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Meta Platforms:Quarterly Results/2025 Q1: Difference between revisions
Meta Platforms:Quarterly Results/2025 Q1 (view source)
Revision as of 10:27, 18 April 2025
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* Buy, $765->$640: Bofa [https://thefly.com/permalinks/entry.php/id4102898/5489276161/META-Meta-Platforms-price-target-lowered-by--at-BofA-heres-why said] channel checks conducted in mid-March indicate pressure on ad spending will materialize due to the negative headlines and the latest tariff announcements. Bofa lowered 2025 ad spend estimates by about 4%. They lowered Meta's 2025 and 2026 revenues by roughly 4% and EPS estimates by 5%-7% due to deeper ad auctions, higher mix of direct ad response and 2%-3% foreign exchange benefit. | * Buy, $765->$640: Bofa [https://thefly.com/permalinks/entry.php/id4102898/5489276161/META-Meta-Platforms-price-target-lowered-by--at-BofA-heres-why said] channel checks conducted in mid-March indicate pressure on ad spending will materialize due to the negative headlines and the latest tariff announcements. Bofa lowered 2025 ad spend estimates by about 4%. They lowered Meta's 2025 and 2026 revenues by roughly 4% and EPS estimates by 5%-7% due to deeper ad auctions, higher mix of direct ad response and 2%-3% foreign exchange benefit. | ||
* Cantor Fitzgerald [https://www.investing.com/news/analyst-ratings/cantor-fitzgerald-cuts-meta-platforms-stock-target-to-624-93CH-3987963 said] Q2 guidance may not meet consensus at the higher range, which is expected to be $44.4 billion (+14% y/y). The guidance considers the company's exposure to the tariffs. They project Q2 revenue growth of 9% and second-half revenue growth of 7% y/y. Cantor Fitzgerald expects Meta to reiterate its full-year operating expenses and capital expenditure. | * Cantor Fitzgerald [https://www.investing.com/news/analyst-ratings/cantor-fitzgerald-cuts-meta-platforms-stock-target-to-624-93CH-3987963 said] Q2 guidance may not meet consensus at the higher range, which is expected to be $44.4 billion (+14% y/y). The guidance considers the company's exposure to the tariffs. They project Q2 revenue growth of 9% and second-half revenue growth of 7% y/y. Cantor Fitzgerald expects Meta to reiterate its full-year operating expenses and capital expenditure. | ||
* Buy, $770->$700: Truist [https://www.investing.com/news/analyst-ratings/truist-cuts-meta-platforms-stock-price-target-to-700-93CH-3991326 expect]s Meta's management to guide for Q2 2025 revenue in the range of $41.5 billion to $44 billion (+6%-13%). It also expects it to maintain its opex and capex guidance for the full year. | |||
==== Chinese advertisers have cut ad spend ==== | ==== Chinese advertisers have cut ad spend ==== | ||