Core Viewpoint - UBS reports that Meta's Q2 performance was strong, with advertising revenue growth exceeding expectations, leading to an upward revision of revenue forecasts for 2026-2027 by 8% [1] Group 1: Revenue and Earnings Forecasts - UBS has raised its total expenditure forecasts for 2026-2027 by 5% and 7% respectively, considering an increase in operating expenses [1] - The adjusted earnings per share forecasts for 2026-2027 have been increased by 13% and 9% respectively [1] Group 2: Growth Potential - UBS expresses optimism regarding Meta's long-term growth potential through new monetization channels such as commercial AI and Meta AI search [1] - The target price for Meta has been raised from $812 to $897, maintaining a "buy" rating [1]
大行评级|瑞银:上调Meta目标价至897美元 看好其长期增长潜力