Meta's impressive stock performance is owed to favorable fundamentals, according to Morgan Stanley's Brian Nowak. He argues that the relationship between Mark Zuckerberg and President Trump has not materially influenced Meta's price-earnings multiple. Recent gains in stock are attributed to a strong Q4 earnings report, with significant revenue and profit increases. Analysts have also raised earnings per share estimates for the coming years, indicating confidence in the company's potential for growth, while 54 out of 63 analysts have rated Meta as a Strong Buy or Buy.
I don't think their relationship has actually impacted the [price-earnings] multiple in a material way. I don't think there's a multiple premium necessarily related to their relationship change now versus the first administration.
They're analyzing more instances of when you scroll up and down the feed, where do you stop, where do you stall, where do you scroll faster? They're using more data points to essentially improve the relevancy of all the content that their users see by daypart.
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