-
Posted by
Two Blokes Apr 21 -
Filed in
Stock
-
7 views
I am downgrading Meta Platforms, Inc. to a Hold rating with a fair value of $568 per share due to anticipated revenue deceleration from Chinese advertisers. Meta faces near-term challenges from reduced digital ad spending by Chinese e-commerce giants and potential impacts from new U.S. trade policies. Heavy CAPEX and R&D investments may not yield significant returns as AI models become commoditized, impacting Meta's operating margins and free cash flow.
