Agree with this

'It's Time to Buy Meta.' Why Morgan Stanley Sees 45% Upside for the Stock

Morgan Stanley is bullish on Meta AI proxy product MetaClaw leading new growth

Morgan Stanley believes that Meta's valuation is at a ten-year low. MetaClaw, an AI agent product, relies on the Llama large model and 3.5 billion users, which is expected to promote the company's transformation from advertising display to transaction realization and open a new growth engine.

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MetaClaw, an AI agent product, relies on the Llama large model and 3.5 billion users, which is expected to promote the company's transformation from advertising display to transaction realization and open a new growth engine."}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Agree with this&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Agree with this&nbsp;</p></body></html>","text":"Agree with this","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/548901359711432","repostId":2623429503,"repostType":2,"repost":{"id":"2623429503","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1775015528,"share":"https://ttm.financial/m/news/2623429503?lang=en_US&edition=fundamental","pubTime":"2026-04-01 11:52","market":"us","language":"en","title":"'It's Time to Buy Meta.' Why Morgan Stanley Sees 45% Upside for the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2623429503","media":"Dow Jones","summary":"There's a 'tactical buying opportunity' as concerns about AI and regulatory matters lead Meta's stock to trade at an unusually large discount to its historical averageNew agentic-AI applications...","content":"<html><head></head><body><p>There&#39;s a &#39;tactical buying opportunity&#39; as concerns about AI and regulatory matters lead Meta&#39;s stock to trade at an unusually large discount to its historical average</p><p>New agentic-AI applications following Meta&#39;s recent acquisitions could lead to a multibillion-dollar opportunity, analysts predict.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> had already been struggling to prove itself as an artificial-intelligence winner when two back-to-back lawsuits last week injected fresh uncertainty into the stock.</p><p>To some on Wall Street, the recent volatility has created a perfect buying opportunity for shares of Meta (META), which are down 13% year-to-date.</p><p>Sentiment for Meta&#39;s stock has &#34;troughed,&#34; Morgan Stanley analyst Brian Nowak wrote in a Sunday note. Although he lowered his price target to $775 from $825 due to macroeconomic concerns, Nowak expressed confidence that the stock will fetch a higher valuation in the coming months. With shares trading at $572, Nowak&#39;s price target implies 35% upside from current levels.</p><p>&#34;It&#39;s time to buy Meta,&#34; he wrote, naming the stock his new top pick within the internet sector.</p><p>Meta incurred around $380 million in legal penalties following the results of two lawsuits last week. But zooming out, investors were left to wonder if the company&#39;s advertising-business model would be subject to stricter regulation. In the aftermath of the rulings, Meta&#39;s stock was trading at approximately 15x its projected 2027 earnings of $36.31 per share.</p><p>This represents a 55% price-to-earnings-growth discount relative to its megacap technology peers and places the stock one standard deviation below its 10-year average, Nowak wrote. Meta&#39;s stock has traded at such a discount only three other times in the last decade, which suggests &#34;a tactical buying opportunity with catalysts ahead,&#34; according to Nowak.</p><p>More: As Meta sheds $119 billion in market cap, has the stock become &#39;uninvestable&#39;?</p><p>He said the regulatory risk is being overstated, especially given the geopolitical competition surrounding the AI race. &#34;In a world where we believe the U.S. government is behind and supporting Meta in order to help make them one of the global AI leaders, we expect to see thoughtful legislation that balances social-media access against proposals that could materially impair Meta,&#34; Nowak wrote.</p><p>Key to Nowak&#39;s bull thesis is a potential &#34;MetaClaw&#34; agent, which he said could transform Meta&#39;s AI capabilities and lead to a &#34;multi-billion dollar agentic opportunity.&#34; Meta has recently acquired Singaporean AI agent company Manus and the AI social network Moltbook. Combined with an updated large language model, Meta could roll out an agentic shopping tool across its various social-media sites, allowing users to purchase products directly on platforms such as Messenger, according to Nowak.</p><p>Meta has also shared plans to build automated advertising tools for small and medium-size businesses across its platforms. &#34;The more utility Meta can drive for advertisers, the larger share of budgets it is likely to capturegoing forward,&#34; Nowak wrote.</p><p>Read on: Why Meta is buying Moltbook, a viral AI social network</p><p>Meta has also been embarking on a cost-cutting journey that Nowak said could drive further upside to the stock, &#34;or provide cushion to our base case if ad markets weaken.&#34; The company reportedly plans to cut up to 20% of its workforce, which Nowak estimated could save between $3 billion and $10 billion annually, and increase earnings per share by over $1 in 2027.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>'It's Time to Buy Meta.' 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Why Morgan Stanley Sees 45% Upside for the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-01 11:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>There&#39;s a &#39;tactical buying opportunity&#39; as concerns about AI and regulatory matters lead Meta&#39;s stock to trade at an unusually large discount to its historical average</p><p>New agentic-AI applications following Meta&#39;s recent acquisitions could lead to a multibillion-dollar opportunity, analysts predict.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> had already been struggling to prove itself as an artificial-intelligence winner when two back-to-back lawsuits last week injected fresh uncertainty into the stock.</p><p>To some on Wall Street, the recent volatility has created a perfect buying opportunity for shares of Meta (META), which are down 13% year-to-date.</p><p>Sentiment for Meta&#39;s stock has &#34;troughed,&#34; Morgan Stanley analyst Brian Nowak wrote in a Sunday note. Although he lowered his price target to $775 from $825 due to macroeconomic concerns, Nowak expressed confidence that the stock will fetch a higher valuation in the coming months. With shares trading at $572, Nowak&#39;s price target implies 35% upside from current levels.</p><p>&#34;It&#39;s time to buy Meta,&#34; he wrote, naming the stock his new top pick within the internet sector.</p><p>Meta incurred around $380 million in legal penalties following the results of two lawsuits last week. But zooming out, investors were left to wonder if the company&#39;s advertising-business model would be subject to stricter regulation. In the aftermath of the rulings, Meta&#39;s stock was trading at approximately 15x its projected 2027 earnings of $36.31 per share.</p><p>This represents a 55% price-to-earnings-growth discount relative to its megacap technology peers and places the stock one standard deviation below its 10-year average, Nowak wrote. Meta&#39;s stock has traded at such a discount only three other times in the last decade, which suggests &#34;a tactical buying opportunity with catalysts ahead,&#34; according to Nowak.</p><p>More: As Meta sheds $119 billion in market cap, has the stock become &#39;uninvestable&#39;?</p><p>He said the regulatory risk is being overstated, especially given the geopolitical competition surrounding the AI race. &#34;In a world where we believe the U.S. government is behind and supporting Meta in order to help make them one of the global AI leaders, we expect to see thoughtful legislation that balances social-media access against proposals that could materially impair Meta,&#34; Nowak wrote.</p><p>Key to Nowak&#39;s bull thesis is a potential &#34;MetaClaw&#34; agent, which he said could transform Meta&#39;s AI capabilities and lead to a &#34;multi-billion dollar agentic opportunity.&#34; Meta has recently acquired Singaporean AI agent company Manus and the AI social network Moltbook. Combined with an updated large language model, Meta could roll out an agentic shopping tool across its various social-media sites, allowing users to purchase products directly on platforms such as Messenger, according to Nowak.</p><p>Meta has also shared plans to build automated advertising tools for small and medium-size businesses across its platforms. &#34;The more utility Meta can drive for advertisers, the larger share of budgets it is likely to capturegoing forward,&#34; Nowak wrote.</p><p>Read on: Why Meta is buying Moltbook, a viral AI social network</p><p>Meta has also been embarking on a cost-cutting journey that Nowak said could drive further upside to the stock, &#34;or provide cushion to our base case if ad markets weaken.&#34; The company reportedly plans to cut up to 20% of its workforce, which Nowak estimated could save between $3 billion and $10 billion annually, and increase earnings per share by over $1 in 2027.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0310799852.SGD":"FTIF - 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Although he lowered his price target to $775 from $825 due to macroeconomic concerns, Nowak expressed confidence that the stock will fetch a higher valuation in the coming months. With shares trading at $572, Nowak's price target implies 35% upside from current levels.\"It's time to buy Meta,\" he wrote, naming the stock his new top pick within the internet sector.Meta incurred around $380 million in legal penalties following the results of two lawsuits last week. But zooming out, investors were left to wonder if the company's advertising-business model would be subject to stricter regulation. In the aftermath of the rulings, Meta's stock was trading at approximately 15x its projected 2027 earnings of $36.31 per share.This represents a 55% price-to-earnings-growth discount relative to its megacap technology peers and places the stock one standard deviation below its 10-year average, Nowak wrote. Meta's stock has traded at such a discount only three other times in the last decade, which suggests \"a tactical buying opportunity with catalysts ahead,\" according to Nowak.More: As Meta sheds $119 billion in market cap, has the stock become 'uninvestable'?He said the regulatory risk is being overstated, especially given the geopolitical competition surrounding the AI race. \"In a world where we believe the U.S. government is behind and supporting Meta in order to help make them one of the global AI leaders, we expect to see thoughtful legislation that balances social-media access against proposals that could materially impair Meta,\" Nowak wrote.Key to Nowak's bull thesis is a potential \"MetaClaw\" agent, which he said could transform Meta's AI capabilities and lead to a \"multi-billion dollar agentic opportunity.\" Meta has recently acquired Singaporean AI agent company Manus and the AI social network Moltbook. Combined with an updated large language model, Meta could roll out an agentic shopping tool across its various social-media sites, allowing users to purchase products directly on platforms such as Messenger, according to Nowak.Meta has also shared plans to build automated advertising tools for small and medium-size businesses across its platforms. \"The more utility Meta can drive for advertisers, the larger share of budgets it is likely to capturegoing forward,\" Nowak wrote.Read on: Why Meta is buying Moltbook, a viral AI social networkMeta has also been embarking on a cost-cutting journey that Nowak said could drive further upside to the stock, \"or provide cushion to our base case if ad markets weaken.\" The company reportedly plans to cut up to 20% of its workforce, which Nowak estimated could save between $3 billion and $10 billion annually, and increase earnings per share by over $1 in 2027.","news_type":1,"symbols_score_info":{"META":2}},"isVote":1,"tweetType":1,"viewCount":9,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/548901359711432"}