Twitter (NYSE:TWTR) is lagging both Facebook (NASDAQ:FB) and LinkedIn (NYSE:LNKD.DL) when it comes to user growth, and this has generated material concerns among Wall Street analysts. However, the company is clearly outperforming on revenue, as Twitter is doing a great job at increasing monetization levels. Wall Street could be underestimating Twitter's potential for sale growth via improved monetization.

Andrés Cardenal owns shares of LinkedIn. The Motley Fool recommends Facebook, LinkedIn, and Twitter. The Motley Fool owns shares of Facebook, LinkedIn, and Twitter. 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.