6,572
edits
Meta Platforms:Quarterly Results/2025 Q2: Difference between revisions
→Analysts welcomed Meta's recent product launches
| Line 205: | Line 205: | ||
* 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.''' | * 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.''' | ||
* New Street Research analyst Dan Salmon [https://www.investors.com/news/technology/meta-stock-ai-advertising-mark-zuckerberg-genai-facebook/ projects] that generative AI creative tools could increase Meta's ad revenue growth by 1% to 2% over the next several years and provide a 4% tailwind to ad revenue by 2030. That is an increase in ad revenue by $28 billion. | |||
==== 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 ==== | ||