There never seems to be a middle ground on Facebook (NYSE:FB), as opinions run very hot or cold based on the latest data point (real or imagined) concerning the company. There's no question that Facebook surprised the Street with its mobile ad revenue growth this quarter, and user data seems to run counter to the worries that users are disengaging from Facebook. While I remain basically bullish on the company (and the stock), that comes with the warning that sell-side analysts are significantly jacking up their estimates in the wake of this quarter and any shortfall in the third quarter will be swiftly and brutally punished.
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Investopedia: Has Facebook Crossed The Mobile Threshold?
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