Why Jefferies Raised Its Facebook Price Target to $250

The transcript discusses Facebook's stock performance, focusing on its growth potential and the concerns about deceleration. Despite regulatory and privacy challenges, the company is expected to maintain strong earnings and market position. The analysis highlights Facebook's strategic expense management and the potential for innovation and growth in the future.

What is the main reason for skepticism about Facebook's revenue deceleration?

• Increased competition

• Improved product quality and user return

• Decline in user engagement

• Regulatory challenges

How does the speaker suggest Facebook could manage its content review expenses?

• By increasing advertising revenue

• By using AI technology and outsourcing

• By reducing the number of reviews

• By hiring more staff in Silicon Valley

What is the expected earnings power of Facebook according to the speaker?

• $10 per share

• $5 per share

• $15 per share

• $20 per share

What is the suggested floor for Facebook's stock multiple?

• 20 times

• 25 times

• 15 times

• 10 times

What is the long-term earnings potential per share mentioned for Facebook?

• $14

• $12

• $10

• $8