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Meta Platforms, Inc.

Report azionario NasdaqGS:META

Capitalizzazione di mercato: US$1.6t

  • Panoramica aziendale
  • Valutazione
  • Crescita futura
  • Performance passate
  • Salute finanziaria
  • Dividendo
  • Management
  • Proprietà
  • Altre informazioni
  • Comunità azionaria

Meta Platforms Crescita futura

Criteri Future verificati 3/6

Meta Platforms prevede che gli utili e i ricavi cresceranno rispettivamente di 14.4% e 15.8% all'anno. Si prevede che l'EPS crescerà di 13.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 21.7% in 3 anni.

Informazioni chiave

14.4%

Tasso di crescita degli utili

13.88%

Tasso di crescita dell'EPS

Interactive Media and Services crescita degli utili4.2%
Tasso di crescita dei ricavi15.8%
Rendimento futuro del capitale proprio21.71%
Copertura analitica

Good

Ultimo aggiornamento09 Sep 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • Feb 01

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...

Recent updates

Seeking Alpha • 17h

Meta: The Market Is Asleep At The Wheel

Summary Meta Platforms is initiated with a strong buy and $882 PT, citing undervaluation and robust core ad business growth. META's Family of Apps segment drives over 97% of revenue, with ARPU and ROAS rising despite margin compression from AI infrastructure spending. Capex intensity is high, but I expect margin declines to moderate and EPS growth to accelerate in 2025, supporting a catch-up trade. Risks include persistent Reality Labs losses, capex overruns, regulatory threats, and macroeconomic sensitivity, but current Street estimates provide downside cushion. Read the full article on Seeking Alpha
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Nuova narrativa • Sep 03

Meta — The Cash Machine Turning AI Into Ad Dollars

Meta owns the world's largest social/advertising network (Facebook, Instagram, WhatsApp) and turns AI directly into better ad targeting and engagement. The core business is a cash machine funding everything else.
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Aggiornamento narrativa • Sep 03

META: AI Compute And Cloud Monetization Will Unlock Massive Capex Optionality

Meta Platforms enters this Narrative Update with the analyst-derived fair value estimate adjusting from $960.60 to $922.32 as analysts weigh higher modeled revenue growth and profit margins against lower assumed future P/E multiples and a slightly higher discount rate following a broad reset in price targets that reflects heavier AI capex, evolving monetization plans and mixed near term guidance. Analyst Commentary Street research on Meta Platforms over 2026 has been active, with many firms revisiting their models after heavier AI capital spending, new product plans and evolving views on AI monetization.
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Aggiornamento narrativa • Aug 30

Q2 - Update

Updated with the most recent Q2 report.
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Nuova narrativa • Aug 15

Meta’s Valuation Still Works, But Only If Free Cash Flow Recovers

The market is not debating whether Meta still has a strong business. It clearly does.
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Aggiornamento narrativa • Aug 13

META: AI Subscriptions And Enterprise Agents Will Drive Massive Compute Monetization

Analysts have trimmed their fair value estimate for Meta Platforms to about $754, down from roughly $829, reflecting lower profit margin and future P/E assumptions, even as they continue to highlight strong user engagement and long term AI monetization potential. Analyst Commentary Recent Street research on Meta Platforms shows a split view.
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Aggiornamento narrativa • Aug 04

Revenue Grew 28%. Free Cash Flow Fell 91%. Cancel the Limit Order.

Cancel the Order. Not Because the Company Got Worse.
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Aggiornamento narrativa • Aug 02

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.
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Nuova narrativa • Jul 31

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.
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Aggiornamento narrativa • Jul 30

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.
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Aggiornamento narrativa • Jul 06

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.
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Nuova narrativa • Jul 01

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.
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Nuova narrativa • Jun 24

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.
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Aggiornamento narrativa • Jun 22

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.
Articolo di analisi • Jun 20

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...
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Aggiornamento narrativa • Jun 07

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.
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Nuova narrativa • Jun 03

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.
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Aggiornamento narrativa • May 23

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.
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Nuova narrativa • May 17

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.
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Aggiornamento narrativa • May 05

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.
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Aggiornamento narrativa • May 02

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.
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Aggiornamento narrativa • Apr 20

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.
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Nuova narrativa • Apr 14

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.
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Nuova narrativa • Apr 13

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.
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Aggiornamento narrativa • Apr 05

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.
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Aggiornamento narrativa • Mar 22

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.
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Aggiornamento narrativa • Mar 08

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.
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Aggiornamento narrativa • Feb 22

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.
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Aggiornamento narrativa • Feb 08

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.
Articolo di analisi • Feb 01

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...
User avatar
Aggiornamento narrativa • Jan 24

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.
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Aggiornamento narrativa • Jan 12

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.
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Aggiornamento narrativa • Jan 10

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.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:META - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028361,547102,0943,015215,46041
12/31/2027305,92987,897-22,205170,84258
12/31/2026254,19480,984-7,521134,93257
6/30/2026228,24768,09840,976130,301N/A
3/31/2026214,96370,58748,253124,000N/A
12/31/2025200,96660,45846,109115,800N/A
9/30/2025189,45858,52844,841107,574N/A
6/30/2025178,80471,50750,137102,299N/A
3/31/2025170,36066,63552,31196,108N/A
12/31/2024164,50162,36054,07291,328N/A
9/30/2024156,22755,53952,32182,744N/A
6/30/2024149,78451,43449,76178,422N/A
3/31/2024142,71245,75849,73976,361N/A
12/31/2023134,90239,09844,06871,113N/A
9/30/2023126,95629,73437,72466,220N/A
6/30/2023120,52522,54624,13555,510N/A
3/31/2023117,34621,44417,58450,397N/A
12/31/2022116,60923,20019,28950,475N/A
9/30/2022118,11528,83226,28054,068N/A
6/30/2022119,41033,63035,70758,466N/A
3/31/2022119,66637,33839,68959,517N/A
12/31/2021117,92939,37038,99357,683N/A
9/30/2021112,33040,30435,71653,619N/A
6/30/2021104,79038,95732,11249,358N/A
3/31/202194,39933,74124,12839,988N/A
12/31/202085,96529,14623,58438,747N/A
9/30/202078,97525,27619,18833,790N/A
6/30/202075,15723,52118,82333,268N/A
3/31/202073,35720,958N/A38,007N/A
12/31/201970,69718,485N/A36,314N/A
9/30/201966,52918,018N/A34,849N/A
6/30/201962,60417,064N/A33,040N/A
3/31/201958,94919,553N/A30,722N/A
12/31/201855,83822,111N/A29,274N/A
9/30/201851,89619,497N/A29,327N/A
6/30/201848,49719,063N/A27,956N/A
3/31/201844,58717,848N/A27,018N/A
12/31/201740,65315,920N/A24,216N/A
9/30/201736,49015,212N/A21,475N/A
6/30/201733,17313,129N/A19,384N/A
3/31/201730,28811,515N/A17,689N/A
12/31/201627,63810,188N/A16,108N/A
9/30/201624,6708,182N/A15,726N/A
6/30/201622,1606,453N/A13,882N/A
3/31/201619,7674,892N/A12,097N/A
12/31/201517,9283,669N/A10,320N/A
9/30/201515,9382,811N/A7,355N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di META ( 14.4% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di META ( 14.4% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di META cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di META ( 15.8% all'anno) crescerà più rapidamente del mercato US ( 13.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di META ( 15.8% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di META sarà elevato tra 3 anni ( 21.7 %)


Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/09 22:13
Prezzo dell'azione a fine giornata2026/09/09 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
  • Modulo SEC 10-K
  • Modulo SEC 10-Q
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
  • Rapporti di ricerca degli analisti
  • Blue Matrix
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
  • Dati di mercato ICE
  • Modulo SEC S-1
Proprietà10 anni
  • Top azionisti
  • Insider trading
  • Modulo 4 SEC
  • Modulo 13D SEC
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
  • Modulo SEC 10-K
  • Modulo SEC DEF 14A
Sviluppi principali10 anni
  • Annunci aziendali
  • Modulo 8-K SEC

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

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Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Meta Platforms, Inc. è coperta da 93 analisti. 58 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David HeasmanAccountability Research Corporation
Richard KramerArete Research Services LLP
Rocco StraussArete Research Services LLP

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Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
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