That morning,Morgan Stanleyanalyst Brian Nowak whipped out his scissors for a dramatic cut on Meta stock. Nowak reduced his price target to $225 per share from the previous $280. That doesn't make him a Meta bear, though, as he's maintaining his overweight (i.e., buy) recommendation on the stock.
The prognosticator's main concerns are the drops in engagement and a focus on Reels, which the company launched globally in February for users of Facebook and Instagram. This is a short video feature reminiscent of TikTok's highly popular, user-generated video briefs.
"We see Meta's declining US time spent trends and shift toward still-lower monetizing Reels engagement being larger near-term headwinds to revenue growth," Nowak wrote in a new analyst note.
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