Meta Exemplifies Benefits Of Founder Leadership More Than Any Other Mega Cap Including Nvidia: Analyst
Meta Exemplifies Benefits Of Founder Leadership More Than Any Other Mega Cap Including Nvidia: Analyst
DA Davidson analyst Gil Luria initiated coverage on Meta Platforms Inc (NASDAQ:META) with a Buy rating and a price target of $600.
DA Davidson分析師吉爾·盧里亞對Meta Platforms Inc（納斯達克代碼：META）進行了買入評級，並給出了600美元的目標價。
Luria noted Meta Platforms as a top pick within the mega-cap space, with a combination of emerging leadership in the most critical future technology platforms and an attractive relative valuation.
盧里亞指出，Meta Platforms是大市值領域中的首選，結合了在最關鍵的未來技術平台上新興領導力和具有吸引力的相對估值。
The analyst said Meta Platforms has skillfully positioned itself as the open source leader for major technology platforms: AI Foundation Compute and Spatial Compute.
該分析師表示，Meta Platforms已巧妙地將自己定位爲主要技術平台的開源領導者：AI基礎計算和空間計算。
Unlike previous revolutionary innovations, Luria noted that a mega-cap could only win these two future platforms.
盧里亞指出，與之前的革命性創新不同，只有大市值公司才能贏得這兩個未來平台。
While previous technology innovation was driven by nimble startups, AI and Spatial Computing require unprecedented scale, reach, and capital, the analyst said.
該分析師表示，之前的技術創新是由靈活的初創企業推動的，而人工智能和空間計算則需要前所未有的規模、覆蓋範圍和資本。
While Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), Apple Inc (NASDAQ:AAPL), Amazon.Com Inc (NASDAQ:AMZN), and Microsoft Corp (NASDAQ:MSFT) are crowding into the closed garden side of these platforms, Meta Platforms has the pole position on the open side, Luria noted.
盧里亞指出，儘管Alphabet Inc（納斯達克代碼：GOOG）（納斯達克代碼：GOOGL）、Apple Inc（納斯達克代碼：AAPL）、Amazon.Com Inc（納斯達克代碼：AMZN）和Microsoft Corp（納斯達克代碼：MSFT）正在進入這些平台的封閉花園，但Meta Platforms在開放方面處於領先地位。
The analyst expects the closed-garden side of the AI compute platform to be an expensive fight between the Big Techs, but he noted that Meta is almost entirely alone on the open-source side.
該分析師預計人工智能計算平台的封閉花園方面將是大型科技公司之間的一場昂貴搏鬥，但他指出Meta基本上是唯一一個在開源方面領先的公司。
Google will need to manage the headwind of transitioning to AI-enhanced Search, Meta is already reporting how the advancements in AI are driving better ad delivery and yields, Luria flagged.
盧里亞指出，谷歌將需要應對向AI增強搜索過渡的阻力，而Meta已經在報告人工智能的進展如何推動更好的廣告投放和收益。
In spatial computing, the analyst expects the tens of billions Meta Platforms have poured into Reality Labs to become the moat that positions Meta Platforms as the open-source winner alongside Apple's closed garden.
在空間計算中，分析師預計數以十億計的技術公司將大力投入現實實驗室，這將成爲meta platforms作爲開源贏家的護城河，與蘋果的封閉生態並駕齊驅。
The analyst said Meta exemplifies the benefits of being led by its founder more than any other mega-cap, including Nvidia Corp (NASDAQ:NVDA).
分析師表示，meta就像任何其他大型公司一樣，體現出了由創始人領導的益處，包括英偉達公司（納斯達克: 英偉達）。
Luria's price target represents 24x 2025 EPS, a premium to Alphabet based on better positioning. The analyst noted that at 21x, Meta Platforms, aside from Alphabet, is the least expensive mega-cap, even before factoring in the option to sever Reality Lab's losses, which would take the multiple down to 16x, thus providing downside protection.
盧里亞的目標股價代表2025年每股收益的24倍，是基於更好的定位對字母表的溢價。分析師指出，以21倍計算，meta platforms除了字母表之外，是最便宜的大型公司，甚至在考慮去除現實實驗室虧損賠償選擇之後，倍數將下降到16倍，從而提供下行保護。
For Meta Platforms, Luria projected third-quarter revenue of $40.2 billion and EPS of $5.25.
對於meta platforms，盧里亞預測第三季度營業收入爲402億美元，每股收益爲5.25美元。
Price Action: META stock is up 0.30% at $506.30 at the last check on Tuesday.
股價走勢：meta股價週二最後一次檢查時上漲0.30%，報506.30美元。
譯文內容由第三人軟體翻譯。