"In Q4, we launched a new runtime model across Instagram Feed, Stories, and Reels, resulting in a 3% increase in conversion rates in Q4. We continue to progress on our model unification efforts under Lattice as well."
"UBS expects upward earnings-per-share and valuation revisions to continue through 2026 as these AI initiatives mature. The firm also sees potential upside from updates on Meta's AI chatbot and other."
UBS increased its price target for Meta Platforms from $872 to $908, maintaining a Buy rating due to the accelerating performance of its AI-driven advertising engine. This adjustment comes ahead of Meta's Q1 2026 earnings report, which will be crucial for validating bullish perspectives on the stock. While UBS is optimistic, Bank of America has lowered its target to $820, reflecting differing views on the company's ad-spend outlook. UBS's confidence is based on improved ad impressions and pricing, indicating strong revenue potential.
Read at Miami Herald
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