Meta Platforms:Quarterly Results/2024 Q4: Difference between revisions

Meta Platforms:Quarterly Results/2024 Q4 (view source)

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 * Strong buy, $675->$725: Raymond James said 2025 GenAI assistants could mitigate capital expenditure concerns as their use cases is felt across consumer, enterprise software and HardTech applications<ref>https://thefly.com/landingPageNews.php?id=4054677&headline=META-Meta-Platforms-price-target-raised-by--at-Raymond-James-heres-why&utm_source=https://thefly.com/news.php%3fsymbol=META&utm_medium=referral&utm_campaign=referral_traffic</ref>.
+=== Investor focus has shifted to capital expenditure in 2025 ===
+* Outperform, $680->$700: Wedbush said investor focus has shifted to capital expenditure in 2025. The research firm expect capital expenditure of $52.9 billion in 2025. “We estimate total expense growth of 14% [year on year] in 2025, accelerating modestly from 10% in 2024,” analysts said. Wedbush pointed out that risks around capital expenditure are limited given the recent announcements around headcount, which indicates that Meta is committed to cost discipline despite AI investment<ref>https://www.proactiveinvestors.com/companies/news/1064855/sona-nanotech-peer-reviewed-article-underlines-the-potential-of-unique-cancer-therapy-1064855.html</ref>.
+* Bofa said capital expenditure which is expected to reach $58 billion in 2025 will be an essential factor to watch<ref>https://www.investing.com/news/analyst-ratings/bofa-lifts-meta-platforms-price-target-to-710-maintains-buy-93CH-3826628</ref>.
 == Advertising spend and pricing insights ==