Meta Platforms' Revenue Continues to Deliver Upside Amid GPU-Enabled Investments, Morgan Stanley Says

MT Newswires Live01-31

Meta Platforms' (META) latest results showed that its revenue continues to deliver upside as the social media giant's graphics processing unit-enabled investments drive returns, Morgan Stanley said on Thursday.

Late Wednesday, the Facebook and Instagram parent reported better-than-expected fourth-quarter results.

However, the company's full-year opex step-up is larger than projected as it continues to invest to capitalize on potential near- and long-term opportunities, which could drive its 2026 per-share earnings down 3%, Morgan Stanley said in a note to clients.

"Meta remains the cleanest GPU-enabled winner in the sector," Morgan Stanley said. "It is investing more than expected but [revenue], engagement and pipeline are all shining."

The firm maintained its overweight rating on the Meta stock. It left its price target on the stock unchanged at $660, but increased its bull case to $900.

"Revenue acceleration and Meta's flowing product pipeline are keys to driving multiple expansion and the path toward the bull case," Morgan Stanley said.

Price: 678.10, Change: +1.61, Percent Change: +0.24

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jislandfund
01-31
jislandfund
M.s. over played their hand 900??

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It left its price target on the stock unchanged at $660, but increased its bull case to $900.</p><p>\"Revenue acceleration and Meta's flowing product pipeline are keys to driving multiple expansion and the path toward the bull case,\" Morgan Stanley said.</p><p>Price: 678.10, Change: +1.61, Percent Change: +0.24</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms' Revenue Continues to Deliver Upside Amid GPU-Enabled Investments, Morgan Stanley Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms' Revenue Continues to Deliver Upside Amid GPU-Enabled Investments, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-01-31 00:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Meta Platforms' (META) latest results showed that its revenue continues to deliver upside as the social media giant's graphics processing unit-enabled investments drive returns, Morgan Stanley said on Thursday.</p><p>Late Wednesday, the Facebook and Instagram parent reported better-than-expected fourth-quarter results.</p><p>However, the company's full-year opex step-up is larger than projected as it continues to invest to capitalize on potential near- and long-term opportunities, which could drive its 2026 per-share earnings down 3%, Morgan Stanley said in a note to clients.</p><p>\"Meta remains the cleanest GPU-enabled winner in the sector,\" Morgan Stanley said. \"It is investing more than expected but [revenue], engagement and pipeline are all shining.\"</p><p>The firm maintained its overweight rating on the Meta stock. It left its price target on the stock unchanged at $660, but increased its bull case to $900.</p><p>\"Revenue acceleration and Meta's flowing product pipeline are keys to driving multiple expansion and the path toward the bull case,\" Morgan Stanley said.</p><p>Price: 678.10, Change: +1.61, Percent Change: +0.24</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507673690","content_text":"Meta Platforms' (META) latest results showed that its revenue continues to deliver upside as the social media giant's graphics processing unit-enabled investments drive returns, Morgan Stanley said on Thursday.Late Wednesday, the Facebook and Instagram parent reported better-than-expected fourth-quarter results.However, the company's full-year opex step-up is larger than projected as it continues to invest to capitalize on potential near- and long-term opportunities, which could drive its 2026 per-share earnings down 3%, Morgan Stanley said in a note to clients.\"Meta remains the cleanest GPU-enabled winner in the sector,\" Morgan Stanley said. \"It is investing more than expected but [revenue], engagement and pipeline are all shining.\"The firm maintained its overweight rating on the Meta stock. It left its price target on the stock unchanged at $660, but increased its bull case to $900.\"Revenue acceleration and Meta's flowing product pipeline are keys to driving multiple expansion and the path toward the bull case,\" Morgan Stanley said.Price: 678.10, Change: +1.61, Percent Change: +0.24","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"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/2507673690"}