Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of microblogging giant Twitter Inc (NYSE:TWTR) plunged 10% today after its quarterly results and outlook disappointed Wall Street.

So what: The stock had pulled back sharply since its December highs on serious concerns over slowing user growth, and today's Q1 results, coupled with conservative guidance, only reinforce those worries. While Twitter's revenue more than doubled, the company's monthly active users only increased 5.8% to 255 million over the three previous months, suggesting it might not have the mainstream appeal to become a super-sized social media platform like Facebook.

Now what: Twitter now expects full-year revenue of $1.2 billion to $1.25 billion, bracketing the average analyst estimate of $1.24 billion. "Revenue growth accelerated on a year over year basis fueled by increased engagement and user growth," said CEO Dick Costolo. "We also continue to rapidly increase our reach and scale. With the integration of MoPub, we now reach more than 1 billion iOS and Android users each month, making us one of the largest in-app mobile ad exchanges in the world and the only one at scale to offer native in-app advertising." More important, with Twitter continuing to boast a rock-solid balance sheet and its shares now at their lowest point since going public last fall, the downside might be limited enough to buy into that bullishness. 

Six stock picks poised for incredible growth
They said it couldn't be done. But David Gardner has proved them wrong time, and time, and time again with stock returns like 926%, 2,239%, and 4,371%. In fact, just recently, one of his favorite stocks became a 100-bagger. And he's ready to do it again. You can uncover his scientific approach to crushing the market and his six carefully chosen picks for ultimate growth instantly, because he's making this premium report free for you today. Click here now for access.

Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends Facebook and Twitter. The Motley Fool owns shares of Facebook. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.