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← @drnhj

$META

BULLISH2026-09-21
Price around the call
↑ 2026-09-21
By horizon✗ miss-5.3%
1d
✓ +1.7%
5d
✓ +1.5%
21d
✗ -5.3%
Original post
루팡 · 2026-09-21

웰스파고(Wells Fargo) , 메타 ( $META)의 목표주가를 640달러에서 796달러로 상향, 비중확대(Overweight) 투자의견을 유지 "매출 추정치는 변동이 없다. 2026년 영업이익(OI) 추정치는 3분기 100억 달러 규모의 법적 합의금 지출로 인해 주로 12% 하향 조정되었다. 2027년 및 2028년 영업이익은 1% 감소했다. 2027년 및 2028년 주당순이익(EPS) 추정치는 이전 32.07달러/38.73달러에서 31.86달러/38.75달러로 수정되었다. 당사의 2027년 EPS에 25배(이전 20배)를 적용하여 비중확대(Overweight) 투자의견을 유지하고 목표주가를 796달러(이전 640달러)로 상향 조정한다. 최근 Muse Spark 1.3 모델의 성능과 신제품 주기의 고무적인 초기 징후에 따라 목표 멀티플을 상향 조정한다

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