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← @eldaminato

$META

BULLISH2026-09-24
Price around the call
↑ 2026-09-24
By horizonMaturing · ~0 trading days to go
1d
✗ -4.1%
5d
✗ -2.9%
21d
…
Original post
Damian Brik · 2026-09-24

Luego del evento Meta Connect de anoche donde la compañía presentó sus últimos lanzamientos de producto, en particular nuevo ser de gafas de IA, hoy JP Morgan elevó PT de $META para Diciembre del 2027 de $ 820 a $ 920. "We expect Muse adoption and engagement to continue to ramp, with Meta beginning to prove out AI returns and leadership beyond its core advertising platform, with a TAM potentially in the tens of trillions of dollars. While it is still early, we believe that Muse has the potential to become the most widely used consumer AI application since ChatGPT". Su target de $ 920 implica 26x su EPS GAAP estimado para el 2028 de $ 35.44, el cual consideran que es bastante conservador. vía @tebb29

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