Meta will make its profits in the fourth quarter after the closing bell on Wednesday.
The shares in the technology giant increased by 15 % from the year until Tuesday.
Investors are at maximum alert to obtain major details about the liquefaction of artificial intelligence.
Dead The fourth quarter profits will be reported on Wednesday after the closing bell.
Investors will monitor the main details about the liquefaction of artificial intelligence. They will also search for any comment about The sudden climb of DeepseekWho made artificial intelligence models that collected the technology industry this week, Wiping more than $ 1 trillion of market value.
The time to launch Meta’s profits is shortly after 4 pm Each time, and its collective calls with analysts begin at approximately 5 pm
Meta stock It increased by 15 % from the year until Tuesday, and outperformed S & P 5003 % profit.
Research CFRA: Increase the focus on artificial intelligence
Meta said she plans more than $ 60 billion in capital expenditures this year.Dead
CFRA Research said that Meta has probably announced its plan for $ 60 billion from Capex this year to confirm its focus on artificial intelligence.
“We think it makes sense to get Meta out of the road before the profits on January 29 and we note that the increasing focus on artificial intelligence,” wrote Angelo Zaino, a great stock analyst at CFRA.
The company repeated the “Buy” rating on shares.
Jefferies: Meta is “Top Ai Pick”
Jeffrez said in a note, “Mita has a strong growth momentum. Analysts estimated that Meta’s revenues would reach about 46.5 billion dollars during the fourth quarter, while revenue instructions in the first quarter will be about $ 41.8 billion.
“In general, we are still encouraged by META’s ability to maintain DD ReV growth, given the combination of participation of artificial intelligence investments, increased advertiser’s efficiency and coordination formatting formatting formats (such as WhatsApp & Llama).”
The company repeated its “purchase” rating on the shares and issued a target of $ 715, which implicitly means 5 % of the current levels.
Securities Trist: The main beneficiary of Tiktok accidents
Some Meta platforms, such as themes, can benefit from any disable to Tiktok in the United States, according to Truist.Jap Arriens/Nurphoto via Getty Images
True’s securities said in a note:
According to Sensor Tower, a social media analysis site, the strings have seen a significant rise in the user during the fourth quarter, most likely to the risk of closing Tiktok.
“We consider dead as a major beneficiary of Tijook’s incidents and as one of our favorites 2025,” said Youssef Skali, the company’s administrative director, in a note.
Truist repeated the “purchase” rating on the arrow and the target price of $ 700, which means an increase of 3 % of the current levels.
Meta said it is planning more than 60 billion dollars In capital expenditures this year and artificial intelligence teams will expand “significantly”.
This announcement is a sign that the markets are still in the early stages of the artificial intelligence investment cycle, which is positive for major technology companies.
The company wrote in a note: “Mita’s investment’s willingness also indicates that seeing revenue in the short term is positive because we believe that dead benefit from the initiatives of artificial intelligence products.”
The company maintained the classification of “the market outperforms the arrow” and issued a targeted price of $ 750, which means 10 % of the current levels.
Bank of America: a large number of ongoing positive incentives
Mita said that she would reduce 5 % of her working power this year, which may enhance profit margins, according to Bank of America.Andrej Sokolow/Picture Alliance via Getty Images
Bank of America said that a group of tailias may be adopted dead this year.
Analysts wrote that the company is still in the early stages of losing its projects of artificial intelligence and integrating technology into its correspondence platforms, such as WhatsApp and Messenger.
Meta may also benefit from any disorder in Tiktok, where some companies may turn into Meta for advertising.
Analysts added: “With a stable Macro background, a growing contribution of artificial intelligence in advertising revenues, correspondence revenues, and continuous cost discipline (recent dates discounts), is still positive in stocks in 2025.”
The bank has a “purchase” classification on the arrow. It raised its target price to $ 710 per share, which implicitly means 5 % of the current levels.
Al -Farah’s profit expectations: Estimating the fourth quarter revenues is 46.98 billion dollars
