SunTrust Calls Twitter's Upcoming Analyst Day A Watershed Moment

SunTrust analyst Robert Peck weighed in on Twitter Inc's TWTR inaugural analyst day on November 12, which he terms a "watershed moment."

SunTrust maintains Buy, but feels analyst day is very important. The firm believes that the company needs to address the investor questions below, to allay recent investor concerns and create a positive catalyst for stock. Conversely, they note that an unsuccessful analyst day could weigh on shares.

Peck goes on to list the Top 10 Investors' Topics Needed to Be Addressed at Twitter's Investor Day

"1) Core MAUs. What is the detailed strategy to reinvigorate core MAU growth both in the near term and longer term?
2) Non-Logged In & Auto Feed MAUs. How can the company tap into the 1-2x MAU non-logged in user base?
3) Engagement (TLVs). How can Time Line Views per MAU (a proxy for engagement) stabilize?
4) Cohort Trends and Improvement Strategies. Looking at cohorts of users, what have been the trends
5) Main Stream Usage and Int'l Growth.Can management walk though each monetization lever
7) Nascent Revenue Streams & the Amplify (2nd Screen) Opportunities. What are the functionality improvements and monetization outlook
8) Management Stability. Does management finally have the right team in place to execute on product development, engineering, and sales?
9) Margins & Cash Use. Why can't long term margins approach Facebook's and how should investors think about cash use from the balance sheet?
10) $10B Long Term Revenue Potential"

Twitter was down 1.5 percent in the premarket, trading around $40.87.