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Wall St Engine @wallstengine on x 73K followers
Created: 2025-07-21 08:15:01 UTC
Morgan Stanley Maintains Overweight on $META, Raises PT to $XXX from $XXX
Analyst comments: "META's core growth algorithm of continuously improving GPU-enabled machine learning driving higher engagement and monetization seems intact and is likely to continue to drive faster (accelerating) top-line growth. But at ~23x '26 EPS (and ~38x '26 FCF), we think the keys to outperformance in 2H:25 are likely to be 1) results/guide giving the market confidence in the path toward at least $XX of ’26 EPS (buyside is at $30+ and we are at $30) and 2) launching of next generation Llama models (with reasoning?) and further GenAI productization to help the market better understand the ROIC of the recent heavy hiring and capex investments the company is making as it retools part of its AI strategy. In our view, this latter factor is particularly important to the market’s confidence in long-term call options (like search, chatbots, devices, etc)...that are important to driving long-term durable growth and multiple."
Analyst: Brian Nowak
XXXXX engagements
Related Topics meta eps faster $meta morgan stanley stocks financial services meta platforms stocks communication services