Stifel analyst Mark Kelley maintains $Meta Platforms (META.US)$ with a buy rating, and adjusts the target price from $663 to $692.
According to TipRanks data, the analyst has a success rate of 70.2% and a total average return of 30.8% 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 signaling a marked rise in capital expenditures for 2025, yet the results concurrently underscored various factors that will showcase the benefits of these investments. Specifically, there is an anticipated substantial increase in revenue growth by 2024, estimated at approximately $28 billion. Additionally, there is a possibility for enhanced advertising revenue in 2026 and subsequent years, which could stem from the introduction of new products driven by generative AI technologies.
Following the release of Q3 results, there was a slight decline in share value as solid Q4 revenue projections were counterbalanced by anticipated considerable increases in capital expenditures and infrastructure costs in the coming years. Despite a shift in focus from immediate earnings to long-term prospects, the benefits of artificial intelligence have become evident in the core advertising business. With significant innovations in Meta AI, Llama, and other projects, the company's robust fundamental revenue growth and proven execution capabilities provide it with the latitude to invest substantially in AI. Revenue predictions for the years 2025 and 2026 have been moderately elevated post-earnings update.
Following Meta Platforms' Q3 revenue and EPS surpassing expectations and a Q4 outlook that aligns with current projections, there's been an increase in the 2025 revenue estimate by 3% and EPS by 6%. This adjustment accounts for an uptick in ad monetization, tempered slightly by increased R&D and capital expenditures.
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斯迪富分析師Mark Kelley維持$Meta Platforms (META.US)$買入評級，並將目標價從663美元上調至692美元。
根據TipRanks數據顯示，該分析師近一年總勝率為70.2%，總平均回報率為30.8%。
此外，綜合報道，$Meta Platforms (META.US)$近期主要分析師觀點如下：
Meta Platforms預示着2025年的資本支出將顯著增加，但結果同時強調了各種因素，這些因素將顯示這些投資的好處。具體而言，預計到2024年，收入將大幅增長，估計約爲280億美元。此外，有可能在2026年及以後幾年增加廣告收入，這可能源於由生成式人工智能技術驅動的新產品的推出。
第三季度業績公佈後，股價略有下降，原因是第四季度穩健的收入預測被未來幾年資本支出和基礎設施成本的大幅增長所抵消。儘管重點從即時收益轉移到了長期前景，但人工智能的好處在覈心廣告業務中已變得顯而易見。憑藉 Meta AI、Llama 和其他項目的重大創新，該公司強勁的基本收入增長和久經考驗的執行能力爲其在人工智能上進行大量投資提供了自由度。業績更新後，對2025年和2026年的收入預測略有上升。
繼Meta Platforms第三季度收入和每股收益超出預期以及第四季度前景與當前預測一致之後，2025年的收入估計增長了3％，每股收益增長了6％。這一調整導致廣告獲利增加，但研發和資本支出的增加略有抑制。
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