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Meta's Stock Plunge After Q1 Numbers An 'Overreaction' To Zuckerberg's CapEx Move, Says Gene Munster: 'He Wants to Get Investors on the Same Page
Meta's Stock Plunge After Q1 Numbers An 'Overreaction' To Zuckerberg's CapEx Move, Says Gene Munster: 'He Wants to Get Investors on the Same Page
Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg's announcement related to "scaling capex and energy expenses for AI" during the company's first-quarter financial results, allegedly led to a 17% stock plunge. Gene Munster believes the market's reaction is an overreaction.
What Happened: During his opening statement on Wednesday, Zuckerberg revealed the company's plans to ramp up AI investment by scaling capital expenditure and energy expenses.
He said, "We're scaling CapEx and energy expenses for AI, we'll continue focusing on operating the rest of our company efficiently. But realistically, even with shifting many of our existing resources to focus on AI, we'll still grow our investment envelope meaningfully before we make much revenue from some of these new products."
This announcement caused the stock to drop an additional 5%, bringing the total decline to 17%, according to Munster, the co-founder and managing partner of Deepwater Asset Management.
"He wants to get investors on the same page, they're entering a multi-year investment cycle," Munster said, adding, "My take, the stock action is an overreaction,"
$META dropped an additional 5% (now down 17%) on Zuckerberg's opening comments that will be growing Capex and energy meaningfully before seeing the greater benefit of AI.
He wants to get investors on the same page, they're entering a multi year investment cycle.
My take, the...— Gene Munster (@munster_gene) April 24, 2024
Why It Matters: Meta's first-quarter financial results were strong. The company reported a revenue of $36.45 billion, a 27% increase year-over-year, according to data from Benzinga Pro. This figure surpassed the Street's consensus estimate of $36.16 billion.
Last quarter, Meta surprised investors with better-than-expected results, introducing a quarterly dividend, and unveiling a $50 billion expansion to its buyback initiative.
On Wednesday, the tech giant said that last year it prioritized increasing operational discipline, achieving robust execution, and improving advertising performance. Looking ahead to 2024, the company intends to further strengthen its efforts in these domains while also advancing its long-term ambitions in AI and Reality Labs.
META Price Action: Meta shares declined 15.1% after hours to $418.85 after closing 0.52% lower at $493.5 in the regular session, according to data from Benzinga Pro.
Photo courtesy: Shutterstock
Check out more of Benzinga's Consumer Tech coverage by following this link.
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg's announcement related to "scaling capex and energy expenses for AI" during the company's first-quarter financial results, allegedly led to a 17% stock plunge. Gene Munster believes the market's reaction is an overreaction.
Meta Platforms, Inc.(纳斯达克股票代码:META)首席执行官马克·扎克伯格在公司第一季度财务业绩中宣布了 “扩大人工智能的资本支出和能源支出”,据称导致股价暴跌了17%。吉恩·芒斯特认为,市场的反应是反应过度。
What Happened: During his opening statement on Wednesday, Zuckerberg revealed the company's plans to ramp up AI investment by scaling capital expenditure and energy expenses.
发生了什么:扎克伯格在周三的开幕词中透露了该公司通过扩大资本支出和能源支出来增加人工智能投资的计划。
He said, "We're scaling CapEx and energy expenses for AI, we'll continue focusing on operating the rest of our company efficiently. But realistically, even with shifting many of our existing resources to focus on AI, we'll still grow our investment envelope meaningfully before we make much revenue from some of these new products."
他说:“我们正在扩大人工智能的资本支出和能源支出,我们将继续专注于高效运营公司的其他部门。但实际上,即使将许多现有资源转移到人工智能上,在我们从其中一些新产品中获得大量收入之前,我们仍将有意义地扩大投资范围。”
This announcement caused the stock to drop an additional 5%, bringing the total decline to 17%, according to Munster, the co-founder and managing partner of Deepwater Asset Management.
深水资产管理公司的联合创始人兼管理合伙人芒斯特表示,这一公告导致该股又下跌了5%,使总跌幅达到17%。
"He wants to get investors on the same page, they're entering a multi-year investment cycle," Munster said, adding, "My take, the stock action is an overreaction,"
芒斯特说:“他想让投资者达成共识,他们正在进入一个多年的投资周期,” 他补充说,“我的看法是,股票走势反应过度,”
$META dropped an additional 5% (now down 17%) on Zuckerberg's opening comments that will be growing Capex and energy meaningfully before seeing the greater benefit of AI.
He wants to get investors on the same page, they're entering a multi year investment cycle.
My take, the...— Gene Munster (@munster_gene) April 24, 2024
由于扎克伯格的开场白,$META又下跌了5%(目前下降了17%),在看到人工智能的更大好处之前,资本支出和能源将有意义地增长。
他想让投资者达成共识,他们正在进入一个多年的投资周期。
我的看法,...— 吉恩·芒斯特 (@munster_gene) 2024 年 4 月 24 日
Why It Matters: Meta's first-quarter financial results were strong. The company reported a revenue of $36.45 billion, a 27% increase year-over-year, according to data from Benzinga Pro. This figure surpassed the Street's consensus estimate of $36.16 billion.
为何重要:Meta 的第一季度财务业绩强劲。根据Benzinga Pro的数据,该公司报告的收入为364.5亿美元,同比增长27%。这个数字超过了华尔街共识估计的361.6亿美元。
Last quarter, Meta surprised investors with better-than-expected results, introducing a quarterly dividend, and unveiling a $50 billion expansion to its buyback initiative.
上个季度,Meta以好于预期的业绩令投资者感到惊讶,引入了季度分红,并公布了500亿美元的回购计划扩张计划。
On Wednesday, the tech giant said that last year it prioritized increasing operational discipline, achieving robust execution, and improving advertising performance. Looking ahead to 2024, the company intends to further strengthen its efforts in these domains while also advancing its long-term ambitions in AI and Reality Labs.
这家科技巨头周三表示,去年它优先考虑加强运营纪律,实现强有力的执行和提高广告业绩。展望2024年,该公司打算进一步加强在这些领域的努力,同时推进其在人工智能和现实实验室方面的长期目标。
META Price Action: Meta shares declined 15.1% after hours to $418.85 after closing 0.52% lower at $493.5 in the regular session, according to data from Benzinga Pro.
META价格走势:根据Benzinga Pro的数据,Meta股价盘后下跌15.1%,至418.85美元,此前常规交易日收盘下跌0.52%,至493.5美元。
Photo courtesy: Shutterstock
照片来源:Shutterstock
Check out more of Benzinga's Consumer Tech coverage by following this link.
点击此链接,查看Benzinga对消费科技的更多报道。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明:此内容部分是在Benzinga Neuro的帮助下制作的,并由Benzinga编辑审查和发布。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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