《大行報告》美銀證券上調Meta(META.US)目標價至350美元 評級「買入」
美銀證券發表報告指,Meta(META.US)將於7月26日公布次季業績,考慮到數字廣告支出回穩,該行現時對其次季業績預測高於市場普遍預期,相信Meta在Messenger廣告及IG Reels短片帶動下,次季收入將增長至316億美元,每股盈利料達到3.13美元,預計日活躍用戶數量增長對辦或略勝預期。
同時,該行認為Meta第三季收入應高於市場按季持平的預期,預測可達到305億至335億美元。基於宏觀經濟前景、匯兌因素及Threads的帶動下,該行亦將2024年預測輕微上調,其中收入及EBITDA預測各上調2%至分別1,480億美元及794億美元,明年每股盈測則提升4%至16.95美元。
美銀重申予Meta「買入」評級,預期Meta下半年收入增長將加快,對比起同業處於更有利的位置,目標價由320美元上調至350美元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.