Communication Services
Interactive Media & Services
2 companies under coverage.
Coverage
Interactive Media & Services
Equity Research
Meta Platforms (META)
The bull case — 'AI Ads Monetize' (10% weight) — targets $880, +56% vs spot. It needs the multiple to hold or expand.
Equity Research
Alphabet Inc. (GOOGL)
The bull case — 'Cloud + Waymo Win' (10% weight) — targets $470, +32% vs spot. It needs the multiple to hold or expand.