Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks on the Market’s Radar. On December 18, BofA Securities reiterated its “Buy” rating on the stock with a price target of $810.00. Despite the recent multiple compression, the firm is constructive on the stock driven by key near-term catalysts. BoFA noted how Meta has lagged the broader market and some of its biggest peers despite analysts having raised Meta’s 2026 earnings estimates. Investors have grown cautious on the stock amid concerns about AI ...

Meta says that it has paused its program to share Meta Horizon OS, the mixed reality operating system that powers its Quest headsets, with third-party device makers. The program was part of the company’s metaverse push — the idea behind the program was to create a “new generation of hardware” that would give VR users their pick of devices when it came to engaging with Meta’s digital worlds.“We have paused the program to focus on building the world-class first-party hardware and software needed to advance th ...

Based on implied volatility (IV) — which is a residual value calculated from actual option order flows — Barchart’s Expected Move calculator projects a price range (for the month-of-February expiration date) between $15.78 and $30.18. Thanks to the heightened IV, we have a whopping high-low spread of 91.25%.As for the latest read, net trade sentiment stood at $367,100. Personally, I think that’s going to tell you a lot more than which individual puts or calls have demonstrated unusual activity.Despite the c ...

IQSTEL Inc. (NASDAQ:IQST) on Monday announced that December 15, 2025, is the record date for its previously disclosed first-ever dividend distribution, payable in IQSTEL common shares. IQSTEL offers digital infrastructure, telecom services (VoIP, SMS, IoT, fiber), Fintech solutions (remittances, debit cards, immigrant banking), Electric Vehicles (motorcycles and cars), and Metaverse platforms. Distribution Details As previously announced, IQSTEL will distribute a stock-based dividend to all official shar ...

Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks in the Spotlight for Investors. On December 11, Piper Sandler analyst Thomas Champion reiterated an Overweight rating on the stock with an $840.00 price target. The firm has tagged Meta as its Top Large Cap Pick, driven by ad market tailwinds and undervalued fundamentals. Meta shares have delivered mid-single-digit gains over the past year, even though multiples have compressed by an estimated 10%, the firm noted. Their Ad buyer survey have furth ...

技术面与历史表现 - 公司股票当前交易于620.07美元至685.35美元的支撑区间内 历史上该区间曾三次吸引买家并实现平均14.8%的峰值回报 [2] - 公司股票并非免疫于大幅下跌 在2018年调整中下跌约43% 在新冠疫情暴跌中下跌近35% 在通胀驱动的低迷时期暴跌77% [6] 基本面与近期业绩 - 公司2025年第三季度业绩超预期 营收增长26.2% 人工智能驱动的广告效果持续改善 [4] - 公司长期营收增长强劲 过去十二个月营收增长21.3% 过去三年平均增长17.3% 过去三年最低年营收增长为7.5% [10] - 公司盈利能力出色 过去十二个月自由现金流利润率接近23.7% 营业利润率为43.2% [10] - 公司当前市盈率为31.6倍 [10] 战略与业务前景 - 公司战略重心正从元宇宙支出转向人工智能整合 这持续提升广告效率和用户参与度 [4] - 尽管Reality Labs业务仍构成拖累 但公司核心业务强劲 人工智能进展积极且用户增长 共同构成了支撑背景 [4] - 分析师平均目标价高于818美元 表明较当前水平有显著上行空间 [4]

NEW YORK (AP) — Accompanying Time's annual person of the year selection Thursday is a magazine cover that resembles the “Lunch Atop a Skyscraper” photograph from the 1930s showing eight of the “ Architects of AI ” sitting on the beam. “This was the year when artificial intelligence’s full potential roared into view, and when it became clear that there will be no turning back or opting out,” Time editor-in-chief Sam Jacobs wrote in an explanation of the choice. The magazine was deliberate in selecting peo ...

核心观点 - Meta Platforms被视作“科技七巨头”中的佼佼者，其核心社交媒体的强大现金流生成能力，支撑了公司在新技术和全球用户增长上的积极投资[1] - 公司即将推出的专有大型语言模型“Avocado”被视为关键的潜在催化剂，旨在巩固其市场领导地位并构建更具盈利潜力的AI产品生态[3][4][5] - 基于其基本面和23倍的远期市盈率，公司被认为是该领域估值最具吸引力的标的之一[6] 核心业务与竞争优势 - 公司的社交媒体帝国是其强大的核心业务，能产生强劲的现金流[1] - 全球大多数人每天都会访问公司的网站或应用，公司已成功将这些流量货币化，建立了世界级的竞争壁垒[2] - 公司的产品在几乎所有年龄段的用户以及全球几乎所有国家都实现了用户时长份额的增长[1] 增长动力与未来布局 - 公司的核心业务正得到不断增长的AI业务、元宇宙雄心以及其他投资的良好补充[3] - 分析师高度期待公司将于明年推出名为“Avocado”的新大型语言模型[3] - “Avocado”项目是公司为扩大市场份额并保持在大语言模型开发领域领导地位的最新重大举措[4] - 与多年前发布的Llama模型不同，“Avocado”计划作为专有模型发布而非开源，旨在围绕该模型建立更宽的护城河[5] - 专有模型策略旨在帮助公司开发更具货币化潜力和长期盈利能力的AI产品生态系统[5] 财务状况与估值 - 公司的财务数据背后有惊人的盈利能力和增长作为支撑[6] - 公司股票的远期市盈率为23倍，被认为是该领域最便宜的标的之一[6]

Magnificent Seven stocks, which led the stock market rally from the front between 2023 and 2024, have looked relatively shaky this year, and Apple (AAPL), Tesla (TSLA), Amazon (AMZN), and Meta Platforms (META) are underperforming their average S&P 500 Index ($SPX) peer, while Microsoft’s (MSFT) performance is barely in line. Even Nvidia’s (NVDA) year-to-date gains of around 36% look quite grounded, given what the stock has delivered to investors in the last two years. www.barchart.com Notably, U.S. tech ...

核心观点 - Meta计划提高其虚拟现实设备的价格 以建立更健康的业务模式 确保长期可持续性 同时将放缓新硬件的发布节奏[1][2] 业务模式与定价策略 - 公司必须进行业务模式转型 具体措施包括提高设备价格 将新成本（如关税）计入定价 以及延长已上市设备的更换周期[1] - 未来设备价格将更加高端 旨在建立更健康的业务基础 摆脱对单一设备成败的生存焦虑[2] - 旗舰VR头显Meta Quest 3零售价为499.99美元 入门级型号零售价为299.99美元[3] 产品路线图与发布节奏 - 公司计划未来以更慢的节奏发布新硬件[2] - 代号为“Phoenix”的新混合现实眼镜的发布时间已从2026年下半年推迟至2027年上半年[3] - 关于价格调整的内部备忘录未提及混合现实眼镜[4] 战略重点与资源分配 - 近期与CEO和CTO举行的Reality Labs战略会议确定了三大主题：建立长期可持续的VR业务 打造“世界级”软件体验 以及加速移动端进展[4] - 管理层重申对VR的长期承诺 并强调需调整商业模式和路线图以实现这一目标[6] - 公司正努力超越行业自然增长率 这意味着并行运行多个项目 并承担关税、内容补贴、市场进入和设备的成本[6] - 有报道称Meta计划对负责硬件的Reality Labs部门进行高达30%的预算削减[5]