Meta platforms now
Up to 04:00 pm east
- 52-week range
- $ 442.65
▼
$ 740.91
- Said the dividend
- 0.35%
- Ratio of p/e.
- 24.96
- Price target
- $ 696.45
Shareholders on the meta platform NASDAQ: MetaOne of the well -known seven stocks, just got a good news. 30 Meta revenues admire markets, resulting in sharing increases by more than 4% the day afterwards. Because of Microsoft's NASDAQ: MSFT Energy more wonderful income, Meta could only claim that the second best performer in seven in 2025. Until near May 1, Meta had a total return around -2% in 2025. Microsoft was able to get out of red, with a total return around 1% in the year.
The performance of these two stock Mag 7 names dropped more than 10% in 2025.
So, what went on for the meta in this income cycle? What did the results of the meta say about the early effects of tariffs on its business? And in general, how should investors look at this stock?
Meta's income hits the mark on all fronts
Meta is very good in the main areas, including income, fittings of each part (EPS), and guides. The company's quarterly income grew 16% at $ 42.3 billionapproximately $ 1 billion higher than Wall Street analysts that -Forecast. Suitable EPs come to $ 6.43 per part, around $ 1.20 higher than expected.
Finally, the revenue guide for Q2 arrives at a mid $ 44 billion, indicating Growth of 13%. It is about $ 200 million higher than estimated. The important main performance indicators (KPI) are also strong.
The sun -active person of the company (DAP), which measures the number of users throughout its apps, has grown a solid 6%. This is an improvement in the 5% growth seen in both Q4 and Q3 of 2024.
The price paid for the ads showed 10% growth, and this figure has now remained about that threshold for four quarters straight. All of this helped increase the company's operating margin by 360 points basis a year ago to more than 41%.
Meta boosts AI Capex, the tariff effect looks siled
Meta made a big announcement. It now expects increased capital expenditure (Capex). The company raised the mid -2025 Guide to Capex by nearly 9% to $ 68 billion. Most of them go to the AI infrastructure. There are two ways that one can view it. First, the company doubles its AI approach, which has resulted in strong results for advertising business.
Recommendations based on the AI of the Company higher contact with the app, This is evidence. The company has announced that over the past six months, the time spent on Facebook increased by 7%, on Instagram by 6%, and in threads by 30%, driven by these recommendations.
The company also said that in Q1, reels change in reels, and 30% more advertisers used the AI ad -producing tools. All of this makes advertising more important in meta apps.
On the other hand, the company noted that part of the increase in spending guide was due to the increased cost of AI infrastructure. This may mean that future investment in AI will result in a lower investment return. The company said this higher cost comes primarily to suppliers with a global supply chain. This suggests that tariffs affect the business in this respect.
On the demand side, the company specifically called the lower ad expenditure to the United States from Asian e-commerce companies. It is mainly because of End of de minimis ruleset to be effective on May 2. This negatively affects companies such as TEMU and Shein. Meta noticed that since it was a global company, some of this expenditure has been redirected to other markets. However, it does not fully —offset the drop in spending.
In general, Tariffs have an effect on metaBut not a huge at this point.
Meta stays in the driver's seat so far
Meta platform stock forecast now
$ 696.45
16.65% reversedModerate purchase
Based on 44 analyst ratings
| Current price | $ 597.02 |
|---|---|
| High forecast | $ 935.00 |
| Average forecast | $ 696.45 |
| Low forecast | $ 525.00 |
Meta Platform Stock Forecast Details
There is almost no complaint about Meta's latest income. The impact of tariffs appears limited to this point. However, investors need to continue monitoring it. 90-day by Trump Reciprocal Tariff I -Pause Ends in the Jul.
In addition, massive 145% tariffs in China, which do not receive exemption, did not occur until April 9. This means that most of the impact on the overall demand of the ad from China is unlikely to appear until Q2 revenues. In general, the meta remains strongly positioned to further notice. After the revenues, 19 analysts monitored by the marketbeat have strengthened their price targets.
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