On Oct 31, major Wall Street analysts update their ratings for $Meta Platforms (META.US)$, with price targets ranging from $600 to $800.
Morgan Stanley analyst Brian Nowak maintains with a buy rating, and maintains the target price at $600.
Goldman Sachs analyst Eric Sheridan maintains with a buy rating, and maintains the target price at $636.
J.P. Morgan analyst Doug Anmuth maintains with a buy rating, and adjusts the target price from $640 to $660.
BofA Securities analyst Justin Post maintains with a buy rating, and adjusts the target price from $630 to $660.
Citi analyst Ronald Josey maintains with a buy rating, and adjusts the target price from $645 to $705.
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 considerable rise in capital expenditures for 2025. Despite this, there are numerous factors that could mitigate the financial impact of these investments. These include an anticipated increase in revenue dollar growth in 2024, which is currently estimated at approximately $28 billion. Additionally, there is a possibility for an increase in advertising revenue in 2026 and the years that follow, which could be driven by the introduction of new products that leverage generative AI technology.
Meta Platforms' shares experienced a 3% decline following the third-quarter report, as the positive forecast for fourth-quarter revenue was counterbalanced by anticipated substantial increases in 2025 capital expenditures and infrastructure-related costs. Although the company's focus may be shifting from immediate earnings to long-term prospects, it has demonstrated significant advantages from artificial intelligence in its core advertising operations. With a strong lineup of products in Meta AI, Llama, and other initiatives, the company's robust revenue growth and consistent performance provide it with the latitude to make considerable investments in AI. Revenue projections for 2025 and 2026 have been revised upwards by 2% and 3% respectively, after the recent earnings announcement.
Following Meta Platforms' third-quarter revenue and earnings per share surpassing expectations, and a fourth-quarter outlook that aligns with current projections, revenue estimates for 2025 have been increased by 3%, and earnings per share predictions by 6%. This adjustment takes into account enhanced advertisement monetization, which is slightly balanced by increased research and development and capital expenditures.
Meta Platforms appears to be regaining its stride, as evidenced by growth surpassing that of the digital advertising industry, enhancements in the business driven by artificial intelligence, and the CEO's demonstration of a roadmap that showcases a readiness to make significant bets. While long-term technology investors may view these developments positively, the simultaneous surge in the company's multiple to recent peaks presents an element of concern.
Post the Q3 report, there's an observed increase of 20% year-over-year in advertising revenue when setting aside currency effects, with growth in ad impressions and pricing, indicating Meta Platforms' ongoing expansion in the overall ad budget market share. The company is seeing engagement boosts on Instagram and Facebook, credited to the artificial intelligence recommendation engine, underscoring the potential of early returns from AI investments. It's suggested to consider any post-earnings decline in share value as an opportunity.
Here are the latest investment ratings and price targets for $Meta Platforms (META.US)$ from 21 analysts:
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美东时间10月31日，多家华尔街大行更新了$Meta Platforms (META.US)$的评级，目标价介于600美元至800美元。
摩根士丹利分析师Brian Nowak维持买入评级，维持目标价600美元。
高盛集团分析师Eric Sheridan维持买入评级，维持目标价636美元。
摩根大通分析师Doug Anmuth维持买入评级，并将目标价从640美元上调至660美元。
美银证券分析师Justin Post维持买入评级，并将目标价从630美元上调至660美元。
花旗分析师Ronald Josey维持买入评级，并将目标价从645美元上调至705美元。
此外，综合报道，$Meta Platforms (META.US)$近期主要分析师观点如下：
meta platforms继续表明2025年资本支出将显著增长。尽管如此，有许多因素可能会缓解这些投资的财务影响。其中包括2024年预期的营业收入增长，目前估计约为280亿美元。此外，2026年及其后年度的广告收入可能会增加，这可能是由于推出了利用生成式人工智能技术的新产品。
meta platforms股价在第三季度报告后出现了3%的下跌，因为第四季度营收的积极预测被预计2025年资本支出和基础设施相关费用的大幅增加所抵消。尽管公司的重心可能正从即期收益转向长期前景，但它在核心广告业务中展示了人工智能的显著优势。凭借meta人工智能、Llama等产品的强大阵容以及其他创举，公司强劲的营收增长和稳定业绩使其有能力在人工智能领域进行大量投资。最近的业绩公告后，2025年和2026年的营收预测分别上调了2%和3%。
在meta platforms第三季度营收和每股收益超出预期并且第四季度展望与当前预测一致后，2025年的营收预估增加了3%，每股收益预测增加了6%。这一调整考虑到增强的广告货币化，略有增加的研发支出和资本支出在某种程度上得到平衡。
meta platforms似乎正在恢复活力，增长超过了数字广告行业，业务因人工智能推动而增强，并且CEO展示了一份展示准备进行重大投注的路线图。尽管长期科技投资者可能积极看待这些发展，但公司股价同时飙升至最近高峰，这引发了人们的担忧。
发帖Q3报告，在剔除货币影响后，广告营业收入同比增长20%，广告展示和定价均有增长，显示meta platforms在整体广告预算市场份额中持续扩张。该公司发现Instagram和Facebook上的参与度提升，归功于人工智能推荐引擎，突显人工智能投资带来的早期回报潜力。建议将股值盈余下降视为一个机会。
以下为今日21位分析师对$Meta Platforms (META.US)$的最新投资评级及目标价：
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