![]() ![]() The number of ads per user will continue to grow thanks to the same new features and services.The number of users will continue to grow globally thanks to newer geographies and Meta continuing to offer new features and services.Meta Revenues Growth by Component (2012-21) The number of users, the number of ads per user, and the revenue per ad for the Meta Platforms app family should all grow over time.Our investment case has been based on the belief Meta will grow its EPS sustainably at a double-digit percentage CAGR long-term, due to: Our forecasts indicate an exit price of nearly $500 and a total return of 240% (26.9% annualized) by 2025 year-end. We expect EPS to shrink 17.5% in 2022, but to return to low-teens growth thereafter. Share Price (Last 1 Year)įB shares are at 14.4x 2021 EPS. Librarian Capital's FB Rating History vs. Even with yesterday's rebound, Meta stock remains 46% below its September 2021 peak, and is down 31% over the past year (though still up 21% since our initiation): We initiated our Buy rating on Meta in March 2019. In addition, expense growth is slowing and CEO Mark Zuckerberg explicitly committed to growing Meta's earnings over the next several years despite Metaverse investments. Impressions growth was strong, user numbers rose, and management continues to expect revenue growth to reaccelerate in H2. ![]() Investors were encouraged by evidence that FB's strategy is working. Shares rose 18.4% aftermarket to $207.09. ( FB) (formerly Facebook) reported Q1 2022 results overnight (Wednesday, April 27). Fritz Jorgensen/iStock Editorial via Getty Images Introduction Why is FB Stock Up?
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