×

Falling knife? The bullish case on Twitter

Twitter CEO Dick Costolo at the 2014 International CES on Jan. 8, 2014, in Las Vegas.
Ethan Miller | Getty Images
Twitter CEO Dick Costolo at the 2014 International CES on Jan. 8, 2014, in Las Vegas.

Not much went right for Twitter on Tuesday.

Its earnings were mistakenly released early.

Its first-quarter revenue and mobile users fell short of expectations. As did its 2015 forecast.

Its stock plunged by 18 percent.

But as most analysts abandoned the shares, a few brave souls on Wall Street stood behind Twitter's long-term story, seeing the drop as a value opportunity. One analyst even upgraded the shares.

Here's why...