俄羅斯入侵將對廣吿銷售產生影響 美國銀行下調Meta價格目標
格隆匯3月14日丨美國銀行分析師賈斯汀·波斯特將Meta Platforms(FB.US)目標價從330美元下調至290美元,但重申了該公司的買入評,因Meta的廣吿對俄羅斯廣吿商的曝光率為1.5%。他將第一季度的收入預期分別下調了1.5%和3%,並稱俄烏衝突的持續時間是一個驅動因素,因此對收入的影響是不穩定的。他將公司支出預期削減至89億美元,低於FB的指導價90-95億美元。另外,Meta最近開始削減開支,包括改變用餐時間,這在其員工中引起了一些不滿。此外,波斯特表示Meta有幾個積極消息,因為它的同行似乎正在增加Instagram的使用量,也可能會增加Facebook的使用量。該公司已經處理了與蘋果公司廣吿商標識符相關的不利因素,但這些不利因素可能會在秋季減弱。Meta的估值也比過去低得多,交易價格是2022年收益的12倍,管理層的基調已從第四季度財報電話會議的“負面”轉變為“更加樂觀”。
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