Monness analyst Brian White maintains $Meta Platforms (META.US)$ with a buy rating, and adjusts the target price from $570 to $620.
According to TipRanks data, the analyst has a success rate of 68.7% and a total average return of 21.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Meta Platforms (META.US)$'s main analysts recently are as follows:
Following Mark Zuckerberg's Meta Connect keynote, which emphasized Metaverse hardware advancements and extended AI capabilities across Meta's applications, optimism has been expressed regarding the potential of AI Glasses. These are seen to have a wider market appeal compared to VR Goggles. The belief is that through glasses, long-term investors could feel a renewed sense of optimism about Meta's prospects in leading the upcoming wave of personal computing innovation. The enhancement of AI capabilities is anticipated to contribute to increased application usage.
The company's Meta Connect conference showcased ongoing advancements in its artificial intelligence pursuits, which are yielding initial benefits via improvements in core products, particularly in content and advertisements, as well as emerging offerings like Meta AI and developments in the Metaverse. The belief is that the company is justified in its significant investment in AI, given the robust performance of its core operations, the early advantages seen in user engagement and revenue generation, and a more defined AI product trajectory.
The sentiment for Meta Platforms has been positive, with reports indicating a decent performance in advertising for the third quarter, with September showing improvements over August. The near-term estimates remain stable, reflecting confidence in the company's growth trajectory through 2025. This outlook is bolstered by steady macroeconomic trends and expected contributions from messaging, devices, and enhancements driven by artificial intelligence.
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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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Monness分析师Brian White维持$Meta Platforms (META.US)$买入评级，并将目标价从570美元上调至620美元。
根据TipRanks数据显示，该分析师近一年总胜率为68.7%，总平均回报率为21.0%。
此外，综合报道，$Meta Platforms (META.US)$近期主要分析师观点如下：
继马克·扎克伯格的 Meta Connect 主题演讲强调了元界硬件的进步以及在 Meta 应用程序中扩展的人工智能能力之后，人们对人工智能眼镜的潜力表示乐观。与虚拟现实护目镜相比，它们被认为具有更广泛的市场吸引力。人们认为，通过眼镜，长期投资者可以对Meta引领即将到来的个人计算创新浪潮的前景重新感到乐观。预计人工智能能力的增强将有助于增加应用程序的使用量。
该公司的Meta Connect会议展示了其在人工智能领域取得的持续进展，这些进展通过核心产品的改进，尤其是内容和广告的改进，以及元人工智能等新兴产品和元界的发展，取得了初步的收益。人们认为，鉴于其核心业务的强劲表现、用户参与度和创收方面的早期优势以及更明确的人工智能产品发展轨迹，该公司对人工智能的大量投资是合理的。
对Meta Platforms的情绪一直很乐观，报告显示第三季度广告表现不错，9月份比8月份有所改善。短期估计保持稳定，这反映了人们对公司到2025年的增长轨迹的信心。稳定的宏观经济趋势以及由人工智能推动的消息、设备和增强功能的预期贡献支撑了这一前景。
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