BofA Securities analyst Justin Post maintains $Meta Platforms (META.US)$ with a buy rating, and maintains the target price at $660.
According to TipRanks data, the analyst has a success rate of 67.1% and a total average return of 22.7% 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 continues to indicate a substantial rise in capital expenditures planned for 2025. Nonetheless, the company has also revealed several factors that may counterbalance these investments, such as the anticipated increase in revenue growth starting in 2024, which is estimated at around $28 billion. Moreover, there's a possibility for advertisement revenue growth for 2026 and the years following, largely owing to the opportunity to generate additional revenue through new GenAI products.
The company's shares experienced a 3% decline following the third quarter results, despite a robust revenue forecast for the fourth quarter, due to anticipated substantial increases in capital expenditures and infrastructure-related costs for 2025. While acknowledging that the company's current emphasis may be less on immediate earnings and more on long-term potential, analysts have noted that the company has already realized significant advantages from AI in its principal advertising business. With a robust pipeline of products in development, including Meta AI and Llama, it's suggested that the company's solid foundation in revenue growth and a proven track record of execution provide it with the latitude to heavily invest in AI. Post-earnings report, revenue projections for 2025 and 2026 have been adjusted upward by 2% and 3%, respectively.
Following a third-quarter revenue and earnings per share outperformance along with a fourth-quarter outlook that aligns with market expectations, forecasts for 2025 revenue and earnings per share have been revised upwards. This adjustment is attributed to an increase in advertising monetization, balanced with an anticipated rise in research and development expenses for capital expenditures.
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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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美銀證券分析師Justin Post維持$Meta Platforms (META.US)$買入評級，維持目標價660美元。
根據TipRanks數據顯示，該分析師近一年總勝率為67.1%，總平均回報率為22.7%。
此外，綜合報道，$Meta Platforms (META.US)$近期主要分析師觀點如下：
Meta Platforms繼續表示，計劃於2025年進行的資本支出將大幅增加。儘管如此，該公司還透露了可能抵消這些投資的幾個因素，例如預計從2024年開始的收入增長將增加，估計約爲280億美元。此外，2026年及以後幾年的廣告收入有可能增長，這主要是由於有機會通過新的GenAI產品創造額外收入。
儘管第四季度的收入預測強勁，但由於預計2025年資本支出和基礎設施相關成本將大幅增加，該公司的股價在第三季度業績公佈後仍下跌了3％。分析師承認，該公司目前的重點可能與其說是眼前收益，不如說是長期潛力，但他們指出，該公司已經意識到人工智能在其主要廣告業務中的巨大優勢。隨着包括Meta AI和Llama在內的強大產品線正在開發中，這表明該公司在收入增長方面的堅實基礎和良好的執行記錄爲其提供了大量投資人工智能的自由度。業績發佈後，2025年和2026年的收入預測分別向上調整了2％和3％。
繼第三季度收入和每股收益跑贏大盤，以及與市場預期一致的第四季度展望之後，對2025年收入和每股收益的預測已向上修正。這一調整歸因於廣告貨幣化的增加，加上資本支出研發費用的預期增加。
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