Meta Platforms (META) Aperçu de l'action
Meta Platforms, Inc. développe des produits qui permettent aux gens de se connecter et de partager avec leurs amis et leur famille par le biais d'appareils mobiles, d'ordinateurs personnels, de casques de réalité virtuelle (VR) et de lunettes d'intelligence artificielle aux États-Unis, au Canada, en Europe, dans la région Asie-Pacifique et dans le reste du monde. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 3/6 |
| Performances passées | 3/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
META ont passé avec succès nos contrôles de risques.
Last Earnings Call
Q2 2026 · 29 Jul 2026Meta Platforms reported strong Q2 2026 results, with total revenue of $60.8 billion (+28% YoY), exceeding the analyst consensus estimate of $59.4 billion. GAAP earnings per share (EPS) were $6.18, beating the consensus estimate of $5.92.
Key metrics include 3.6 billion daily active users across apps, with Instagram reaching 2 billion daily actives. Management highlighted that AI investments are significantly improving ad performance and content recommendations, while also driving new enterprise revenue streams, including business agents and API services. Despite a 55% increase in expenses due to infrastructure and legal charges, the company remains focused on aggressive AI scaling. Management expects Q3 2026 revenue between $61 billion and $64 billion and narrowed its 2026 CapEx outlook to $130 billion–$145 billion, emphasizing the strategic importance of building AI capacity to secure long-term competitive advantages in personal and business intelligence.
Market Reaction
Meta shares fell by approximately 4% in after-hours trading on July 29, 2026. Analysts cited the higher-than-expected 2026 expense and capital expenditure guidance, combined with investor concerns regarding the long-term ROI of aggressive, multi-year AI infrastructure spending, as the primary drivers for the sell-off.
META Community Fair Values
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Analyst Price Targets
Top Community Narratives
Meta Platforms, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$592.10 |
| Plus haut sur 52 semaines | US$796.25 |
| Plus bas sur 52 semaines | US$520.26 |
| Bêta | 1.24 |
| Variation sur 1 mois | -11.52% |
| Variation sur 3 mois | -1.13% |
| Variation sur 1 an | -23.03% |
| Variation sur 3 ans | 96.29% |
| Variation sur 5 ans | 63.03% |
| Évolution depuis l'introduction en bourse | 1,448.71% |
Nouvelles et mises à jour récentes
Revenue Grew 28%. Free Cash Flow Fell 91%. Cancel the Limit Order.
Cancel the Order. Not Because the Company Got Worse.Meta: The Market Is Missing The Forest For The Trees
Summary Meta Platforms has continued to defy the skeptics, and the strength of its core advertising has persisted amid the market's myopia. META's aggressive CapEx and potentially early-stage cloud computing ambitions are compressing free cash flow margins now, but investors should not miss the long-term prize. Robust AI-driven ad growth, a massive 3.6B daily active user base, and a resilient app ecosystem underpin META's long-term moat and optionality. Valuations are now under 18x forward earnings, and its price action hasn't cratered despite all this negative media print. I view the buying opportunity as timely, as the consolidation continues to allow investors to accumulate while waiting for the advance to pan out later. Read the full article on Seeking AlphaRecent updates
Revenue Grew 28%. Free Cash Flow Fell 91%. Cancel the Limit Order.
Cancel the Order. Not Because the Company Got Worse.Meta: The Market Is Missing The Forest For The Trees
Summary Meta Platforms has continued to defy the skeptics, and the strength of its core advertising has persisted amid the market's myopia. META's aggressive CapEx and potentially early-stage cloud computing ambitions are compressing free cash flow margins now, but investors should not miss the long-term prize. Robust AI-driven ad growth, a massive 3.6B daily active user base, and a resilient app ecosystem underpin META's long-term moat and optionality. Valuations are now under 18x forward earnings, and its price action hasn't cratered despite all this negative media print. I view the buying opportunity as timely, as the consolidation continues to allow investors to accumulate while waiting for the advance to pan out later. Read the full article on Seeking Alpha
Selling Intelligence, Not Compute: Inside Meta's $145 Billion Bet
Meta's Q2 2026 print was a study in contrasts: the core advertising business is executing at the highest level in years, while the balance sheet and cash flow profile have deteriorated sharply on the back of an accelerating AI infrastructure buildout. The stock fell as much as 9.6% in the immediate aftermath and remains below its pre-earnings level despite a partial recovery.
META: The Tide Just Went Out. Let's See Who's Dressed.
Right Now META is sitting at $544.20. Wednesday's close was $585.61.
META: Heavy AI Infrastructure And Cloud Monetization Will Drive Long Term Upside
Analysts have trimmed the fair value estimate for Meta Platforms to about $607 per share, down from roughly $695, as they factor in higher AI related spending, slightly slower projected revenue growth, and lower expected profit margins, while maintaining ongoing confidence in the company’s long term AI opportunities. Analyst Commentary Street research on Meta Platforms points to a more cautious tone even as many firms remain constructive on the long term AI story.
META: AI Cloud Monetization Will Recycle Massive Compute Spend Into Future Earnings
Meta Platforms’ updated analyst price target reflects a modest reset in fair value to $960.60, as analysts weigh potential upside from an emerging cloud and compute offering against expectations for higher CapEx and a slightly lower long term profit profile. Analyst Commentary Recent research around Meta Platforms centers on how a potential cloud and compute business could affect earnings, capital needs, and the valuation framework investors use for the stock.
Meta Platforms - Zuckerberg’s investment decisions are impulsive or Prudent?
Meta’s reported interest in entering the cloud infrastructure business makes me wonder whether the company is solving the right problem—or creating another expensive one. I’ve increasingly felt that Mark Zuckerberg’s capital allocation has become more impulsive than prudent.
Meta Platforms: A Cash Flow Machine in the Age of AI
Three key ideas before starting Unmatched Cash Generation & Scale: Reaching over $200 billion in annual revenue with 3.58 billion daily active people, Meta's "Family of Apps" operates with 50%+ margins, generating massive free cash flow to self-fund the tech of the future. AI & B2B as Near-Term Catalysts: Advantage+ AI algorithms are drastically boosting ad ROI and pricing power, while WhatsApp's B2B ecosystem and Threads' 500 million MAUs offer explosive, high-margin revenue diversification.META: Heavy AI Buildout And Subscriptions Will Drive Long Term Upside
Analysts have nudged their price target on Meta Platforms modestly higher, reflecting a fair value estimate moving by about $6 to roughly $695. This outlook is supported by expectations for stronger revenue growth tied to AI infrastructure partnerships and emerging subscription opportunities, even as projected profit margins soften slightly and future P/E assumptions edge lower.Meta Platforms (META) Stock Could Be 20.2% Undervalued After AI Leadership Exit
The exit of Emily Dalton Smith, who led Meta Platforms (META)’s AI For Work division and key internal AI tools, has become a fresh focal point for investors already watching the company’s large AI spending. See our latest analysis for Meta Platforms. Investors have been weighing Emily Dalton Smith’s exit alongside Meta Platforms’ heavier AI spending and new data center and renewable energy partnerships. The stock’s 30 day share price return is down 4.97% and its year to date share price...
META: AI Subscriptions And Enterprise Agents Will Unlock Massive Compute Monetization
Meta Platforms' updated analyst price target shifts only slightly, with small reductions of a few dollars from firms such as Wells Fargo and others, partly offset by upgrades and higher targets tied to analysts' views on the company's AI investments, subscription plans and efforts to manage rising infrastructure costs through potential headcount reductions. Analyst Commentary Analysts are split on Meta Platforms, with some focusing on the upside from AI, subscriptions and cost discipline, while others highlight execution risks and uncertainties around monetizing heavy infrastructure spend.
Meta: Nobody Uses AI Better
The thesis in one paragraph Meta is quietly turning the best attention-capture engine ever built into a machine that does not just show you ads, but works out what you will buy next. If that lands, the business stops looking like a media company and starts looking like a toll on commerce itself.META: AI Infrastructure And Layoffs Will Reset Long Term AI Monetization Risk
Meta Platforms' analyst price target has been nudged down by $22 to reflect slightly lower modeled fair value and revenue growth, as analysts weigh heavier AI and compute investments against ongoing progress in monetizing those efforts and securing long term infrastructure partnerships. Analyst Commentary Recent research on Meta Platforms has turned more mixed, with a cluster of price target cuts and at least one downgrade pointing to questions around AI monetization, spending plans and regulatory risk.
AI as the Core Growth Driver
Below is a professional investment memo in English on Meta Platforms, Inc. , built using: The Q1 2026 earnings call transcript you provided Information consistent with Meta’s investor relations site (as referenced within the transcript) Investment Memo – Meta Platforms, Inc.META: AI Infrastructure Buildout And Cost Discipline Will Support Long-Term Monetization
Analysts trimmed the Meta Platforms price target to approximately $829 from about $836, reflecting a slightly higher discount rate and a more conservative assumed future P/E. This was partially offset by updated revenue growth assumptions and broadly mixed recent research commentary on AI investment, legal risk and cost discipline.Three Things Changed in Six Weeks. The Stock Got More Expensive Anyway.
A May 2026 Update on Meta Platforms (NASDAQ: META) The Limit Order Did Not Trigger. The Quarter Did.META: AI Infrastructure Buildout And Layoffs Will Rebalance Long Term Risk Reward
Meta Platforms' analyst price target has been trimmed by about $7 to reflect a slightly higher discount rate and lower assumed future P/E, even as analysts point to ongoing AI product launches, mixed legal headlines, and cost discipline as key factors in the updated outlook. Analyst Commentary Recent Street research around Meta Platforms reflects a split view.The $135 Billion Bet That Should Make Every Shareholder Nervous
Zuckerberg Is Building a Railroad. The Question Is Whether Anyone Needs to Go Where It Leads.Meta Could Reach $653–$792 Over the Next Five Years
Meta has a credible path to $653–$792 over the next five years because it combines massive scale, strong ad monetization, and growing AI capabilities. Its core platforms continue to generate exceptional cash flow, and that financial strength gives Meta room to invest, innovate, and compound earnings over time.META: AI Infrastructure Buildout And Cost Cuts Will Shape Future Earnings Power
Meta Platforms' analyst fair value estimate has been adjusted higher by about $12 to $1,014.69, as analysts factor in slightly stronger revenue growth and profit margin assumptions alongside ongoing AI investment, while balancing recent price target trims with supportive views on cost discipline and long term infrastructure partnerships. Analyst Commentary Recent commentary on Meta Platforms clusters around two themes, with some analysts highlighting legal and regulatory overhangs while others focus on execution in AI, cost discipline, and major infrastructure partnerships.META: Massive AI Buildout And Layoffs Will Refocus Spending Toward Long Term Upside
Meta Platforms' analyst fair value estimate has edged up by about $1 to $718.64 as analysts factor in AI driven efficiency plans, potential multi year GPU partnerships, and expected cost savings from possible headcount reductions, which they see as partially offset by pressure on profit margins and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Meta Platforms clusters around a few clear themes.META: Massive AI Infrastructure Build And Power Deals Will Drive Future Upside
Analysts have trimmed our Meta Platforms fair value estimate by about $5 to $717.61 per share, reflecting a slightly higher discount rate, a modest adjustment to long term P/E assumptions, and mixed Street views that balance concerns about rising AI investment and monetization against ongoing user and profit momentum. Analyst Commentary Street views on Meta remain split, with some research highlighting attractive valuation and ongoing user and profit growth, while others flag execution risks around artificial intelligence monetization and a heavier investment cycle.META: AI Data Center Spend And Regulatory Pressures Will Shape Balanced Return Prospects
The updated analyst price target for Meta Platforms is $722.91. Analysts broadly attribute this to expectations of stronger revenue growth and higher profit margin assumptions, partly offset by a lower future P/E multiple and a slightly higher discount rate.META: AI Infrastructure Spending Will Shape Long Term Earnings Power
Analysts increased their implied fair value estimate for Meta Platforms by about US$94 to US$1,002, citing Street research that reflects stronger assumed revenue growth, a slightly higher future P/E, and mixed views on margins and risk as firms frequently revisited and adjusted their price targets in recent reports. Analyst Commentary Recent Street research on Meta Platforms shows a cluster of price target revisions and rating changes that point to an active debate around how to value the company, especially as it increases spending on artificial intelligence, data centers, and related infrastructure.Meta Platforms, Inc. (NASDAQ:META) Just Released Its Annual Results And Analysts Are Updating Their Estimates
Investors in Meta Platforms, Inc. ( NASDAQ:META ) had a good week, as its shares rose 8.8% to close at US$717 following...META: AI-Driven Spending And Regulatory Scrutiny Will Shape Balanced Return Outlook
Analysts have trimmed their blended price targets on Meta Platforms by adjusting assumptions for fair value to about $691, nudging the discount rate higher and slightly reducing long term margin and P/E expectations, even as they factor in stronger revenue growth supported by AI driven ad performance and heavier 2026 investment plans, as flagged in recent research. Analyst Commentary Recent research on Meta Platforms reflects a mixed tone, with several price target cuts and rating changes clustered around concerns about spending, valuation, and the timing of returns from artificial intelligence projects.Meta Platforms (META): Scale, Liability, and the Hidden Cost of Digital Dominance
Meta Platforms (NASDAQ: META) has crossed a critical threshold. What began as a social media company is now a piece of global digital infrastructure—one that shapes communication, advertising, content distribution, and increasingly, artificial intelligence deployment at scale.META: AI Infrastructure And Power Expansion Will Support Long-Term Monetization Potential
Analysts have slightly reduced their blended fair value estimate for Meta Platforms to account for a tighter discount rate and expectations of higher AI-related investment, while still highlighting solid revenue growth, profitability, and long-term AI monetization potential in recent price target revisions clustered around US$750 to US$900. Analyst Commentary Recent research on Meta Platforms clusters around high price targets, but the tone is mixed as analysts balance confidence in AI driven growth with concerns about heavier spending and valuation.META: Expanding AI Infrastructure And Power Investments Will Drive Durable Future Upside
Analysts have trimmed their blended price target for Meta Platforms by a few dollars to approximately $837 per share. This reflects slightly higher long term growth expectations tempered by modestly lower margin and valuation assumptions, as AI driven revenue gains are weighed against a steeper multiyear capex ramp.Meta Stock: When Attention, AI, and Advertising Collide
Meta Platforms (NASDAQ: META) sits at the intersection of three forces shaping the modern internet: human attention, artificial intelligence, and advertising economics. While debates around privacy, content moderation, and platform influence continue, Meta’s core business remains deceptively simple—capturing attention and converting it into measurable outcomes for advertisers.META: AI Spending And Regulatory Pressures Will Shape Balanced Return Prospects
Analysts have raised their fair value estimate for Meta Platforms to approximately $693 per share from about $605, citing stronger AI driven revenue growth and durable ad share gains that more than offset near term margin pressure from elevated infrastructure and capex investment. Analyst Commentary Street research remains broadly constructive on Meta, but the recent earnings cycle has sharpened debate around how much of the company’s artificial intelligence upside is already reflected in the share price.META: Expanding AI Infrastructure Investment Will Drive Long-Term Upside Despite Higher Costs
Analysts have slightly lowered their average price target for Meta Platforms, citing the company's higher capital expenditure plans for artificial intelligence in contrast to strong advertising growth and expanding profit margins. Updated targets now cluster in the $810 to $875 range.META: AI-Fueled Product Gains Will Outweigh Cost Pressures Ahead
Meta Platforms' fair value estimate has edged lower by approximately $7 to $841. Analysts factor in higher expected capital expenditures and moderation in profit margins, partially offset by ongoing robust revenue growth driven by AI-related advancements.META: Accelerating AI And Data Center Investments Will Drive Long-Term Market Leadership
Analysts have modestly reduced their price target for Meta Platforms, lowering it from approximately $863 to $848. They are balancing recent robust advertising-driven growth with concerns over heavier future investments and moderating profit margins.Rendement pour les actionnaires
| META | US Interactive Media and Services | US Marché | |
|---|---|---|---|
| 7D | 6.4% | 1.2% | 4.2% |
| 1Y | -23.0% | 30.4% | 20.6% |
Rendement vs Industrie: META a sous-performé le secteur US Interactive Media and Services qui a rapporté 30.4 % au cours de l'année écoulée.
Rendement vs marché: META a sous-performé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| META volatility | |
|---|---|
| META Average Weekly Movement | 6.6% |
| Interactive Media and Services Industry Average Movement | 8.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: META n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de META ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2004 | 75,472 | Mark Zuckerberg | www.meta.com |
Meta Platforms, Inc. développe des produits qui permettent aux gens de se connecter et de partager avec leurs amis et leur famille par le biais d'appareils mobiles, d'ordinateurs personnels, de casques de réalité virtuelle (VR) et de lunettes d'intelligence artificielle aux États-Unis, au Canada, en Europe, en Asie-Pacifique et dans le monde entier. Elle opère à travers deux segments, Family of Apps (FoA) et Reality Labs (RL). Le segment FoA propose Facebook, qui permet aux gens de construire une communauté à travers le flux, les bobines, les histoires, les groupes, la place de marché et autres ; Instagram qui rapproche les gens à travers le flux Instagram, les histoires, les bobines, le direct et la messagerie ; Messenger, une application de messagerie pour les gens à se connecter avec des amis, la famille, les communautés et les entreprises à travers les plates-formes et les appareils à travers le texte, l'audio, et les appels vidéo ; Meta AI, un assistant disponible dans les applications, en tant qu'application autonome, sur des lunettes d'intelligence artificielle et sur le web ; Threads, une application pour les mises à jour textuelles et les conversations publiques ; et WhatsApp, une application de messagerie utilisée par les particuliers et les entreprises pour communiquer et effectuer des transactions.
Meta Platforms, Inc. Résumé des fondamentaux
| META statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.51t |
| Bénéfices(TTM) | US$68.10b |
| Recettes(TTM) | US$228.25b |
Le site META est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| META compte de résultat (TTM) | |
|---|---|
| Recettes | US$228.25b |
| Coût des recettes | US$41.66b |
| Marge brute | US$186.59b |
| Autres dépenses | US$118.49b |
| Les revenus | US$68.10b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 26.73 |
| Marge brute | 81.75% |
| Marge bénéficiaire nette | 29.84% |
| Ratio dettes/capitaux propres | 32.0% |
Quelles ont été les performances à long terme de META?
Voir les performances historiques et les comparaisonsDividendes
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/09 05:31 |
| Cours de l'action en fin de journée | 2026/08/07 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Meta Platforms, Inc. est couverte par 92 analystes. 57 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Heasman | Accountability Research Corporation |
| Richard Kramer | Arete Research Services LLP |
| Rocco Strauss | Arete Research Services LLP |