大行評級|高盛:料投資者對Meta次季盈利初步反應正面 目標價為522美元
高盛發表報吿指出,預期投資者對Meta第二季盈利初步反應正面,因其總收入按年增長22%至390.7億美元,高過該行及市場預期的381.8億與382.6億美元,並略高於公司指引365億至390億美元範圍上限。該行認為,Meta對第三季收入預測指引介乎385億至410億美元,相對於該行及市場預期為388.5億與391億美元,當中外匯不利因素為按年增長帶來約2個百分點的阻力。此外,集團重申2024財年按美國通用會計準則(GAAP)的開支預測介乎960至990億美元,相對於該行預期為974.1億美元,同時更新對2024財年資本開支介乎370億至400億美元,相對於原預期為350億至400億美元,該行預期為381.4億美元。
該行對Meta的目標價為522美元,評級“買入”,認為集團面對的主要風險包括用户增長、參與度和廣吿收入的競爭;監管審查和行業慣例等。
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