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《大行報告》高盛上調Meta(META.US)目標價至215美元 評級「買入」
阿思達克 02-06 10:35
高盛發表研究報告指,隨著Meta(META.US)進一步擺脫過去一年半的行業及自身不利因素,加上在人工智能及自動化等領域的持續投入及執行力,以及公司管理層再重申今年營運及資本開支將更溫和,預期股份有望擺脫頹勢並繼續復甦。 該行指,雖然Meta未來幾個季度至幾年的產品轉型及收入前景仍存在爭議,但高盛表示將持續關注Meta旗下一眾應用程序在短視頻、訊息、商務、擴增實境及社交聯繫中的發展,重申對META的「買入」評級。 高盛將今年Meta首季收入預測從279.6億美元上調至282.6億美元,EBITDA及每股盈利預測升至93.4億美元及2.13美元;並將今年度收入預測從1,228億美元升至1,233.9億美元,EBITDA及每股盈利預測則分別調升至434.8億美元及10.2美元。基於前景及盈利預測調整,該行亦將Meta目標價從164美元上調至215美元。
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