IB Net Payout Yields Model

Meta: $750 Is Possible In 2025

Update - Jan. 29, 2025

Meta with another big quarter, Q1 guidance was wonky though. Another big beat in the March quarter and Meta beats the current consensus estimates.

-Q4 GAAP EPS of $8.02 beats by $1.26.
-Revenue of $48.39B (+20.6% Y/Y) beats by $1.4B.

CFO Outlook Commentary: We expect first quarter 2025 total revenue to be in the range of $39.5-41.8 billion vs. consensus of $41.62B. This reflects 8-15% year-over-year growth, or 11-18% growth on a constant currency basis as our guidance assumes foreign currency is an approximately 3% headwind to year-over-year total revenue growth, based on current exchange rates.


Original article posted on Jan. 22

  • Meta Platforms, Inc.'s stock remains attractive due to AI and Metaverse opportunities, even after the stock's massive run in the last couple of years.
  • The company has a massive catalyst in smart glasses with an aim to replace smartphones in the future, warranting Reality Labs' $17+ billion annual loss.
  • The stock could reach $750 by 2025 based on 25x core earnings, with the smart glasses business a future catalyst.
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Meta Platforms, Inc. (NASDAQ:META) (NEOE:META:CA) has had a massive run the last couple of years. The social media player was left for dead back in late 2022 when the stock fell below $100, and the stock still isn't richly valued after 500% gains in a few years. My investment thesis remains Bullish on Meta due to the opportunities in AI and eventually the Metaverse, but the easy money was made on the run to over $600.

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more detail. 

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