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《大行報告》美銀證券降Meta(META.US)評級至「中性」 目標價下調至150美元
阿思達克 10-25 15:37
美銀證券發表研究報告指,Meta(META.US)將於10月26日公布業績,預測第三季廣告支出將保持穩定,在成本控制措施下EBITDA預期有上升空間。 雖然已下調第四季及2023年預期,但美銀仍然相信明年初廣告客戶削減預算將持續影響市場情緒,並預期實施廣告識別碼(IDFA)及推出短片功能Reels的過度期將帶來不確定性。 該行現時預計Meta 2023年收入將按年增長4%至1,200億美元,對比市場預期為增長9%,並將目標價由196美元降至150美元,對應預測市盈率約14倍。至於今年第四季收入,該行預測達到314億美元,即按年跌7%,低於市場預期的下跌3%,評級降至「中性」。 美銀指,Snapchat母公司Snap(SNAP.US)日前已公布業績,數據顯示出內容市場消費有所下降,因此對Facebook及Instagram在Reels的內容轉移上看法變得較審慎,認為使用情況未足以證明可帶來增量影響,相關轉變為長期毛利率及競爭增加不確定性。
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