Halftime Report

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Halftime Report

Can the NFL save Twitter?

There's no question Twitter has had a rough run.

The stock has fallen 66% over the past year as investors voice concerns centered on the lack of growth in monthly active users.

Today the social media network announced that it will stream 10 Thursday night Football games via its online platform.

The "Halftime Report" experts weighed in on whether or not this is a Hail Mary that can help the stock.

The downside has been marked for the stock
Joe Terranova
Moving parts confusing investors
VIDEO3:2903:29
Moving parts confusing investors

This is a move in the right direction, argued Pete Najarian, since Twitter will be attracting new users--specifically young people without televisions. "They [Twitter] need live, and this is live. There is nothing like sports so if it works with the NFL, you start looking at the rest of the professional sports world and this could be meaningful for them," he said.

Stephanie Link, who also believes this is a step in the right direction, is cautiously optimistic. Since the cost of streaming has already been factored into Twitter's guidance, she thinks the company might be able to top expectations next quarter.

But while it's a step in the right direction, Link isn't a buyer since she doesn't believe the partnership will "fix their [Twitter's] problems."

"I think a change is exactly what they need, and I think the downside has now been marked for the stock...I've long argued not to own it, but I certainly would not be short it right now," said Joe Terranova. He further argued that if the partnership turns out well, it might only be a matter of time before Twitter expands to live-streaming other sports, too.

Unlike the other experts, Sarat Sethi isn't optimistic about Twitter's partnership with the NFL. He believes that this is a move in the wrong direction because it will segment Twitter's audience.

Rather than try to strategically pivot, Sethi believes the social media network should focus on its bottom line: the news. "Twitter to me is more about getting the news, getting on top of things," Sethi argued.

Trader disclosure: On April 5, 2016 the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Halftime Report" were owned by the "Halftime Report" traders:

Pete Najarian: Long AAPL, BAC, BMY, DIS, DISCA,GE, KMI, KMI.A, KO, LUX, MRK, PEP, PFE, SAVE. Long Calls: AAL, AAPL, AKS, AMJ, BAC, BAX, CL, COP, CRM, DAL, ECA, EGO, GE, GRPN, HAIN, IBM, KO, KSS, LC, MDLZ,MET, MS, MSFT, POT, SCHW, SLW, SLV, SPG, TCK, UAL, WYNN, XOM, YHOO, ZIOP, EWZ,GDX. Long Puts: HES, PMR, RY, VLO

Sarat Sethi: Long AA, AAL, AAPL, ACN, BWA, CSCO, DAL, DGI, DLPH, F, FB, GE, GM, GOOG, HAR, HON, JWN, LB, M, MSFT, QCOM, SJM, UAL, V, WFM, XPO, YHOO, YUM

Stephanie Link: Long AAPL, AGN, APC, AVGO, BAC, CB,CCL, COST, CRM, CSCO, CVX, DAL, DLPH, DOW, ESRX, GOOG, GOOGL, GS, HDS, HON, JPM, LOW, LPX, LRCX, LULU, MCD, MGM, MSFT, PF, PG, PH, PM, PPG, PRU, RTN, SLB,STI, SWK, SYF, UNH, UPS, URI, V, WBA, WBC, WFC, WHR

Joe Terranova: Long VRTS