Cantor Fitzgerald analyst Deepak Mathivanan maintains $Meta Platforms (META.US)$ with a buy rating, and adjusts the target price from $660 to $670.
According to TipRanks data, the analyst has a success rate of 63.4% and a total average return of 21.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Meta Platforms (META.US)$'s main analysts recently are as follows:
Ad budgets experienced an acceleration from August into September, attributed to a surge in political and brand advertising, alongside a rise in consumer sentiment. Furthermore, Meta Platforms saw benefits from political spending and advancements in optimization and efficiencies.
The firm is revising its expectations to account for the significant short-term revenue generated from political advertising and the ongoing uncertainties surrounding TikTok. Despite this, there is an indication from expert ad channel checks that Meta Platforms' one-time revenue boosts are diminishing and that the consumer packaged goods and leisure sectors are showing signs of weakening. It is also highlighted that the firm's projections for the company's capital expenditures in FY25 stand at $50 billion, compared to the broader market consensus of $46 billion.
Insights indicate that the advertising market maintained its strength in the third quarter. This, along with positive shifts in various major currencies, could lead to outcomes that surpass current revenue and profitability projections for Meta Platforms. Additionally, anticipated product developments at Meta are expected to continue driving robust growth through to 2025.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
坎托·菲茨杰拉德分析師Deepak Mathivanan維持$Meta Platforms (META.US)$買入評級，並將目標價從660美元上調至670美元。
根據TipRanks數據顯示，該分析師近一年總勝率為63.4%，總平均回報率為21.2%。
此外，綜合報道，$Meta Platforms (META.US)$近期主要分析師觀點如下：
從8月到9月，廣告預算有所加速，這要歸因於政治和品牌廣告的激增以及消費者信心的上升。此外，Meta Platforms還從政治支出以及優化和效率的進步中受益。
該公司正在調整其預期，以考慮到政治廣告產生的大量短期收入以及圍繞TikTok的持續不確定性。儘管如此，專家廣告渠道調查顯示，Meta Platforms的一次性收入增長正在減少，包裝消費品和休閒行業顯示出疲軟的跡象。還強調指出，該公司對25財年公司資本支出的預測爲500億美元，而更廣泛的市場共識爲460億美元。
見解表明，廣告市場在第三季度保持強勁。再加上各種主要貨幣的積極變化，可能導致業績超過Meta Platforms當前的收入和盈利預期。此外，預計到2025年，Meta的預期產品開發將繼續推動強勁增長。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
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。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
