On Nov 01, major Wall Street analysts update their ratings for $Meta Platforms (META.US)$, with price targets ranging from $600 to $719.
Morgan Stanley analyst Brian Nowak maintains with a buy rating, and maintains the target price at $600.
J.P. Morgan analyst Doug Anmuth maintains with a buy rating, and adjusts the target price from $640 to $660.
BofA Securities analyst Justin Post maintains with a buy rating, and adjusts the target price from $630 to $660.
Citi analyst Ronald Josey maintains with a buy rating, and adjusts the target price from $645 to $705.
Barclays analyst Ross Sandler maintains with a buy rating, and adjusts the target price from $550 to $630.
Furthermore, according to the comprehensive report, the opinions of $Meta Platforms (META.US)$'s main analysts recently are as follows:
Meta Platforms continues to project a substantial rise in capital expenditures for 2025. Results also showcased several counterbalances that demonstrate the anticipated returns on these investments, such as an increase in revenue dollar growth in 2024, estimated at approximately $28 billion. There is also a possibility for advertising revenue growth in 2026 and subsequent years, owing to the opportunity to generate additional revenue through new products enabled by generative AI.
Following the Q3 earnings release, there was a slight downturn in share value, which can be ascribed to a robust Q4 revenue forecast being counterbalanced by projections of substantial capital expenditure and infrastructure-related costs for 2025. Despite a shift in focus from immediate earnings to long-term potential, it's recognized that the company has reaped considerable benefits from AI within its core advertising segment and possesses an impressive product roadmap with initiatives such as Meta AI and Llama. The strong fundamental revenue growth and consistent operational performance provide the company with the latitude to make significant investments in AI technology. Revenue projections for 2025 and 2026 have been modestly revised upwards based on the latest earnings outcomes.
Following Meta Platforms' Q3 revenue and EPS surpassing expectations, along with a Q4 outlook that aligns with existing market projections, revenue estimates for 2025 have been increased by 3% and EPS by 6%. This adjustment accounts for an anticipated rise in ad monetization, which is slightly tempered by an expected increase in R&D and capital expenditures.
Meta Platforms appears to be regaining its strong market position, as demonstrated by growth surpassing that of the digital advertising industry, enhancements in the business driven by artificial intelligence, and the CEO's assertive strategic planning, which includes significant investments. Long-term technology investors may view these developments positively, yet the recent peak in the company's multiples may also present concerns.
Following the Q3 report, there's an observation of a 20% year-over-year increase in advertising revenue when adjusted for currency fluctuations, along with growth in both ad impressions and pricing. This suggests Meta Platforms is continuing to capture a larger share of overall ad budgets. The enhanced engagement observed on Instagram and Facebook, propelled by Meta's artificial intelligence recommendation engine, underscores the early-stage yet promising returns on its AI investments. Investors are encouraged to consider any post-earnings decline in the share price as an opportunity.
Here are the latest investment ratings and price targets for $Meta Platforms (META.US)$ from 28 analysts:
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美東時間11月1日，多家華爾街大行更新了$Meta Platforms (META.US)$的評級，目標價介於600美元至719美元。
摩根士丹利分析師Brian Nowak維持買入評級，維持目標價600美元。
摩根大通分析師Doug Anmuth維持買入評級，並將目標價從640美元上調至660美元。
美銀證券分析師Justin Post維持買入評級，並將目標價從630美元上調至660美元。
花旗分析師Ronald Josey維持買入評級，並將目標價從645美元上調至705美元。
巴克萊銀行分析師Ross Sandler維持買入評級，並將目標價從550美元上調至630美元。
此外，綜合報道，$Meta Platforms (META.US)$近期主要分析師觀點如下：
Meta平台繼續預計2025年資本支出大幅增長。結果還展示了幾項對這些投資回報的抗衡，例如2024年營業收入美元增長預計約爲280億。考慮到通過生成式AI實現新產品帶來的額外收入增長機會，2026年及以後也可能出現廣告營收增長。
在Q3盈利發佈後，股票價值稍有下降，這可以歸因於強勁的Q4營收預測與2025年大規模資本支出和基礎設施相關成本的預測相抵。儘管關注重點從即時收益轉向長期潛力，但公司已經從其核心廣告業務部門的人工智能中獲得了可觀的收益，並擁有雄心勃勃的產品路線圖，如Meta人工智能和Llama等計劃。強勁的基本營收增長和穩定的運營表現使公司有餘地在AI技術上進行重大投資。根據最新的盈利結果，2025年和2026年的營收預測略微上調。
在Meta平台Q3營收和每股收益超出預期後，以及Q4展望與現有市場預測相符的情況下，2025年的營收預估上調了3%，每股收益上調了6%。這一調整考慮到預計廣告貨幣化增長，稍受預期的研發和資本支出增加的影響。
Meta平台似乎正在重新獲得其強勁的市場地位，增長超過數字廣告行業，業務的增強源於人工智能，CEO的果斷戰略規劃包括重大投資。長期科技投資者可能會積極看待這些發展，然而公司倍數最近的高峰也可能引發擔憂。
根據Q3報告，在調整貨幣波動後，廣告營收同比增長20%，而廣告展示量和定價也有增長。這表明meta platforms繼續奪得更大份額的整體廣告預算。Instagram和Facebook上觀察到的增強互動，得益於Meta的人工智能推薦引擎，凸顯了其人工智能投資的早期但有前景的回報。投資者被鼓勵將股價盤後下跌視爲一個機會。
以下爲今日28位分析師對$Meta Platforms (META.US)$的最新投資評級及目標價：
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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