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花旗点赞Meta(META.US)AI设备战略 维持“买入”评级及目标价915美元
Meta PlatformsMeta Platforms(US:META) 智通财经网·2025-09-22 03:53

Group 1 - Citi reiterated a "Buy" rating for Meta Platforms (META.US) with a target price of $915, following the launch of three new AI smart glasses at the recent Connect conference [1] - Citi expressed strong optimism regarding Meta's AI glasses and broader AI device strategy, predicting 2026 could be a critical adoption point due to appealing design and pricing [1] - Meta's robust financial health supports this optimism, with a gross margin of up to 82% and an overall financial health rating of "Great" [1] Group 2 - Meta's product roadmap is expected to enhance user engagement and drive commercial revenue growth, with AI investments described as "highly strategic" [2] - Meta announced a quarterly cash dividend of $0.525 per share for Class A and Class B common stock, scheduled for payment on September 29, 2025 [2] - Other major firms maintain bullish ratings on Meta, with Citizens JMP reiterating an "Outperform" rating and a target price of $900, highlighting the success of the Reels advertising project [2]