Meta Platforms (META, Buy, $595 target) First Take: A bit more color on ROI from Gen AI
What’s New: In this first take following tonight’s results, we focus on:1. Ad growth in 2025: video, more Advantage+ tools, better recommendation models
2. Meta AI: User experience upgrade coming with Llama 4. And then monetization?
3. 2025 margin and capex outlook still vague but coming into focus soon.
Facebook is building and engaging products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and in-home devices. The company's products include: Facebook, which enables people to connect, share, discover, and communicate with each other on mobile devices and personal computers; Instagram, which is a place where people can express themselves through photos, videos, and private messaging, and explore their interests in businesses, creators and communities; Messenger and WhatsApp, which are messaging applications; and Oculus, which connects people through its Oculus virtual reality products.
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