Meta Platforms Seen Well-Positioned for Q2 as Ad Engine Improvements Continue, UBS Says

-- Meta Platforms (META) may outperform expectations in Q2 as it shows more ads across its platforms and rolls out improvements to its recommendation and advertising tools, UBS Securities said Thursday in a report.

While shares of Meta's megacap peers have benefited from recent deals and product announcements, UBS said Meta remains unique because only its operating and capital spending assumptions are fully reflected in models, while the potential revenue benefits are not.

UBS increased its 2026 earnings estimate for Meta to $32.67 from $30.35. Analysts polled by FactSet expect $31.43.

The firm also raised its 2026 revenue estimate to $252.3 billion from $251.6 billion. Analysts project $251.3 billion.

UBS lowered its price target on Meta stock to $865 from $908 and maintained its buy rating.

Price: $608.64, Change: $-60.48, Percent Change: -9.04%

最新消息：Trian致信Solventum董事会，敦促其创造价值

（更新内容：Solventum 对置评请求的回应。） Trian Fund Management 周四在一封致 Solventum 董事会的公开信中表示，Solventum (SOLV) 从 3M (MMM) 分拆出来后，其管理严重不足，必须采取措施恢复业绩。 Trian 持有 Solventum 近 5% 的股份，该公司表示，Solventum 应该合理控制管理费用，简化投资组合，并优化资本配置。 Solventum 的一位发言人通过电子邮件告诉：“自 Trian 成为股东以来，Solventum 董事会和管理团队一直与 Trian 保持建设性的持续沟通，并完全认同实现股东价值最大化的目标。”Price: $67.60, Change: $+1.11, Percent Change: +1.67%

$MMM$SOLV

最新消息：Sprouts Farmers Market 第一季度业绩超预期，股价上涨。

（标题和第一段更新了最新的股价走势。） Sprouts Farmers Market (SFM) 股价周四上涨 18%，此前一天该公司公布了高于预期的第一季度业绩。该公司周三晚间公布的第一季度净利润为每股摊薄收益 1.71 美元，低于去年同期的 1.81 美元。 FactSet 调查的分析师此前预期为 1.68 美元。截至 3 月 29 日的三个月内，净销售额从去年同期的 22.4 亿美元增至 23.3 亿美元。 FactSet 调查的分析师此前预期为 23.2 亿美元。该公司表示，预计第二季度每股收益为 1.32 美元至 1.36 美元。分析师此前预期为 1.35 美元。该公司目前预计 2026 年每股收益为 5.32 美元至 5.48 美元，高于此前预期的 5.28 美元至 5.44 美元。分析师预计每股收益为 5.54 美元。Price: $83.76, Change: $+12.63, Percent Change: +17.76%

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Meta Platforms Seen Well-Positioned for Q2 as Ad Engine Improvements Continue, UBS Says

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