Meta's AI Growth Powers Q4 Beat, But Rising Costs Catch Analyst Attention

GuruFocus.com03:35

Meta (NASDAQ:META) beat expectations in Q4, with revenue rising 21% year-over-year to $48.39 billion, surpassing forecasts of $46.98 billion. GAAP EPS hit $8.02, exceeding estimates by $1.26. However,...

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GAAP EPS hit $8.02, exceeding estimates by $1.26. However,...</p>\n\n<a href=\"https://finance.yahoo.com/news/metas-ai-growth-powers-q4-193537095.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0079474960.USD","symbol_name":"联博美国增长基金A","start_time":0,"source_url":"https://finance.yahoo.com/news/metas-ai-growth-powers-q4-193537095.html","article_id":"2507724056","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2507724056","pubTimestamp":1738265737,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Meta  beat expectations in Q4, with revenue rising 21% year-over-year to $48.39 billion, surpassing forecasts of $46.98 billion. GAAP EPS hit $8.02, exceeding estimates by $1.26. 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GAAP EPS hit $8.02, exceeding estimates by $1.26. However, Q1 revenue guidance of $39.5B-$41.8B came in slightly below consensus expectations. \n\nWarning! GuruFocus has detected 5 Warning Sign with META.\n\nMeta forecasts full-year expenses between $114B and $119B, with infrastructure leading costs. Capital expenditures are set at $60B-$65B, up from $52B, largely to support AI initiatives. Morgan Stanley highlighted Meta's AI-powered ad growth, maintaining its $660 PT, with a bull case of $900. \nRBC raised its target to $800, citing AI leadership. Barclays sees growth but warned of rising costs, lifting its PT to $705. Bank of America raised its PT to $765, highlighting AI's revenue impact. Benchmark upgraded to buy with an $820 PT, citing AI engineering potential. Despite rising infrastructure costs, analysts remain bullish on Meta's AI-driven ad business and expansion efforts, seeing long-term growth potential. This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2507724056"}