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Meta Platforms:Quarterly Results/2025 Q2: Difference between revisions
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=== Ad checks were positive during the quarter === | === Ad checks were positive during the quarter === | ||
* Overweight, $735->$795: JP Morgan [https://thefly.com/landingPageNews.php?id=4157688&headline=META-Meta-Platforms-price-target-raised-by--at-JPMorgan-heres-why&utm_source=https://thefly.com/news.php%3fsymbol=META&utm_medium=referral&utm_campaign=referral_traffic said] the updated price targets reflect better channel checks and favorable currency moves. | * Buy, $803: Citi [https://thefly.com/permalinks/entry.php/id4159291/0342276161/META-Meta-Platforms-positioned-for-Q-beat-says-Citi said] it expects Meta to report better than expected earnings for Q2 since online advertising environment is strengthening. | ||
* Buy, $765->$775: Bofa [https://thefly.com/permalinks/entry.php/id4159195/0342276161/META-Meta-Platforms-price-target-raised-by--at-BofA-heres-why said] their advertising channel checks indicate improving ad spend since April. | |||
* Overweight, $735->$795: JP Morgan [https://thefly.com/landingPageNews.php?id=4157688&headline=META-Meta-Platforms-price-target-raised-by--at-JPMorgan-heres-why&utm_source=https://thefly.com/news.php%3fsymbol=META&utm_medium=referral&utm_campaign=referral_traffic said] the updated price targets reflect better channel checks and favorable currency moves. | |||
* Buy, $620->$740: Roth Capital [https://thefly.com/permalinks/entry.php/id4155304/4274275786/META-Meta-Platforms-price-target-raised-by--at-Roth-Capital-heres-why said] they have a positive bias towards the broader ad ecosystem as we approach Q2 earnings season. | * Buy, $620->$740: Roth Capital [https://thefly.com/permalinks/entry.php/id4155304/4274275786/META-Meta-Platforms-price-target-raised-by--at-Roth-Capital-heres-why said] they have a positive bias towards the broader ad ecosystem as we approach Q2 earnings season. | ||
* TD Cowen [https://thefly.com/landingPageNews.php?id=4155872&headline=META-Meta-Platforms-price-target-raised-by--at-TD-Cowen-heres-why&utm_source=https://thefly.com/news.php%3fsymbol=META&utm_medium=referral&utm_campaign=referral_traffic said] their Q2 digital advertising expert check showed accelerating spend growth across Meta Platforms. | * TD Cowen [https://thefly.com/landingPageNews.php?id=4155872&headline=META-Meta-Platforms-price-target-raised-by--at-TD-Cowen-heres-why&utm_source=https://thefly.com/news.php%3fsymbol=META&utm_medium=referral&utm_campaign=referral_traffic said] their Q2 digital advertising expert check showed accelerating spend growth across Meta Platforms. | ||
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* Buy, $700->$800: TD Cowen [https://thefly.com/landingPageNews.php?id=4155872&headline=META-Meta-Platforms-price-target-raised-by--at-TD-Cowen-heres-why&utm_source=https://thefly.com/news.php%3fsymbol=META&utm_medium=referral&utm_campaign=referral_traffic expects] Meta to beat Q2 consensus estimates and projects revenue growth of 16% y/y, 2% above the expectations due to continued video monetization and engagement. | * Buy, $700->$800: TD Cowen [https://thefly.com/landingPageNews.php?id=4155872&headline=META-Meta-Platforms-price-target-raised-by--at-TD-Cowen-heres-why&utm_source=https://thefly.com/news.php%3fsymbol=META&utm_medium=referral&utm_campaign=referral_traffic expects] Meta to beat Q2 consensus estimates and projects revenue growth of 16% y/y, 2% above the expectations due to continued video monetization and engagement. | ||
=== AI spending is a positive sign of revenue trajectory === | |||
* Bofa [https://thefly.com/permalinks/entry.php/id4159195/0342276161/META-Meta-Platforms-price-target-raised-by--at-BofA-heres-why said] Zuckerberg's comments that Meta will spend hundreds of billions on AI infrastructure is a positive sign of revenue trajectory. | |||
==== Analysts welcomed Meta's recent product launches ==== | ==== Analysts welcomed Meta's recent product launches ==== | ||