimer page for more details. 

Citron Research published a $20 price target on BlackBerry. The stock is already up significantly off the recent lows and trades at a market multiple for a growth company. BlackBerry has upside potential on momentum, but the stock lacks the multiple expansion of Nvidia. Citron Research published a  report  placing a $20 target on  BlackBerry (NASDAQ: BBRY ). The opinion was shaped on the back of the incredible gains of  Nvidia  (NASDAQ: NVDA ) as the market made a sea change rerating of the stock, based on limited revenue growth and the recent buyout of  Mobileye (NYSE: MBLY ) at a lofty valuation. Read the full article on Seeking Alpha.  Disclosure: No position. Please review the disclaimer page for more details.