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Meta Platforms:Sources: Difference between revisions
→Analysts
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!Years of covering internet sector | !Years of covering internet sector | ||
!Details | !Details | ||
! | !Performance of their ad market /Mea revenu predictions | ||
!Recent video/publication | !Recent video/publication | ||
!TipRanks ranking (out of 8,695 analysts) | !TipRanks ranking (out of 8,695 analysts) | ||
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|25 years<ref>https://www.phocuswrightconference.com/Whos-Coming/Speakers/2022/Mark-Mahaney#:~:text=Senior%20Managing%20Director,Evercore&text=Mark%20has%20covered%20Internet%20stocks,as%20a%20%231%20ranked%20analyst.</ref> | |25 years<ref>https://www.phocuswrightconference.com/Whos-Coming/Speakers/2022/Mark-Mahaney#:~:text=Senior%20Managing%20Director,Evercore&text=Mark%20has%20covered%20Internet%20stocks,as%20a%20%231%20ranked%20analyst.</ref> | ||
|[[Meta:Analyst/Mark Mahaney]] | |[[Meta:Analyst/Mark Mahaney]] | ||
| | |His Q3 2023 revenue forecast was in line with the Streets though he expected a "modest upside". Meta revenue outperformed analyst's estimate by 2%.<ref>https://finance.yahoo.com/news/meta-set-report-earnings-bell-144909722.html</ref> | ||
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|[https://www.tipranks.com/experts/analysts/mark-mahaney 22] | |[https://www.tipranks.com/experts/analysts/mark-mahaney 22] | ||
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|[https://twitter.com/markmahaney?lang=en T] | |[https://twitter.com/markmahaney?lang=en T] | ||
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|Brian White | |||
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|Monness Crespi Hardt | |||
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|5+ years | |||
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|26<ref>https://www.tipranks.com/experts/analysts/brian-white</ref> | |||
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|[https://www.linkedin.com/in/justin-post-4a324413/ Justin Post] | |[https://www.linkedin.com/in/justin-post-4a324413/ Justin Post] | ||
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|18 years<ref>https://www.linkedin.com/in/justin-post-4a324413/</ref> | |18 years<ref>https://www.linkedin.com/in/justin-post-4a324413/</ref> | ||
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| | |Projected revenue growth of 21% in Q3 2023 , Meta revenue grew by 23%<ref>https://www.alsahm.com/news/content/bofa-analyst-highlights-metas-improved-reels-monetization-and-rising-revenue-projections-ahead-of-q3-2023-10-20</ref> | ||
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|[https://www.tipranks.com/experts/analysts/justin-post 29] | |[https://www.tipranks.com/experts/analysts/justin-post 29] | ||
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|Stifel | |Stifel | ||
|Managing Director | |Managing Director | ||
| | |October 23, 2023: +3%<ref>https://www.fool.com/investing/2023/10/23/why-meta-platforms-stock-ticked-higher-today/</ref> | ||
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|9 years<ref>https://stifelinstitutional.com/meet/mark-kelley/</ref> | |9 years<ref>https://stifelinstitutional.com/meet/mark-kelley/</ref> | ||
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|14 years<ref>https://www.rbccm.com/en/insights/industries-in-motion/podcast.page?dcr=templatedata/article/podcast/data/2021/09/creating_equity_value_in_a_smartphone-saturated_world</ref> | |14 years<ref>https://www.rbccm.com/en/insights/industries-in-motion/podcast.page?dcr=templatedata/article/podcast/data/2021/09/creating_equity_value_in_a_smartphone-saturated_world</ref> | ||
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| | |Q1 2023 ad metrics were a miss<ref>https://www.cnbc.com/video/2023/04/27/were-bullish-on-metas-core-business-says-rbc-capital-markets-brad-erickson.html</ref> | ||
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|[https://www.tipranks.com/experts/analysts/brad-erickson 157] | |[https://www.tipranks.com/experts/analysts/brad-erickson 157] | ||
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|23 years<ref>https://www.mizuhogroup.com/americas/news/2017/05/mizuho-expands-equity-research-focus-with-senior-internet-and-fintech-sector-hires.html</ref> | |23 years<ref>https://www.mizuhogroup.com/americas/news/2017/05/mizuho-expands-equity-research-focus-with-senior-internet-and-fintech-sector-hires.html</ref> | ||
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| | |He forecasted advertising revenue to be down 2% in Q2 2022 versus a flat growth consensus estimate. Meta reported advertising revenue that was down 1.5%.<ref>https://thefly.com/landingPageNews.php?id=3552718&headline=META;AAPL;GOOGL;GOOG;AMZN;TWTR;SNAP-SocialStocks-Social-media-stocks-to-limit-hiring-amid-industry-belt-tightening&utm_source=https://www.google.com/&utm_medium=referral&utm_campaign=referral_traffic</ref> | ||
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|[https://www.tipranks.com/experts/analysts/james-lee 594] | |[https://www.tipranks.com/experts/analysts/james-lee 594] | ||