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Alphabet shares fell 7% amid concerns that Apple is developing its own AI-powered search tool, potentially threatening Google's market dominance. This comes during the ongoing DoJ antitrust trial, where allegations suggest Google has stifled competition through exclusive agreements. Barclays estimates that enforced behavioral remedies could reduce Alphabet's earnings by up to 19% by 2027, yet maintains a bullish outlook with a $220 price target, reflecting a potential 45% upside.
Barclays has raised its price target for Roblox (RBLX) from $46.00 to $62.00, reflecting a 34.78% increase and maintaining an "Equal-Weight" rating. Analysts forecast an average target price of $69.84, indicating a potential downside from the current price of $74.09, while GuruFocus estimates a fair value of $80.46, suggesting an upside of 8.6%.
Barclays analyst Ross Sandler has raised eBay's price target from $72 to $77, maintaining an Overweight rating, citing solid quarterly performance and confidence in 2025 projections despite global trade challenges. Analysts forecast an average target price of $65.54, indicating a slight downside from the current price of $68.16, with a consensus recommendation of "Hold." eBay reported a 2% increase in gross merchandise volume and a 16% rise in non-GAAP EPS for Q4 2024, alongside significant shareholder returns.
Barclays has lowered its price target for Meta Platforms Inc. to $640 from $705 while maintaining an Overweight rating. The company reported strong first-quarter results, with earnings per share of $6.43 and revenue of $42.31 billion, surpassing expectations. Despite anticipated challenges in the digital advertising market, Meta's focus on AI and operational efficiency positions it for continued growth, with projected second-quarter revenue between $42.5 billion and $45.5 billion.
Barclays analyst Ross Sandler has reduced the price target for Meta Platforms Inc. (NASDAQ: META) from $705.00 to $640.00. This adjustment reflects the latest assessment of the company's market position and performance.
In the latest episode of The Flip Side podcast, experts Brad Rogoff and Ross Sandler discuss the competitive landscape of AI, focusing on the significant investments made by tech giants like Microsoft and Amazon in data centers. They examine the potential impact of Chinese startup DeepSeek's innovations, questioning whether hyperscalers can maintain their dominance in the evolving AI market.
Mark Zuckerberg expressed surprise at Meta's rapid investment in AI infrastructure, raising 2024 capital expenditure guidance to between $38 billion and $40 billion. Despite beating earnings expectations, concerns over user growth and rising costs led to a dip in Meta's stock. The Reality Labs unit reported a $4.4 billion operating loss, with anticipated losses increasing in 2024 due to ongoing development efforts.
Ross Sandler
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01:12 31.10.2024
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