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.
戴维森分析师吉尔·卢里亚开始对Meta Platforms Inc（纳斯达克股票代码：META）进行报道，评级为买入，目标股价为600美元。
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.
卢里亚指出，Meta Platforms是大盘股领域的首选，它结合了未来最关键技术平台的新兴领导地位和诱人的相对估值。
The analyst said Meta Platforms has skillfully positioned itself as the open source leader for major technology platforms: AI Foundation Compute and Spatial Compute.
这位分析师表示，Meta Platforms巧妙地将自己定位为主要技术平台的开源领导者：人工智能基础计算和空间计算。
Unlike previous revolutionary innovations, Luria noted that a mega-cap could only win these two future platforms.
与之前的革命性创新不同，卢里亚指出，超级大盘股只能赢得这两个未来的平台。
While previous technology innovation was driven by nimble startups, AI and Spatial Computing require unprecedented scale, reach, and capital, the analyst said.
分析师表示，尽管以前的技术创新是由灵活的初创公司推动的，但人工智能和空间计算需要前所未有的规模、覆盖范围和资金。
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.
卢里亚指出，尽管Alphabet Inc（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）、苹果公司（纳斯达克股票代码：AAPL）、亚马逊公司（纳斯达克股票代码：AMZN）和微软公司（纳斯达克股票代码：MSFT）挤进这些平台的封闭式花园一侧，但Meta Platforms处于空头位置。
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.
这位分析师预计，人工智能计算平台的封闭式花园方面将是大型科技公司之间的一场代价高昂的斗争，但他指出，在开源方面，Meta几乎完全是唯一的选择。
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.
卢里亚表示，谷歌将需要管理向人工智能增强型搜索过渡的不利因素，Meta已经在报告人工智能的进步如何推动更好的广告投放和收益率。
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.
在空间计算领域，分析师预计，涌入现实实验室的数百亿元平台将成为使Meta Platforms与苹果封闭花园并驾齐驱的开源赢家的护城河。
The analyst said Meta exemplifies the benefits of being led by its founder more than any other mega-cap, including Nvidia Corp (NASDAQ:NVDA).
这位分析师表示，Meta比包括英伟达公司（纳斯达克股票代码：NVDA）在内的任何其他大型股都更能体现由其创始人领导的好处。
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.
卢里亚的目标股价是2025年每股收益的24倍，基于更好的定位，这是Alphabet的溢价。这位分析师指出，除Alphabet外，Meta Platforms是最便宜的超级股票，即使在考虑切断Reality Lab亏损的选择之前，Meta Platforms的价格为21倍，这将使倍数降至16倍，从而提供下行保护。
For Meta Platforms, Luria projected third-quarter revenue of $40.2 billion and EPS of $5.25.
对于Meta Platforms而言，Luria预计第三季度收入为402亿美元，每股收益为5.25美元。
Price Action: META stock is up 0.30% at $506.30 at the last check on Tuesday.
价格走势：在周二的最后一次支票中，META股价上涨0.30％，至506.30美元。
Photo by Frederic Legrand – COMEO on Shutterstock
照片由弗雷德里克·罗格朗拍摄 — Shutterstock 上的 COMEO