Meta Platforms Stock Is Tumbling Thursday: What's Going On?
Meta Platforms Stock Is Tumbling Thursday: What's Going On?
Meta Platforms Inc (NASDAQ:META) shares are falling Thursday on the heels of the company's first-quarter financial results. Several analysts also cut price targets on the stock following the print.
继公司公布第一季度财务业绩之后，Meta Platforms Inc（纳斯达克股票代码：META）股价周四下跌。公布后，几位分析师还下调了该股的目标股价。
What Happened: Meta reported first-quarter revenue of $36.455 billion, which came in ahead of analyst estimates of $36.156 billion. The company also beat earnings estimates when it reported EPS of $4.71 versus estimates of $4.33, according to Benzinga Pro.
发生了什么：Meta公布的第一季度收入为364.55亿美元，高于分析师估计的361.56亿美元。根据Benzinga Pro的数据，该公司公布的每股收益为4.71美元，而预期的每股收益为4.33美元，也超出了收益预期。
Family daily active people were ip 7% year-over-year to 3.24 billion. Ad impressions climbed 20% and average price per ad jumped 6% year-over-year.
家庭每日活跃人口同比增长7％，达到32.4亿。广告曝光量增长了20％，每则广告的平均价格同比增长了6％。
"It's been a good start to the year. The new version of Meta AI with Llama 3 is another step towards building the world's leading AI. We're seeing healthy growth across our apps and we continue making steady progress building the metaverse as well," said Mark Zuckerberg, founder and CEO of Meta.
“这是今年的良好开端。搭载Llama 3的新版本的Meta AI是朝着构建世界领先的人工智能迈出的又一步。我们看到了应用程序的健康增长，我们在建设元宇宙方面也继续取得稳步进展。” Meta创始人兼首席执行官马克·扎克伯格说。
Related Link: Mark Zuckerberg Says 'Tens Of Millions' Users Have Already Tried Meta AI, And People Are 'Asking Us To Release...Wherever They Are'
相关链接：马克·扎克伯格说，“数千万” 用户已经尝试过元人工智能，人们 “要求我们发布... 无论他们身在何处”
Despite beating estimates, the stock is facing heavy selling pressure likely due to the company's guidance. Meta said it expects second-quarter revenue to be in the range of $36.5 billion to $39 billion versus estimates of $38.3 billion.
尽管超出预期，但该股仍面临巨大的抛售压力，这可能是由于该公司的指导。Meta表示，预计第二季度收入将在365亿美元至390亿美元之间，而估计为383亿美元。
The company raised its expense outlook for the year from a range of $94 billion to $99 billion to a new range of $96 billion to $99 billion. Meta also raised its capital expenditures forecast from a range of $30 billion to $37 billion to a new range of $35 billion to $40 billion as the company continues to accelerate its infrastructure investments to support its AI roadmap.
该公司将今年的支出展望从940亿美元至990亿美元上调至960亿美元至990亿美元的新区间。随着该公司继续加快基础设施投资以支持其人工智能路线图，Meta还将其资本支出预测从300亿美元至370亿美元上调至350亿美元至400亿美元的新区间。
"While we are not providing guidance for years beyond 2024, we expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts," the company said.
该公司表示：“尽管我们没有为2024年以后的几年提供指导，但我们预计，随着我们积极投资以支持我们雄心勃勃的人工智能研究和产品开发工作，明年的资本支出将继续增加。”
Meta also noted that it expects operating losses to "increase meaningfully" year-over-year for its Reality Labs division.
Meta 还指出，预计其 Reality Labs 部门的营业亏损将同比 “大幅增加”。
Analyst Changes:
分析师变更：
- Goldman Sachs analyst Eric Sheridan maintained Meta with a Buy and lowered the price target from $555 to $500.
- 高盛分析师埃里克·谢里丹维持买入的Meta，并将目标股价从555美元下调至500美元。
- Wolfe Research analyst Deepak Mathivanan maintained Meta with an Outperform and lowered the price target from $530 to $500.
- 沃尔夫研究分析师迪帕克·马蒂瓦南将Meta维持在跑赢大盘的水平，并将目标股价从530美元下调至500美元。
- Needham analyst Laura Martin reiterated Meta with an Underperform.
- Needham 分析师劳拉·马丁重申 Meta 表现不佳。
- Rosenblatt analyst Barton Crockett maintained Meta with a Buy and raised the price target from $520 to $562.
- 罗森布拉特分析师巴顿·克罗基特维持买入的Meta，并将目标股价从520美元上调至562美元。
- Wedbush analyst Scott Devitt maintained Meta with an Outperform and lowered the price target from $570 to $480.
- Wedbush 分析师斯科特·德维特将 Meta 维持在跑赢大盘的水平，并将目标股价从570美元下调至480美元。
- Oppenheimer analyst Jason Helfstein maintained Meta with an Outperform and lowered the price target from $585 to $500.
- 奥本海默分析师杰森·赫尔夫斯坦维持Meta的跑赢大盘，并将目标股价从585美元下调至500美元。
META Price Action: Meta shares were down 15.3% at $417.88 at the time of publication, according to Benzinga Pro.
META价格走势：根据Benzinga Pro的数据，截至发布时，Meta股价下跌了15.3％，至417.88美元。
Photo: Shutterstock.
照片：Shutterstock。