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Meta Platforms:Quarterly Results/2025 Q2: Difference between revisions
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* 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. | * 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. | ||
* Stifel analyst Mark Kelley [https://uk.finance.yahoo.com/news/analysts-stay-bullish-meta-cautious-002416517.html said] '''early feedback on WhatsApp monetization is positive.''' He said some market participants expect '''a fourth-quarter ramp-up in WhatsApp monetization.''' | |||
==== 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 ==== | ||