《大行報告》美銀證券上調Meta(META.US)目標價至250美元 評級「買入」
美銀證券發表研究報告指出,Meta(META.US)將於4月26日披露首季業績,該行對公司首季收入預測約271億美元,相對於市場預期為277億美元。而遣散費和其他一次性項目將令首季通用會計準則下盈利蒙上陰影,對公司每股盈利預測為1.94美元,市場預期為1.99美元。
該行預期今年經濟衰退的不確定性將持續影響行業收入,但仍然偏好於Meta的收入配置,如Reels的潛在變現、對人工智能(AI)/機器學習(ML)的目標收益及廣告識別碼(IDFA)等。此外,TikTok對公司的威脅正在隨著廣告商採用降低而減弱,而對TikTok的監管亦可能利好Meta。相對於積極削減成本的同業,該行料Meta的每股盈利風險較少,上行空間較大。對其目標價由230美元上調至250美元,重申「買入」評級,相信公司未來3至5年的收入及盈利增長跑贏大市。
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