Update shared on04 Aug 2025
Fair value Increased 14%The increase in Meta Platforms’ consensus analyst price target from $756.13 to $846.26 is primarily driven by a notable upward revision in revenue growth forecasts, alongside a modest expansion in future P/E expectations.
What's in the News
- Meta is joining the Global Signal Exchange alongside Microsoft to combat online scams and cybercrime, leveraging shared data and collaboration with over 30 major organizations.
- The company repurchased 16.5 million shares (0.65%) for $9.7 billion this quarter, completing 23.19% of its buyback program since 2016.
- Meta provided Q3 revenue guidance of $47.5–$50.5 billion, with Q4 growth seen slowing due to strong prior-year comps; FX is expected to be a 1% revenue tailwind.
- In advanced talks to raise $29 billion ($3bn equity, $26bn debt) from private capital to finance US data center buildout for AI, with involvement from firms like KKR, Apollo, and Pimco.
- Finalized a $14.3 billion investment for a 49% stake in Scale AI to accelerate its AI and “superintelligence” initiatives, after considering but not pursuing acquisitions of other AI startups.
Valuation Changes
Summary of Valuation Changes for Meta Platforms
- The Consensus Analyst Price Target has significantly risen from $756.13 to $846.26.
- The Consensus Revenue Growth forecasts for Meta Platforms has significantly risen from 13.3% per annum to 15.1% per annum.
- The Future P/E for Meta Platforms has risen slightly from 27.12x to 28.42x.
Disclaimer
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