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Pac-12 Streaming Agreement Keeps Twitter Inc (TWTR) Stock Rally Alive

Twitter Inc's (NYSE:TWTR) agreement with the Pac-12 Conference is the latest in a series of deals

Jul 14, 2016 at 3:06 PM
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Twitter Inc (NYSE:TWTR) shares have had a turbulent history. The stock rocketed to all-time highs above $70 shortly after going public back in 2013, but it's been all downhill since. TWTR has lost almost half its value in the past 12 months, and, after releasing disappointing earnings, was trading at all-time lows in May. Since then, though, the shares have bounced back, as the highly scrutinized company has struck a series of deals. 

Just this morning, Twitter and the Pac-12 Conference announced a new streaming agreement for live events. The deal comes just a day after Twitter signed a similar agreement to stream financial news with Bloomberg, while reports last week suggested the company has been in talks with the NBA and Major League Soccer. What's more, Twitter also struck a deal with the NFL back in April, beating out tech rivals in the process, while agreeing to stream the Democratic and Republican national conventions, and investing $70 million in SoundCloud.

As alluded to, TWTR stock has been on the rise amid this string of deals. Since the shares hit an all-time low of $13.73 in May, they've gone on to add 31%, including today's 1.4% pop to trade at $17.99. Of course, this comes as the S&P 500 Index (SPX) has stormed to all-time highs -- but TWTR has still outpaced the broad-market index by close to 18 percentage points over the past two months. 

On the other hand, the shares are still having trouble eclipsing the $18 level -- which equates to a roughly $12.4 billion market cap, according to Google Finance. This area has been blocking TWTR breakout attempts since April, but the shares have managed to close above the round-number mark twice this month, and could still manage to do so again today. 

While it's anyone's guess whether all this will translate into a strong second half of the year for the shares, TWTR options remain attractively priced -- as we've recently noted. It certainly appears many traders are betting on a move to the upside, asearly seven calls have been bought to open for every put during the past two weeks at the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX). And if you're unsure whether you can put your faith in the social media stock, the possibility of future M&A developments remains. 

Schaeffer's Expiration Week Countdown subscribers just made 200% GAINS on Twitter (TWTR) calls! Sign up now for a trial subscription.
 

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