《大行報告》高盛升META(META.US)目標價至500美元 評級「買入」
高盛發表研究報告指,META(META.US)管理層強調,公司仍然專注於人工智能和Reality Labs的長期增長機會。管理層相信,透過Reels的參與和貨幣化方面的優化,其關鍵業務保持持續增長勢頭。展望今年或之後,集團管理層將更多地調整平臺,對公司在當前增長機會、長期增長機會和資本回報之間實現平衡更有信心。另外,公司的股息和新的500億美元回購將增加未來的資本回報。該行重申集團的「買入」評級,並將目標價由414美元上調至500美元。
該行預計集團首季收入爲356.7億美元(原預期335.1億美元);通用會計準則下,EBITDA達156.4億美元,每股盈利爲3.65美元。而全年預測則料收入達1,565.5億美元;通用會計準則下,EBITDA爲765.4億美元,每股盈利爲19.71美元。
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