Analyst Round-up: LinkedIn

Following

second quarter results, a number of analyst have issued notes describing their take on the company, and the consensus seems to be positive.

- Buy, $250 "Sustainable growth in corporate customers and ARPU, strong user growth/engagement and new products roll out should continue to drive outsized revenue growth/margin expansion over time."

- Buy, $230 "LinkedIn broke the cycle and guided up for the third quarter and 2014 -- and we view this guide as conservative given that LinkedIn continues to execute well on talent solutions, showed acceleration in the marketing solutions business, and recently launched the enterprise version of Sales Navigator."

- Overweight, $241 JP Morgan said LinkedIn had a "strong" second quarter citing talent stabilization, marketing reacceleration and confidence in Sales Navigator re-launch.

- Outperform, $250 "Engagement is still a question, but we are optimistic about new initiatives like job listings international, CRM and advertising."

- Buy, $250 "We are raising our estimates slightly given the higher guidance and we would expect continued upside to estimates, especially if Sales Navigator gains traction."

- Neutral, $225 "LinkedIn had another solid execution quarter, and while company could continue o deliver upside to guidance, we still prefer Facebook

for growth vs. valuation."