Meta reports the fourth quarter revenue after the end of Wednesday. Traders has received high warnings for important details of AI monetization. The interests of mega cap revenue were raised by the unpleasant debut of this week’s deep sex.
Investors are supporting the fourth quarter of the profit report after the closing bell on Wednesday. The results of high -tech gifts clarify the results in the middle of the difficult week of high -tech stock.
Facebook’s parents may be scrutinized in a quarterly quarterly quarterly quarter of the new AI model, which shakes the story of a bull market in the US stock market.
Meta dropped by 3 % on Monday in a wider market defeat brought by Deepseek, an AI app from a Chinese startup. The shares managed to reverses the decrease, recovered on Tuesday, and conducted nearly 3 % expensive for $ 677 per share.
“We can see the fear of Deepseek throughout the world of Tech as” Tech AI Head Fake “, which is essentially short -lived as detailed details and analysis of DeepSeek models appear.” “This is the AI revolution. We continue to think that it is a golden purchase opportunity that does not change the trajectory of AI.
According to Bloomberg data, analysts are $ 6.78 per share and $ 46,989 million.
Meta Investors hear about earning guidance in 2025, planning to monetize AI, and important updates during the Tech Titan revenue call, including how the company benefits from the drama surrounding Tactoku.
This is what Wall Street is expecting from the fourth quarter of the meta profit report.
Bank of America: Numerous positive catalysts
Meta said this year, Bank of American analyst, which could benefit from many positive catalysts.
Banks have stated that high -tech companies are still in the early stages of monetizing AI projects and integrating AI into messaging platforms such as WhatsApp and Messenger.
“AI monetization should increase further in 2025 and promote advertising growth and promote the industry,” says the bank.
Meta can also benefit from Tactoku. Some companies may move to meta to advertise. According to BOFA analysts, Tiktok was estimated last year, last year, to get about $ 12 billion in AD spending.
Meta also states that it can reduce the workforce of this year by 5 % and improve profit margins.
“The stable background of the macro, the contribution of AI to the advertising revenue, the increase in messages, and the continuous cost discipline (recent reduction in personnel) will remain positive about the shares in 2025.” The list has been added.
Banks have repeatedly assigned the “purchase” rating of stocks, raising price targets to $ 710 per share, implying the current level of 4 %.
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JMP: “AI investment cycle appears early”
Meta plans to spend more than $ 60 billion in capital spending this year and states that the AI team will be “significantly”. The announcement is a sign of the market still in the early stages of the AI investment cycle, which is positive for mega -cap technical companies, said JMP Analyst.
Analysts have added that the large -scale user -based meta -based user base should be useful for distribution of the company’s AI Initiative. The company’s messaging apps and messengers can be an “important starting point” for developing some AI products.
“Meta’s willingness to invest is suggesting that the short -term earning visibility is a positive, because the meta believes that the meta is still profitable from the AI product Initiative,” the company wrote in a note. Masu.
The company has maintained the “market outperability” rating of stocks, issues a $ 750 price target, implying a 10 % upside from the current level.
Truist Securities: “important beneficiary of Tiktok accidents”
According to Truist, the meta is expected to increase the growth rate of the year. He stated that it emphasized political expenditures and spending from China -based advertisers on platforms.
Analysts anticipate $ 47 billion in total revenue that exceeds the profit of 17 % year -on -year.
The company will probably be an important beneficiary of Tactoku’s task in the United States. According to the Sensor Tower, a social media analysis site, the thread may have increased significantly in the fourth quarter.
“We are the most important beneficiaries of Tactoku’s accident and consider one of their favorite in 2025,” says TRUIST’s management director YouSef Squali.
“Meta continues to be one of our favorite names in 2025. This is based on the momentum of sustainable demand promoted by the profits of powerful products and execution promotion share. Despite the large investment in/ML, it is a higher margin.
The company repeats the $ 700 “purchase” rating of stocks and price targets, means 3 % upside down from the current level.
Jeffreies: “Top AI Pick”
Jeffrey’s analyst said that the meta seems to have a strong growth momentum behind it. They estimate that the revenue will be about $ 46.5 billion over the fourth quarter, and the first quarter of revenue guidance will be about $ 41.8 billion.
“Note that Tactoku’s ban/temporary shutdown needs to be added to the potential temptation for Q1, but considering how fluid the situation, the meta burns due to its effects. We expect that it is conservative, “said the company.
Other checks have been proven to be positive for meta prospects. For example, the company saw strong advertising spending through October and November. Teenager also indicates that if Tactoku is banned from the United States, he will look at the Instagram reel.
“Overall, the ability to maintain META’s DD REV growth in consideration of the increase in engagement from AI investment, improving the efficiency of advertisers, and increasing the number of lamps (WhatsApp & Lama) in an incremental monetization format (WhatsApp & Lama) is maintained. I am.
The company repeats the “purchase” rating of stocks, issues a $ 715 price target, means 5 % upside down from the current level.
Research on CFRA: Improvement of AI
According to CFRA survey, Meta may have announced a $ 60 billion Capex plan this year to focus on artificial intelligence.
Angelo Gino, a CFRA senior equity analyst, said: 。
“Investors are aiming for a Q1 guide next week. I hope that the growth rate will not decelerate more than expected (in 2025, the revenue growth in mid -October 2025 can be seen, but foreign exchange rates are in a headwind. Reduced in 2025.
The company has repeatedly assigned the “purchase” of stocks.
