2026 Q2 -tulosraportti
19 päivää sitten
‧1 t 3 min
0,525 USD/osake
Viimeisin osinko
0,36%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 29.7. | ||
Vuosittainen yhtiökokous 2026 27.5. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 29.10.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
38 min sittenI posted a video about the Hyperscalers and their capex. Basically, my mind has changed, and I no longer believe they will stop increasing it in 2-3 years. I think the cycle is much longer and more durable than I initally expected, and in this video I explain why that is a good thing for investors: Amazon, Meta, Microsoft & Google Just Proved Me Wrong https://youtu.be/ixS8TTHuAn0 I would love some insights, and if you believe I am wrong, please let me know (I own shares of $META, $AMZN and $MSFT, and these are just my opinions)
1 päivä sittenIs it good time to hop in whats your opinion?🤔
Looking at this myself. Impossible to time the bottom, but around these levels it's starting to become interesting for a first buy 👀
·11.8.After the Q2 reports, we are starting to see clearer signs that Big Tech's enormous AI investments are actually beginning to yield results. Microsoft Azure grew 43 % and Google Cloud a full 82 % YoY, while AWS increased revenue by 37 %. This strengthens the thesis that the high capex is not just a cost, but is starting to transform into strong growth in cloud and AI. Meta, however, is still in the investment-heavy phase. Q2 revenues increased strongly by 28 % to 60.8 billion dollars, but capex simultaneously amounted to a full 31.1 billion dollars. This caused free cash flow to fall to only 784 million dollars. The operating margin also fell from 43 % to 31 %, even though the result was burdened by, among other things, legal costs and severance payments. The interesting thing, therefore, is that Meta's underlying business is still growing strongly while the company is building up its AI infrastructure. Ad impressions increased 14 % and the average price per ad rose 12 %, which shows that the core business still has good momentum. My thesis is therefore that Meta could be in a similar investment phase to what Microsoft, Google, and Amazon have been in: cash flow is short-term pressured by enormous capex, but if the investments lead to higher engagement, better advertising, and new AI revenues, the return could come later. Therefore, I think Meta becomes particularly interesting if the stock trades around 18–20x future earnings. The big risk, however, is that the AI investments do not generate a sufficiently high return to justify the significantly increased capital base.
They will not generate a sufficiently increased return to justify the investment cost. It's very simple. AI will be an important part of any future, technically speaking. And Meta will make money. But not increased profits that justify the investments in AI right now.
·10.8.From ChatGPT I estimate the probabilities approximately at 20 % bear / 55 % base / 25 % bull. Wall Street is also relatively bullish: a current average from 39 analysts is around $812, with a range from $622 to $1,015. Why I am still positive Meta actually delivered a very strong top line in Q2: * Revenue: $60.8 billion * Growth: +28 % * Ad impressions: +14 % * Price per ad: +12 % * 3.60 billion daily users in Family of Apps * AI is already improving the ads' effectiveness. The interesting thing is that AI is not just a future story at Meta. AI is already helping the existing ad business with targeting, recommendations, and pricing. But here lies the big risk Meta spends extremely much on AI infrastructure. 2026 CapEx is now expected at $130–145 billion. That is enormous. Q2 alone Meta had CapEx of $31.1 billion, while free cash flow was only $784 million. In my opinion, that is the most important thing to keep an eye on for the next year. If Meta can show: "We are spending $130–145 billion, but the investment yields higher ad revenues and stronger earnings" then the stock can easily move towards $900–950. If the market, on the other hand, starts to think: "Meta is spending enormous amounts on AI, but the return is not coming fast enough" then the stock could well fall towards $580–620. My $820 price target I actually think $820 is more interesting than $900 as a professional base-case target. That roughly corresponds to Wall Street's average valuation and does not require Meta to get an extreme AI premium. At the same time, there are already analysts around $775–835, while some bullish valuations are higher. My conclusion I would be a buyer of META at the current level, but not go all-in. If you already own the 12 Meta shares you previously mentioned, I would personally hold them. My expected 12-month return in the base case is approximately +20–25 %, and I think the risk/return looks better than many other megacap tech stocks right now. My most important level: 🎯 $820 Bull: $950 Bear: $580 Base: $820 The next truly decisive point will be whether Meta can make earnings grow faster than AI expenses in the coming quarters. That is where I believe the next big price movement will be decided.
That gpt sets a BEAR scenario at 580$ is quite unrealistic. When deepseek came out in early 2025, NVIDIA fell almost 33% from a recent ath. If Meta's gigantic investments in AI infrastructure turn out not to yield returns, we can probably expect a 25-50% drop in the stock price, regardless of whether it would be a perhaps exaggerated reaction, I think that setting the WORST case at the current price is unrealistic.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
19 päivää sitten
‧1 t 3 min
0,525 USD/osake
Viimeisin osinko
0,36%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 38 min sittenI posted a video about the Hyperscalers and their capex. Basically, my mind has changed, and I no longer believe they will stop increasing it in 2-3 years. I think the cycle is much longer and more durable than I initally expected, and in this video I explain why that is a good thing for investors: Amazon, Meta, Microsoft & Google Just Proved Me Wrong https://youtu.be/ixS8TTHuAn0 I would love some insights, and if you believe I am wrong, please let me know (I own shares of $META, $AMZN and $MSFT, and these are just my opinions)
- 1 päivä sittenIs it good time to hop in whats your opinion?🤔Looking at this myself. Impossible to time the bottom, but around these levels it's starting to become interesting for a first buy 👀
- ·11.8.After the Q2 reports, we are starting to see clearer signs that Big Tech's enormous AI investments are actually beginning to yield results. Microsoft Azure grew 43 % and Google Cloud a full 82 % YoY, while AWS increased revenue by 37 %. This strengthens the thesis that the high capex is not just a cost, but is starting to transform into strong growth in cloud and AI. Meta, however, is still in the investment-heavy phase. Q2 revenues increased strongly by 28 % to 60.8 billion dollars, but capex simultaneously amounted to a full 31.1 billion dollars. This caused free cash flow to fall to only 784 million dollars. The operating margin also fell from 43 % to 31 %, even though the result was burdened by, among other things, legal costs and severance payments. The interesting thing, therefore, is that Meta's underlying business is still growing strongly while the company is building up its AI infrastructure. Ad impressions increased 14 % and the average price per ad rose 12 %, which shows that the core business still has good momentum. My thesis is therefore that Meta could be in a similar investment phase to what Microsoft, Google, and Amazon have been in: cash flow is short-term pressured by enormous capex, but if the investments lead to higher engagement, better advertising, and new AI revenues, the return could come later. Therefore, I think Meta becomes particularly interesting if the stock trades around 18–20x future earnings. The big risk, however, is that the AI investments do not generate a sufficiently high return to justify the significantly increased capital base.They will not generate a sufficiently increased return to justify the investment cost. It's very simple. AI will be an important part of any future, technically speaking. And Meta will make money. But not increased profits that justify the investments in AI right now.
- ·10.8.From ChatGPT I estimate the probabilities approximately at 20 % bear / 55 % base / 25 % bull. Wall Street is also relatively bullish: a current average from 39 analysts is around $812, with a range from $622 to $1,015. Why I am still positive Meta actually delivered a very strong top line in Q2: * Revenue: $60.8 billion * Growth: +28 % * Ad impressions: +14 % * Price per ad: +12 % * 3.60 billion daily users in Family of Apps * AI is already improving the ads' effectiveness. The interesting thing is that AI is not just a future story at Meta. AI is already helping the existing ad business with targeting, recommendations, and pricing. But here lies the big risk Meta spends extremely much on AI infrastructure. 2026 CapEx is now expected at $130–145 billion. That is enormous. Q2 alone Meta had CapEx of $31.1 billion, while free cash flow was only $784 million. In my opinion, that is the most important thing to keep an eye on for the next year. If Meta can show: "We are spending $130–145 billion, but the investment yields higher ad revenues and stronger earnings" then the stock can easily move towards $900–950. If the market, on the other hand, starts to think: "Meta is spending enormous amounts on AI, but the return is not coming fast enough" then the stock could well fall towards $580–620. My $820 price target I actually think $820 is more interesting than $900 as a professional base-case target. That roughly corresponds to Wall Street's average valuation and does not require Meta to get an extreme AI premium. At the same time, there are already analysts around $775–835, while some bullish valuations are higher. My conclusion I would be a buyer of META at the current level, but not go all-in. If you already own the 12 Meta shares you previously mentioned, I would personally hold them. My expected 12-month return in the base case is approximately +20–25 %, and I think the risk/return looks better than many other megacap tech stocks right now. My most important level: 🎯 $820 Bull: $950 Bear: $580 Base: $820 The next truly decisive point will be whether Meta can make earnings grow faster than AI expenses in the coming quarters. That is where I believe the next big price movement will be decided.That gpt sets a BEAR scenario at 580$ is quite unrealistic. When deepseek came out in early 2025, NVIDIA fell almost 33% from a recent ath. If Meta's gigantic investments in AI infrastructure turn out not to yield returns, we can probably expect a 25-50% drop in the stock price, regardless of whether it would be a perhaps exaggerated reaction, I think that setting the WORST case at the current price is unrealistic.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 29.7. | ||
Vuosittainen yhtiökokous 2026 27.5. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 29.10.2025 |
2026 Q2 -tulosraportti
19 päivää sitten
‧1 t 3 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 29.7. | ||
Vuosittainen yhtiökokous 2026 27.5. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 29.10.2025 |
0,525 USD/osake
Viimeisin osinko
0,36%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 38 min sittenI posted a video about the Hyperscalers and their capex. Basically, my mind has changed, and I no longer believe they will stop increasing it in 2-3 years. I think the cycle is much longer and more durable than I initally expected, and in this video I explain why that is a good thing for investors: Amazon, Meta, Microsoft & Google Just Proved Me Wrong https://youtu.be/ixS8TTHuAn0 I would love some insights, and if you believe I am wrong, please let me know (I own shares of $META, $AMZN and $MSFT, and these are just my opinions)
- 1 päivä sittenIs it good time to hop in whats your opinion?🤔Looking at this myself. Impossible to time the bottom, but around these levels it's starting to become interesting for a first buy 👀
- ·11.8.After the Q2 reports, we are starting to see clearer signs that Big Tech's enormous AI investments are actually beginning to yield results. Microsoft Azure grew 43 % and Google Cloud a full 82 % YoY, while AWS increased revenue by 37 %. This strengthens the thesis that the high capex is not just a cost, but is starting to transform into strong growth in cloud and AI. Meta, however, is still in the investment-heavy phase. Q2 revenues increased strongly by 28 % to 60.8 billion dollars, but capex simultaneously amounted to a full 31.1 billion dollars. This caused free cash flow to fall to only 784 million dollars. The operating margin also fell from 43 % to 31 %, even though the result was burdened by, among other things, legal costs and severance payments. The interesting thing, therefore, is that Meta's underlying business is still growing strongly while the company is building up its AI infrastructure. Ad impressions increased 14 % and the average price per ad rose 12 %, which shows that the core business still has good momentum. My thesis is therefore that Meta could be in a similar investment phase to what Microsoft, Google, and Amazon have been in: cash flow is short-term pressured by enormous capex, but if the investments lead to higher engagement, better advertising, and new AI revenues, the return could come later. Therefore, I think Meta becomes particularly interesting if the stock trades around 18–20x future earnings. The big risk, however, is that the AI investments do not generate a sufficiently high return to justify the significantly increased capital base.They will not generate a sufficiently increased return to justify the investment cost. It's very simple. AI will be an important part of any future, technically speaking. And Meta will make money. But not increased profits that justify the investments in AI right now.
- ·10.8.From ChatGPT I estimate the probabilities approximately at 20 % bear / 55 % base / 25 % bull. Wall Street is also relatively bullish: a current average from 39 analysts is around $812, with a range from $622 to $1,015. Why I am still positive Meta actually delivered a very strong top line in Q2: * Revenue: $60.8 billion * Growth: +28 % * Ad impressions: +14 % * Price per ad: +12 % * 3.60 billion daily users in Family of Apps * AI is already improving the ads' effectiveness. The interesting thing is that AI is not just a future story at Meta. AI is already helping the existing ad business with targeting, recommendations, and pricing. But here lies the big risk Meta spends extremely much on AI infrastructure. 2026 CapEx is now expected at $130–145 billion. That is enormous. Q2 alone Meta had CapEx of $31.1 billion, while free cash flow was only $784 million. In my opinion, that is the most important thing to keep an eye on for the next year. If Meta can show: "We are spending $130–145 billion, but the investment yields higher ad revenues and stronger earnings" then the stock can easily move towards $900–950. If the market, on the other hand, starts to think: "Meta is spending enormous amounts on AI, but the return is not coming fast enough" then the stock could well fall towards $580–620. My $820 price target I actually think $820 is more interesting than $900 as a professional base-case target. That roughly corresponds to Wall Street's average valuation and does not require Meta to get an extreme AI premium. At the same time, there are already analysts around $775–835, while some bullish valuations are higher. My conclusion I would be a buyer of META at the current level, but not go all-in. If you already own the 12 Meta shares you previously mentioned, I would personally hold them. My expected 12-month return in the base case is approximately +20–25 %, and I think the risk/return looks better than many other megacap tech stocks right now. My most important level: 🎯 $820 Bull: $950 Bear: $580 Base: $820 The next truly decisive point will be whether Meta can make earnings grow faster than AI expenses in the coming quarters. That is where I believe the next big price movement will be decided.That gpt sets a BEAR scenario at 580$ is quite unrealistic. When deepseek came out in early 2025, NVIDIA fell almost 33% from a recent ath. If Meta's gigantic investments in AI infrastructure turn out not to yield returns, we can probably expect a 25-50% drop in the stock price, regardless of whether it would be a perhaps exaggerated reaction, I think that setting the WORST case at the current price is unrealistic.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt