Meta said that this year it plans to cost more than $ 60 billion.Meta
This year, Meta probably announced its plan for $ 60 billion for Capex to emphasize its attention to artificial intellect, said CFRA research.
“We believe that it makes sense for Meta to get out of the way to earn on January 29 and noted that the growing attention to AI will turn into higher income potential,” said Angelo Zoni, CFRA’s eldest own. Capital analyst a number
The company repeated its “Buy” rating on the stock exchange.
Jefferies. Meta “Best AI Selection”
Meta seems to have a strong growth, Jefferies said in a post. Analysts assessed that the metha’s income will come about $ 46.5 billion in the fourth quarter, and the first quarter of the income will be about $ 41.8 billion.
“In general, we continue to be encouraged by Meta’s ability to maintain DD Revival, taking into account the combination of higher involvement from AI, increasing the advertiser’s efficiency and improving the growth formats of monetization (such as WhatsApp & Llama).
The company repeated its “Purchase” rating in stocks and released price targets at $ 715, which is involved in 5% of the current levels.
Truist Securities: “The main beneficiary of Tiktok’s misdeeds”
According to any disorders of TIMTOK, how threads can use any tiktok disorder in the United States.JAAP ARIENS / NURPHOTO VIA GETTY Images
The meta will probably be the main beneficiary of Tustom Challenges in the United States, it is said.
According to the Sensor Tower, the scene of social media, threads have seen significant growth of the user during the fourth quarter due to the risk of enthusiasts of Titsk.
“We watch the Meta as a key beneficiary of ticks and as one of our 2025 favorites,” wrote “You Single.”
Truist reaffirmed its “Purchase” rating on shares and prices target with $ 700, including 3% disorder current levels.
JMP. “AI investment cycle appears early”
Meta said it’s more planning $ 60 Billion This year, in capital expenditures and significantly expand its AI teams. “
The announcement is a sign that markets are still in the early stages of AI investment cycle, which is positive for Mega-Cap Tech Firms, JMP analysts said.
“The willingness of the meta readiness to invest is also that the visibility of time income is positive, as we believe that the meta continues to use its products from its products,” wrote the writing.
The company maintained its market output rating and issued a target price of $ 750, which implies 10% upside-down levels.
Bank of America. The officer of positive catalysts is in progress
According to the Bank of America, Meta said that another 5% of its labor will be cut off in the margins of profit.Andrej Sokolow / Picture Alliance through Getty Images
This year, a number of tailings can be built, the Bank of America said.
Analysts have written that the company is still in its plans for monetizing its AI projects in its programs, such as WhatsApp and Messenger.
Meta can also stand to use any tiktok failure, some firms can be moved to the meta for advertising.
“With a stable macro background, ai contribution to the recovery of advertising revenues, messaging calculations and continuous costs of continuous costs (recent calculations), we remain positive in 2025,” said 2010 analysts.
The bank has a “buy” rating in the stock rating. It raised its prices target $ 710, which involves 5% disorderly current levels.
Meta Evening expectations. Evaluation of the fourth quarter’s revenue is $ 46.98 billion
4th quarter
Revenue Assessment: $ 46.98 billion
Advertisement. $ 45.66 billion
Program Revenue Assessment Family. $ 46.08 billion
Assessment of revenues of reality laboratories. $ 1.11 billion
Another income assessment. $ 433.3 million
Evaluation of operating income. $ 20.09 billion
Evaluation of operating margin. 42.6%
EPS Rating: $ 6.78
Advertising impressions assess. + 10.1%
The average price of an ad estimate rate. + 7.33%
Daily calculation of the average family service indicators. 3.28 billion
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