Meta Platforms, Inc. (META)

US — Technology Sector
Peers: TSM  AVGO  GOOGL  ORCL  CSCO  IBM  GRMN  AMAT  MU 

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Key Metrics & Ratings

  • symbol META
  • Rev/Share 79.7168
  • Book/Share 86.1733
  • PB 7.7775
  • Debt/Equity 0.3862
  • CurrentRatio 2.5988
  • ROIC 0.1795

 

  • MktCap 1689594697753.0
  • FreeCF/Share 18.29
  • PFCF 36.6435
  • PE 27.9467
  • Debt/Assets 0.2292
  • DivYield 0.0031
  • ROE 0.3056

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 4
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated META Wells Fargo -- Overweight $754 $849 Jan. 29, 2026
Reiterated META Piper Sandler -- Overweight $840 $880 Jan. 29, 2026
Reiterated META JP Morgan -- Overweight $800 $825 Jan. 29, 2026
Reiterated META Pivotal Research Group -- Buy $930 $910 Jan. 29, 2026
Reiterated META Roth Capital -- Buy $800 $850 Jan. 29, 2026
Reiterated META Wolfe Research -- Outperform $800 $850 Jan. 29, 2026
Reiterated META Barclays -- Overweight $770 $800 Jan. 29, 2026
Reiterated META UBS -- Buy $830 $872 Jan. 29, 2026
Reiterated META Monness Crespi & Hardt -- Buy $808 $890 Jan. 29, 2026
Reiterated META BofA Securities -- Buy $810 $885 Jan. 29, 2026

News

Big Tech to Spend $650B This Year as AI Race Intensifies
AAPL, AMZN, GOOG, GOOGL, META, MSFT
Published: February 06, 2026 by: Bloomberg Technology
Sentiment: Positive

Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelerating. Lei Qiu, AllianceBernstein CIO of Thematic Innovation Equities, joins Caroline Hyde and Ed Ludlow to discuss what this wave of investment means for markets and disruption across industries on "Bloomberg Tech.

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image for news Big Tech to Spend $650B This Year as AI Race Intensifies
Wall Street Roundup: Risk Off
AAPL, ADBE, AMD, AMGN, AMZN, APP, CAT, COIN, CRM, F, GOOG, GOOGL, HIMS, HOOD, HSY, KO, META, MRK, MSFT, MSTR, NOW, ORCL, PEP, PLTR, SHOP
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Negative

Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.

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image for news Wall Street Roundup: Risk Off
Rowan Street's 2025 Year-End Portfolio Review
META, SHOP, TSLA, TTD
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Neutral

Rowan Street's 2025 Year-End Portfolio Review

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image for news Rowan Street's 2025 Year-End Portfolio Review
Meta's AI Strategy Is Working - The Ad Data Proves It
META
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Positive

Meta Platforms remains a top pick, rated Buy, driven by robust ad revenue and strong Family of Apps performance. Heavy CapEx in AI and infrastructure is expected to fuel future margin expansion and earnings growth despite near-term free cash flow pressure. Reality Labs losses are likely peaking, with future upside tied to smart glasses and mixed-reality product adoption.

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image for news Meta's AI Strategy Is Working - The Ad Data Proves It
Meta: Buy The AI Revolution
META
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Positive

Meta Platforms achieved 7% YoY growth in daily active users, reaching 3.58 billion in Q4 FY25. Ad impressions surged 18% YoY, driven by AI-powered ad redistribution using the Lattice and GEM models. Instagram Reels U.S. watch time soared 30% YoY, benefiting from advanced sequence learning and deeper interaction histories.

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image for news Meta: Buy The AI Revolution
Meta Beats Microsoft At AI Monetization - Here's Why
META, MSFT
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive

Meta offers a cleaner, more robust AI monetization story versus Microsoft, with superior unit economics and accelerating revenue growth. MSFT faces execution risks tied to backlog concentration with OpenAI and slower Azure growth, keeping its rerating on hold until revenue inflection is demonstrated. Both META and MSFT trade at similar forward P/E ratios (23–24), but META's clearer AI-driven upside and operating leverage make it the preferred near-term pick.

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image for news Meta Beats Microsoft At AI Monetization - Here's Why
Meet the "Magnificent Seven" Stock Berkshire Hathaway and Investing Legend Warren Buffett Should Have Bought. (Hint: It's Not Apple, Amazon, or Alphabet.
META
Published: February 04, 2026 by: The Motley Fool
Sentiment: Positive

Berkshire Hathaway currently owns three "Magnificent Seven" stocks that have all produced strong returns. This social media and digital advertising juggernaut possesses an unrivaled network effect.

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image for news Meet the "Magnificent Seven" Stock Berkshire Hathaway and Investing Legend Warren Buffett Should Have Bought. (Hint: It's Not Apple, Amazon, or Alphabet.
First Eagle Global Equity ETF Q4 2025 Portfolio Review
B, BABA, BAESY, CHRW, GOOG, META, ORCL, PROSY, SSNLF, TSM
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive

The Global Equity ETF posted a return of 5.58% in fourth quarter 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Samsung Electronics Co., Ltd., Alphabet Inc. Class C, Barrick Mining Corporation, C.H. Robinson Worldwide, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. The leading detractors in the quarter were Oracle Corporation, Alibaba Group Holding Ltd., Meta Platforms, Inc. Class A, Prosus N.V. Class N and BAE Systems plc.

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image for news First Eagle Global Equity ETF Q4 2025 Portfolio Review
Meta Platforms (META) Reliance on International Sales: What Investors Need to Know
META
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Neutral

Examine the evolution of Meta Platforms' (META) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

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image for news Meta Platforms (META) Reliance on International Sales: What Investors Need to Know
Meta Platforms: Moving Beyond Ads
META
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive

Meta Platforms remains a solid long-term Hold, with strong growth but no clear undervaluation at current levels. Revenue grew 22% year-over-year in Q4 2025, but rising R&D and infrastructure costs are pressuring margins and free cash flow. Meta Platforms remains highly dependent on advertising (97.6% of revenue), with diversification efforts like Reality Labs and WhatsApp Business still nascent.

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image for news Meta Platforms: Moving Beyond Ads
1 Unstoppable Stock to Buy Before It Joins Nvidia, Apple, Microsoft, and Alphabet in the $3 Trillion Club
META
Published: February 04, 2026 by: The Motley Fool
Sentiment: Positive

Meta Platforms owns some of the world's largest social media networks, including Facebook, Instagram, and WhatsApp. The company is using artificial intelligence to keep users online for longer periods of time, which drives more advertising revenue.

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image for news 1 Unstoppable Stock to Buy Before It Joins Nvidia, Apple, Microsoft, and Alphabet in the $3 Trillion Club
Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?
META
Published: February 03, 2026 by: MarketBeat
Sentiment: Positive

All things considered, Meta Platforms NASDAQ: META just delivered a very strong Q4 2025 earnings report. It solidly surpassed estimates on sales and adjusted earnings per share (EPS) in its Jan. 28 release.

Read More
image for news Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?
Meta: Still A 'Buy,' But Nearing The End Of Its Run As Expenses Mount
META
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive

Meta Platforms maintains my "Buy" rating, driven by robust ad revenue growth and unmatched scale in social media impressions. Q4 revenue surged 24% y/y to $59.9 billion, outpacing consensus, with North American impressions accelerating despite macro headwinds. Ad pricing growth is decelerating, especially in the United States and Asia, reflecting a softer consumer economy and tougher comps.

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image for news Meta: Still A 'Buy,' But Nearing The End Of Its Run As Expenses Mount
Artisan Global Value Fund Q4 2025 Portfolio Activity
BAESF, BAESY, CMPGY, DEO, GOOGL, HLBZF, LUV, META, PYPL, SSNLF
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Neutral

Artisan Global Value Fund Q4 2025 Portfolio Activity

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image for news Artisan Global Value Fund Q4 2025 Portfolio Activity
Meta Emerges as Top Pick Among Magnificent Seven Stocks for 2026
META
Published: February 02, 2026 by: 24/7 Wall Street
Sentiment: Positive

Magnificent Seven stocks are supposed to be the market's premier performers, particularly in the realm of technology and innovation.

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image for news Meta Emerges as Top Pick Among Magnificent Seven Stocks for 2026
Meta Platforms: Pounding The Table After A 'Grand Slam' Quarter
META
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Positive

Meta Platforms remains a top pick, with accelerating growth and compelling valuation despite aggressive AI-driven CapEx. META delivered 23.8% YoY revenue growth, robust ad margins, and is guiding for up to 30% top-line growth next quarter. AI investments are visibly boosting ad impressions and platform engagement, while Reality Labs losses are peaking with a strategic pivot to smart glasses.

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image for news Meta Platforms: Pounding The Table After A 'Grand Slam' Quarter
AI Capex Clouds The Tech Horizon, Even As Meta And Tesla Shine
META, TSLA
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Neutral

​With roughly a third of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 11.9%. This week, Alphabet, Amazon, and several consumer names take the stage as peak earnings season hits its stride. Potential earnings surprises this week: Disney, CME Group, Take-Two Interactive, Phillips 66 and more​.

Read More
image for news AI Capex Clouds The Tech Horizon, Even As Meta And Tesla Shine
Meta's Valuation Needs A Reality Check
META
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Positive

Meta Platforms, Inc. delivered strong Q4 and FY25 results, with revenue and EPS exceeding consensus and a 7% post-earnings stock jump. Despite macro fears over AI spending, META's fundamentals remain robust, and the current valuation offers an attractive entry for long-term investors. Management guides for Q1 2026 revenue acceleration and is making bold AI and hardware investments, notably in Meta Superintelligence Labs and Ray-Ban smart glasses.

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image for news Meta's Valuation Needs A Reality Check
Oracle and Meta Took a ‘Give It to Me Straight' Tack on AI Spending. Google and Amazon Should Too.
AMZN, GOOG, GOOGL, META, ORCL
Published: February 02, 2026 by: Barrons
Sentiment: Positive

Markets are punishing ambiguity and rewarding candor as tech giants spell out the true cost—and confidence—behind their AI investment plans.

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image for news Oracle and Meta Took a ‘Give It to Me Straight' Tack on AI Spending. Google and Amazon Should Too.
Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know
META
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Meta Platforms (META) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know
Meta Platforms: AI Is The Tool - Advertising Efficiency Is The Opportunity
META
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Positive

Meta Platforms: AI Is The Tool - Advertising Efficiency Is The Opportunity

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image for news Meta Platforms: AI Is The Tool - Advertising Efficiency Is The Opportunity
$135 Billion More Reasons For The FTC To Drop Its Meta Lawsuit
META
Published: February 02, 2026 by: Forbes
Sentiment: Positive

The markets aren't left or right, Democrat or Republican, or for that matter, iPhone or Android. They simply ARE.

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image for news $135 Billion More Reasons For The FTC To Drop Its Meta Lawsuit
Meta Platforms Q4 FY25 Earnings Analysis: Everything On Black
META
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Positive

Meta Platforms, Inc. maintains exceptional fundamentals: 22% TTM revenue growth, 82% gross margins, and a $23 billion net cash position. But capital commitments are rising, with heavy datacenter investments from both on- and off-balance sheet sources. We see modest near-term upside to $800-$830, and risk/reward that can be controlled with a stop-loss a little below the proximate 200-day moving average.

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image for news Meta Platforms Q4 FY25 Earnings Analysis: Everything On Black
Meta's Story Just Flipped From CapEx Cycle To AI Profit Cycle
META
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

I believe Q4 confirms a narrative shift. The story around Meta Platforms is moving away from the data-center overbuild fears in Q3 and toward being viewed as an AI beneficiary. The mid-single-digit ad price lift (up 6% yoy) is a proof point. Management said ad redistribution drove nearly 4× the revenue impact of ad-load increases in H2 2025. Even though the FY26 CapEx guidance ($115–$135B) was higher than the consensus, the market didn't overreact like in Q3, suggesting the CapEx fears are already priced in.

Read More
image for news Meta's Story Just Flipped From CapEx Cycle To AI Profit Cycle
MSFT v. META Earnings: Weighing the Good, Bad & Ugly in AI
META, MSFT
Published: January 30, 2026 by: Schwab Network
Sentiment: Negative

After Microsoft (MSFT), Meta Platforms (META), Tesla (TSLA), and Apple (AAPL) all reported earnings this week, Ali Mogharabi takes investors through the gauntlet of reports and weighs the outlook in the Mag 7. He believes Microsoft demonstrated risks when it comes to the software space while Meta Platforms bolstered its internal AI through advertising.

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image for news MSFT v. META Earnings: Weighing the Good, Bad & Ugly in AI
Wall Street Roundup: Big Name Earnings
AAPL, META, MSFT, TSLA
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Neutral

Microsoft (MSFT) and Meta (META) both beat earnings, but diverged post-report as MSFT fell 10% and META rose 10%, reflecting differing market sentiment on core execution and AI investment. Tesla (TSLA) and Apple (AAPL) both saw muted reactions; TSLA's narrative remains tech-driven despite declining deliveries, while AAPL's AI progress remains opaque despite record iPhone and services revenue.

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image for news Wall Street Roundup: Big Name Earnings
Jim Cramer Said Meta “lost its way”- Here's Why
META
Published: January 30, 2026 by: 24/7 Wall Street
Sentiment: Negative

Jim Cramer had some frank words for Meta Platforms (NASDAQ:META ) CEO Mark Zuckerberg.

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image for news Jim Cramer Said Meta “lost its way”- Here's Why
AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
AIO, AVGO, META, MSFT, MU, NVDA, ORCL, TSM
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)

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image for news AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
Why I'm Betting Big On Meta This Year
META
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

Why I'm Betting Big On Meta This Year

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image for news Why I'm Betting Big On Meta This Year
Meta Pops and Microsoft Drops: A Closer Look
META, MSFT
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

The 2025 Q4 earnings season continues to roll along, with a decent chunk of the S&P 500 delivering their results so far. While both earnings and sales growth has remained rock-solid so far, beats percentages are lower relative to other periods, with not all seeing favorable post-earnings reactions either.

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image for news Meta Pops and Microsoft Drops: A Closer Look

About Meta Platforms, Inc. (META)

  • IPO Date 2012-05-18
  • Website https://investor.fb.com
  • Industry Internet Content & Information
  • CEO Mark Elliot Zuckerberg
  • Employees 76834

Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment offers Facebook, which enables people to share, discuss, discover, and connect with interests; Instagram, a community for sharing photos, videos, and private messages, as well as feed, stories, reels, video, live, and shops; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact privately. The Reality Labs segment provides augmented and virtual reality related products comprising consumer hardware, software, and content that help people feel connected, anytime, and anywhere. The company was formerly known as Facebook, Inc. and changed its name to Meta Platforms, Inc. in October 2021. Meta Platforms, Inc. was incorporated in 2004 and is headquartered in Menlo Park, California.