Meta akciju kritums: augst\u0101ki izdevumu prognozes 2026. gadam<\/p>\n
Meta Platforms Inc. akcijas piedz\u012bvoja iev\u0113rojamu kritumu p\u0113cbir\u017e\u0101 tre\u0161dien, neraugoties uz sp\u0113c\u012bgiem tre\u0161\u0101 ceturk\u0161\u0146a rezult\u0101tiem. Tehnolo\u0123iju gigants br\u012bdin\u0101ja par iev\u0113rojami augst\u0101k\u0101m izmaks\u0101m 2026. gad\u0101, sal\u012bdzinot ar \u0161o gadu. \u0160\u012b prognoze satrauca investorus, izraisot strauju akciju v\u0113rt\u012bbas samazin\u0101jumu.<\/p>\n
L\u012bdz\u012bgi k\u0101 konkurenti, Meta ir iesaist\u012bjusies pla\u0161a m\u0113roga invest\u012bcij\u0101s m\u0101ksl\u012bg\u0101 intelekta (MI) jom\u0101. Uz\u0146\u0113mums prognoz\u0113, ka t\u0101 izdevumi n\u0101kamgad pieaugs iev\u0113rojami strauj\u0101k, galvenok\u0101rt saist\u012bb\u0101 ar infrastrukt\u016bras izmaks\u0101m un darbinieku kompens\u0101cij\u0101m. Meta ir piesaist\u012bjusi augsti kvalific\u0113tus MI speci\u0101listus, pied\u0101v\u0101jot vi\u0146iem iespaid\u012bgus atalgojumus.<\/p>\n
K\u0101 skaidroja uz\u0146\u0113mums: <\/p>\n
\u201eDarbinieku kompens\u0101cijas izmaksas b\u016bs otrs liel\u0101kais izaugsmes faktors, jo m\u0113s paredzam pilnu kompens\u0101ciju par darbiniekiem, kas pie\u0146emti darb\u0101 visa 2025. gada garum\u0101, \u012bpa\u0161i MI talantiem, un piesaist\u0101m tehnisko talantu priorit\u0101raj\u0101s jom\u0101s.\u201d<\/p><\/blockquote>\n
Finan\u0161u rezult\u0101ti un n\u0101kotnes prognozes<\/p>\n
Laika posm\u0101 no j\u016blija l\u012bdz septembrim Menlo Parkas, Kalifornijas, uz\u0146\u0113mums Meta Platforms Inc. nopeln\u012bja 2,71 miljardu dol\u0101ru (2,33 miljardu eiro), kas ir 1,05 dol\u0101ri par akciju. Ja netiktu iek\u013cauti ar nodok\u013ciem saist\u012btie \u012bpa\u0161ie izdevumi, pe\u013c\u0146a b\u016btu 7,25 dol\u0101ri par akciju. Ien\u0101kumi pieauga par 26%, sasniedzot 51,42 miljardus dol\u0101ru (44,29 miljardus eiro), sal\u012bdzinot ar 40,59 miljardiem dol\u0101ru (34,96 miljardiem eiro) iepriek\u0161\u0113j\u0101 gad\u0101.<\/p>\n
Anal\u012bti\u0137i vid\u0113ji bija prognoz\u0113ju\u0161i 6,72 dol\u0101ru pe\u013c\u0146u uz akciju un 49,51 miljardu dol\u0101ru (42,64 miljardu eiro) ien\u0101kumus ceturksn\u012b. Meta ikdienas akt\u012bvo lietot\u0101ju skaits t\u0101s lietotn\u0113s \u2013 Facebook, Messenger, WhatsApp, Instagram un Threads \u2013 septembr\u012b vid\u0113ji bija 3,54 miljardi, kas ir par 8% vair\u0101k nek\u0101 gadu iepriek\u0161. Pa\u0161reiz\u0113jam ceturksnim Meta prognoz\u0113 ie\u0146\u0113mumus 56 l\u012bdz 59 miljardu dol\u0101ru (48,23 l\u012bdz 50,81 miljardu eiro) apm\u0113r\u0101, kam\u0113r anal\u012bti\u0137i paredz 57,36 miljardus dol\u0101ru.<\/p>\n
Anal\u012bti\u0137u optimistiskais skat\u012bjums<\/p>\n
Neskatoties uz akciju kritumu, anal\u012bti\u0137i \u0161\u0137iet maz\u0101k satraukti par Meta izdevumu pieaugumu nek\u0101 akcion\u0101ri. K\u0101 nor\u0101da Sonata Insights dibin\u0101t\u0101ja un galven\u0101 anal\u012bti\u0137e Debra Aho Viljamsone: <\/p>\n
\u201eMeta gad\u012bjum\u0101 rekl\u0101ma ir pamats; MI ir izaugsmes dzin\u0113js.\u201d<\/p><\/blockquote>\n
Vi\u0146a piebilst, ka milz\u012bg\u0101s invest\u012bcijas MI ir piln\u012bb\u0101 pamatotas, jo 26% ien\u0101kumu pieaugums tre\u0161aj\u0101 ceturksn\u012b skaidri par\u0101da, ka Meta veiksm\u012bgi integr\u0113 MI savos rekl\u0101mas produktos.<\/p>\n
Lai gan Meta nav publiskojusi prec\u012bzas 2026. gada izdevumu prognozes, FactSet anal\u012bti\u0137i l\u0113\u0161, ka t\u0101s var\u0113tu sasniegt 97 miljardus dol\u0101ru (83,51 miljardu eiro). \u0160ogad uz\u0146\u0113mums sagaida kapit\u0101lizdevumus 70 l\u012bdz 72 miljardu dol\u0101ru (60,28 l\u012bdz 62 miljardu eiro) apm\u0113r\u0101, kas ir vair\u0101k nek\u0101 s\u0101kotn\u0113ji prognoz\u0113tie 66 l\u012bdz 72 miljardi dol\u0101ru.<\/p>\n
Zacks Investment Research akciju strat\u0113\u0123is Endrj\u016b Rokko uzsver, ka <\/p>\n
\u201eceturksnis nebija slikts, un prognozes joproj\u0101m ir pozit\u012bvas. Vissvar\u012bg\u0101kais ir tas, ka vad\u012bba apstiprin\u0101ja paredzamo rekl\u0101mas ie\u0146\u0113mumu notur\u012bgu pieaugumu.\u201d<\/p><\/blockquote>\n
Juridiskie un regulat\u012bvie izaicin\u0101jumi<\/p>\n
Meta ar\u012b br\u012bdin\u0101ja par vair\u0101kiem juridiskajiem un regulat\u012bvajiem izaicin\u0101jumiem ASV un Eiropas Savien\u012bb\u0101, kas var\u0113tu negat\u012bvi ietekm\u0113t uz\u0146\u0113muma finan\u0161u rezult\u0101tus. Uz\u0146\u0113mums nor\u0101d\u012bja, ka <\/p>\n
\u201eASV ir pl\u0101noti vair\u0101ki ar jaunie\u0161iem saist\u012bti tiesas procesi 2026. gad\u0101, kas galu gal\u0101 var rad\u012bt iev\u0113rojamus zaud\u0113jumus.\u201d<\/p><\/blockquote>\n
T\u0101pat Meta saskaras ar pretmonopola lietu ASV, kur tiesne\u0161a l\u0113mums var\u0113tu piespiest uz\u0146\u0113mumu atdal\u012bt WhatsApp un Instagram, kas kop\u0161 ieg\u0101des ir k\u013cuvu\u0161i par soci\u0101lo mediju sp\u0113kav\u012briem. \u0160ie juridiskie draudi pievienojas jau eso\u0161aj\u0101m ba\u017e\u0101m par MI invest\u012bciju apjomu, radot papildu spiedienu uz Meta akciju v\u0113rt\u012bbu.<\/p>\n","protected":false},"excerpt":{"rendered":"Meta akciju kritums: augst\u0101ki izdevumu prognozes 2026. gadam Meta Platforms Inc. akcijas piedz\u012bvoja iev\u0113rojamu kritumu p\u0113cbir\u017e\u0101 tre\u0161dien, neraugoties…\n","protected":false},"author":2,"featured_media":35223,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[5090,77,76,10317,10318,35,39,38,36,37,34,40,87,4117],"class_list":{"0":"post-35222","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-akciju-tirgus","9":"tag-bizness","10":"tag-business","11":"tag-finansu-prognozes","12":"tag-kapitalizdevumi","13":"tag-latvia","14":"tag-latvian","15":"tag-latviesu","16":"tag-latviesu-valoda","17":"tag-latviesuvaloda","18":"tag-latvija","19":"tag-lv","20":"tag-maksligais-intelekts","21":"tag-meta"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115463042060200190","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/35222","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=35222"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/35222\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/35223"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=35222"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=35222"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=35222"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}