Meta Platforms:Quarterly Results/2025 Q1: Difference between revisions

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 == Analysts opinions and insights ==
+==== Meta will likely top management guidance ====
+* Outperform, $730->$640: Wolfe Research [https://www.investing.com/news/analyst-ratings/wolfe-research-cuts-meta-stock-price-target-to-640-from-730-93CH-3973646 expects] Meta's Q1 2025 revenue will hit the upper-end of the management guidance and align with consensus estimates due to conservative prior guidance and a slight improvement in foreign exchange rates.
+* Buy, $750->$675: Guggenheim [https://www.investing.com/news/analyst-ratings/guggenheim-cuts-meta-platforms-price-target-to-675-keeps-buy-rating-93CH-3973486 expects] Meta's Q1 2025 advertising revenue to come in above management's upper guidance of $39.8-$41.8 billion. The analysts cited Apptopia data which indicate robust user engagement in Facebook and Instagram. It indicates that Facebook's user time grew 9.3%, an improvement from 6.5% in Q4, while Instagram witnessed a 5.9% growth, recovering from a 1.0% decline.
+* Overweight, $775->$610: Piper Sandler [https://thefly.com/permalinks/entry.php/id4103861/8656276159/META-Meta-Platforms-price-target-lowered-by--at-Piper-Sandler-heres-why said] their checks with an Ad Buyer were considered the best in the group.
+==== Q2 and 2025 guidance will likely be weak ====
+* Wolfe Research [https://www.investing.com/news/analyst-ratings/wolfe-research-cuts-meta-stock-price-target-to-640-from-730-93CH-3973646 expects] Meta will guide Q2 revenue at a low single-digit percentage, below consensus estimate of $41.5 billion- $44 billion. Wolfe said they lowered their 2025 estimates by 1.5% to 2.0%.
+* Guggenheim [https://www.investing.com/news/analyst-ratings/guggenheim-cuts-meta-platforms-price-target-to-675-keeps-buy-rating-93CH-3973486 said] they revised their industry-wide ad demand growth projection for 2025 to 12.5% from 15.1% due to anticipated deceleration in the sector.
+* Piper Sandler [https://thefly.com/permalinks/entry.php/id4103861/8656276159/META-Meta-Platforms-price-target-lowered-by--at-Piper-Sandler-heres-why said] the focus is now on Q2 guidance, where it expects revenue in the range of $42.5 billion and $45.5 billion (9-16.5%). It also expects management to reiterate its operating expenses for 2025 ($114-$119 billion), alongside capex at $60-$65 billion. Piper Sandler pointed out that they lowered their revenue estimate for 2025 and 2026 by 2% and 4% respectively, due to exposure to China.