DBS analyst Sachin Mittal maintains $Meta Platforms (META.US)$ with a buy rating, and maintains the target price at $655.
According to TipRanks data, the analyst has a success rate of 72.1% and a total average return of 20.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Meta Platforms (META.US)$'s main analysts recently are as follows:
Meta Platforms has been signaling a notable rise in capital expenditures for 2025, while also showcasing various factors that demonstrate the expected benefits from these investments. This includes an anticipated increase in revenue growth by approximately $28 billion in 2024. Additionally, there is a possibility for an upward trajectory in advertising revenue for the year 2026 and beyond, driven by the potential generation of additional revenue from new products leveraging GenAI technology.
Following the Q3 earnings announcement, expectations of a robust Q4 revenue forecast were balanced by projected substantial increases in capex and infrastructure-related outlays for 2025. The analyst acknowledged a shift in focus from immediate earnings to longer-term potential and noted that the company has seen significant benefits from AI in its core advertising business. With a strong product pipeline, including Meta AI, Llama, and other initiatives, the company's consistent core revenue growth and solid execution history provide the latitude for sizeable investments in AI. Revenue projections for 2025 and 2026 have been moderately raised post-earnings report.
Following Meta Platforms' third-quarter revenue and EPS surpassing forecasts and a fourth-quarter outlook that aligns with market expectations, revenue predictions for 2025 have been increased by 3% and EPS estimates by 6%. This adjustment takes into account enhanced ad revenue, though it is somewhat tempered by anticipated increases in research and development as well as capital expenditures.
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.
星展银行分析师Sachin Mittal维持$Meta Platforms (META.US)$买入评级，维持目标价655美元。
根据TipRanks数据显示，该分析师近一年总胜率为72.1%，总平均回报率为20.2%。
此外，综合报道，$Meta Platforms (META.US)$近期主要分析师观点如下：
meta platforms已经在2025年资本支出上发出了一个显著的增长信号，同时展示了多种因素，展示了这些投资带来的预期收益。其中包括预计2024年营业收入增长约280亿美元。此外，2026年及以后的广告营收有可能呈上升趋势，这是由于新产品利用GenAI技术可能带来额外收入的潜力。
在第三季度收入公告后，人们对2025年强劲的第四季度营收预测的期望，与对2025年资本支出和基础设施相关支出的大幅增加的预期之间取得了平衡。分析师承认，公司已经从其核心广告业务中的人工智能中获得了显著的好处，转而关注长期潜力而不是即时盈利，并指出公司在Meta人工智能、Llama和其他倡议等强大产品管道方面，以及公司持续增长的核心营收和良好执行历史为公司在人工智能方面进行大规模投资提供了余地。2025年和2026年的营收预测在发布后进行了适度的调整。
在Meta Platforms第三季度营收和每股收益超过预期的情况下，第四季度展望符合市场预期，2025年的营收预测增加了3％，每股收益估计增加了6％。这一调整考虑了增强的广告营收，尽管受到预期的研发以及资本支出增加的一定程度的抑制。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
