The following are the latest ratings and target prices for US stocks from various brokerage firms:
China International Capital Corporation We maintain our Outperform rating on Meta Platforms Inc-A (META.O) with a target price of $773.
Meta acquires Manus to enhance AI-powered agents. The company's strategic layout, engineering capabilities, and high-growth ARR highlight its synergistic potential. Despite rising capital expenditures and short-term pressure on AI, the group's strong execution capabilities and the potential for model iteration and commercialization to unlock valuation elasticity are promising. The current share price corresponds to a 2025 P/E ratio of 29x, which is below the target upside potential of 17%.
First Shanghai maintains Tesla (TSLA.O) Buy rating:
Tesla's Robotaxi recruitment drive in China is progressing smoothly, with FSD v14.2.2 enhancing urban driving capabilities. The fleet has accumulated nearly 7 billion miles of driving, validating the system's reliability. Musk has clarified that FSD is planned for entry into the UAE in 2026, indicating promising global expansion. (Energy storage) The company secured a 1GWh Megapack order from the UK, solidifying its leading position in the energy business. With autonomous driving and energy as its dual drivers, its long-term growth logic is clear.
(Article source: CLS)
