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Meta Platforms:Quarterly Results/2025 Q2: Difference between revisions
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* Overweight, $664: '''Wells Fargo [https://www.investing.com/news/analyst-ratings/meta-stock-price-target-maintained-by-wells-fargo-on-whatsapp-ad-potential-93CH-4098476 sees] (June 17) WhatsApp ads bringing in $6 billion in additional revenue'''. They expect WhatsApp to finally achieve cost-per-thousand impressions (CPMs) and ad load as those seen in Instagram. | * Overweight, $664: '''Wells Fargo [https://www.investing.com/news/analyst-ratings/meta-stock-price-target-maintained-by-wells-fargo-on-whatsapp-ad-potential-93CH-4098476 sees] (June 17) WhatsApp ads bringing in $6 billion in additional revenue'''. They expect WhatsApp to finally achieve cost-per-thousand impressions (CPMs) and ad load as those seen in Instagram. | ||
* Roth Capital [https://thefly.com/permalinks/entry.php/id4155304/4274275786/META-Meta-Platforms-price-target-raised-by--at-Roth-Capital-heres-why said] Meta's product roadmap and WhatsApp monetization traction in Q3 guide could be incremental positives. | * Roth Capital [https://thefly.com/permalinks/entry.php/id4155304/4274275786/META-Meta-Platforms-price-target-raised-by--at-Roth-Capital-heres-why said] Meta's product roadmap and WhatsApp monetization traction in Q3 guide could be incremental positives. | ||
* Buy, $825->$850: Analyst Maria Ripps of Canaccord [https://thefly.com/permalinks/entry.php/id4160271/4557276161/META-Meta-Platforms-price-target-raised-by--at-Canaccord-heres-why said] Reels, Shopping, and Overlay ads continue to attract ad dollars from DIP clients. She said Reels's tailwind could subside in 2026 but the introduction of ads on WhatsApp as well as its Business AI offering could help bridge the gap. | |||
==== Meta stands to benefit from AI but there's short-term drag on earnings ==== | ==== Meta stands to benefit from AI but there's short-term drag on earnings ==== | ||
* Buy, $683->$812: UBS [https://www.investing.com/news/analyst-ratings/meta-stock-price-target-raised-to-812-from-683-at-ubs-on-ai-potential-93CH-4112363 pointed] out (June 26) that potential revenue from AI initiatives such as Business Messaging and Meta AI are not yet reflected in analysts estimates. They added that a potential slowdown in AI monetization will not materially impact Meta since it primarily uses its own technology. | * Analyst Maria Ripps of Canaccord [https://thefly.com/permalinks/entry.php/id4160271/4557276161/META-Meta-Platforms-price-target-raised-by--at-Canaccord-heres-why said] their expert thinks Meta's Business AI offering could drive 10%-20% improvement in Meta's ROAS. | ||
* Buy, $683->$812: UBS [https://www.investing.com/news/analyst-ratings/meta-stock-price-target-raised-to-812-from-683-at-ubs-on-ai-potential-93CH-4112363 pointed] out (June 26) that potential revenue from AI initiatives such as Business Messaging and Meta AI are not yet reflected in analysts estimates. They added that a potential slowdown in AI monetization will not materially impact Meta since it primarily uses its own technology. | |||
* 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. | ||