BofA Securities analyst Justin Post maintains $Meta Platforms (META.US)$ with a buy rating, and maintains the target price at $660.
According to TipRanks data, the analyst has a success rate of 67.1% and a total average return of 22.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Meta Platforms (META.US)$'s main analysts recently are as follows:
Meta Platforms is indicating a considerable rise in capital expenditures planned for 2025. Nevertheless, the financial outcomes also showcased multiple factors that mitigate these expenses, demonstrating the expected returns on these investments. This includes an anticipated increase in revenue growth for 2024, approximated at around $28 billion. Additionally, there is the prospect of enhanced advertising revenue in 2026 and subsequent years, driven by the opportunity to generate additional revenue through novel products enabled by generative AI.
The company's stock experienced a 3% decline following the third-quarter earnings release, as a positive forecast for fourth-quarter revenue was counterbalanced by the anticipation of substantial capital expenditures and infrastructure-related costs anticipated for 2025. Analysts acknowledge the shift in the company's focus from immediate earnings to long-term potential, and note the tangible advantages derived from artificial intelligence within its core advertising business. With a robust product pipeline featuring Meta AI, Llama, and additional ventures, it's suggested that the company's solid track record and strong core revenue growth justify substantial investments in AI. Revenue projections for 2025 and 2026 have been modestly increased following the earnings announcement.
Following Meta Platforms' third-quarter revenue and EPS surpassing expectations, and a fourth-quarter outlook that aligns with Street projections, estimates for the company's 2025 revenue and EPS have been lifted. This adjustment accounts for enhanced ad monetization, although somewhat balanced by an uptick in research and development as well as capital expenditures.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Justin Post維持$Meta Platforms (META.US)$買入評級，維持目標價660美元。
根據TipRanks數據顯示，該分析師近一年總勝率為67.1%，總平均回報率為22.7%。
此外，綜合報道，$Meta Platforms (META.US)$近期主要分析師觀點如下：
meta platforms表明計劃在2025年資本開支將大幅上升。然而，財務業績還展示了多個因素，以減輕這些費用，並展示了對這些投資的預期回報。這包括預計2024年營業收入增長，約爲$280億。此外，還有2026年及以後廣告營收增長的前景，受益於通過生成式人工智能啓用的新產品帶來的額外營收機會。
該公司股票在第三季度收益發布後經歷了3%的下跌，因爲第四季度營收的積極預測被2025年預期的大量資本支出和基礎設施相關成本的預期所抵消。分析師們承認公司的關注重點從即期收益轉移到長期潛力，並注意到在其核心廣告業務中從人工智能獲得的實際優勢。通過擁有Meta人工智能、Llama等以及其他業務的強大產品管線，建議公司的良好業績記錄和強勁核心營收增長證明了在人工智能方面進行大量投資的合理性。根據收益公告，2025年和2026年的營收預測已經有所提升。
在Meta平台第三季度營收和每股收益超出預期之後，以及第四季度展望符合街道預期之後，該公司的2025年營收和每股收益估計已經上調。這一調整考慮了廣告變現增強，儘管在研發支出和資本支出上升方面略微平衡。
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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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