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Meta Platforms:Quarterly Results/2025 Q2: Difference between revisions
→Analysts opinions and insights
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* Needham [https://thefly.com/permalinks/entry.php/id4153762/5629276161/META-Meta-Platforms-just-upgraded-at-Needham-heres-why believes] Meta's AI strategy "wastes capital and adds risks" and believes its margins and free cash flow are under structural downward trend. | * Needham [https://thefly.com/permalinks/entry.php/id4153762/5629276161/META-Meta-Platforms-just-upgraded-at-Needham-heres-why believes] Meta's AI strategy "wastes capital and adds risks" and believes its margins and free cash flow are under structural downward trend. | ||
* Oppenheimer [https://www.investing.com/news/analyst-ratings/meta-stock-price-target-raised-to-775-from-665-at-oppenheimer-93CH-4097132 projects] Meta's CapEx to come in at $68 billion and $85 billion in 2025 and 2026, respectively. | * Oppenheimer [https://www.investing.com/news/analyst-ratings/meta-stock-price-target-raised-to-775-from-665-at-oppenheimer-93CH-4097132 projects] Meta's CapEx to come in at $68 billion and $85 billion in 2025 and 2026, respectively. | ||
== Competitor expectations and results == | |||
== Advertising spend and pricing insights == | == Advertising spend and pricing insights == | ||