Meta Platforms Performance degli utili passati
Criteri Il passato verificati 4/6
Meta Platforms ha registrato una crescita degli utili a un tasso medio annuo di 17.7%, mentre il settore Interactive Media and Services ha registrato utili in crescita a un tasso medio annuo di 21.7%. I ricavi sono stati in crescita a un tasso medio annuo di 14.5%. Il ritorno sul capitale proprio di Meta Platforms è 29% e ha margini netti di 32.8%.
Informazioni chiave
17.68%
Tasso di crescita degli utili
20.56%
Tasso di crescita dell'EPS
| Interactive Media and Services Crescita del settore | 6.15% |
| Tasso di crescita dei ricavi | 14.54% |
| Rendimento del capitale proprio | 28.97% |
| Margine netto | 32.84% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 18
Meta's Selloff Looks Like A Major Misread
Summary Meta Platforms (META) remains a Buy, as AI-driven CAPEX is already translating into real revenue and earnings growth. META's ad impressions rose 19% YoY and average ad price increased 12%, fueling a 33% YoY revenue jump to $56.31 billion. Despite a CAPEX guidance hike to $125-145B and FCF down 35% YoY, current spending is driving immediate monetization, not speculative future returns. META's valuation at 16-17x FY2027 forward P/E appears disconnected from its robust core business and monetization metrics. Read the full article on Seeking Alpha
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Nuova narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • Feb 16
The Superintelligence Pivot: Meta’s $135 Billion Bet on the Energy-Compute Nexus
Meta is currently the most debated stock in the "Magnificent Seven." After the "Year of Efficiency" in 2023, Zuckerberg has flipped the script, entering a "Year of Superintelligence." The narrative for 2026 is a race between two forces: Margin Compression (due to $100B+ in capex depreciation) and Ad-Tech Industrialization (AI-driven ads that convert at 3x the legacy rate). While the "Fair Value" sits at $556 , institutional investors are hesitant to sell because Meta’s Family of Apps (DAP: 3.58 Billion) provides a "user moat" that no other AI company can match.Aggiornamento della narrazione • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • Dec 26
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.Aggiornamento della narrazione • Dec 23
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.Aggiornamento della narrazione • Dec 12
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.Aggiornamento della narrazione • Nov 28
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.Aggiornamento della narrazione • Nov 14
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.Aggiornamento della narrazione • Oct 30
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.Articolo di analisi • Sep 06
Meta Platforms, Inc. (NASDAQ:META) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Meta Platforms is US$1,073 based on 2 Stage Free Cash Flow to Equity Current...Articolo di analisi • Jul 08
Meta Platforms, Inc.'s (NASDAQ:META) Share Price Not Quite Adding Up
With a price-to-earnings (or "P/E") ratio of 27.1x Meta Platforms, Inc. ( NASDAQ:META ) may be sending bearish signals...Seeking Alpha • Apr 29
Meta Q1 Preview: Antitrust Issues Make This A Risky Buy At Current Valuations
Summary Meta is well-positioned to outperform peers in a slowing ads market, with limited exposure to riskier segments and a strong growth track record vs peers. I think with each deadline extension for a TikTok ban, the likelihood of Meta enjoying a ~2% step jump up to its TTM revenue base from reduced competition gets slimmer. Ongoing antitrust trials can force Meta to sell Instagram and WhatsApp, reducing Meta's competitive standing and ads pricing power. We may be at the cusp of major disruptions. To continue being a buyer of META stock, I would demand a meaningful discount valuation. But currently, the stock seems relatively overvalued vs its comps. META vs SPX500 chart technicals point bullish but without favorable valuations, I think this is insufficient to justify a 'Buy' ahead of the Q1 FY25 earnings. Read the full article on Seeking AlphaSeeking Alpha • Apr 23
Is Meta The Most Undervalued Stock In The Magnificent 7
Summary Meta Platforms' robust financial performance, with 20%+ YoY revenue growth and 50% YoY EPS growth, highlights its strong market position and competitive advantage. The company's attractive valuation, being the 'cheapest' among the Magnificent 7, combined with its growth profile, makes it a compelling investment. META's powerful network effects and the blending of communication, media, and content drive long-term growth potential, making it a dominant player in the industry. Despite risks from competition and regulatory scrutiny, META's undervaluation and strong fundamentals justify a 'Strong Buy' rating in a volatile market. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Meta: A Likely Downward Adjustment Of Capex Could Start A Bullish Rally
Summary Meta Platforms stock has seen a big correction in the last few weeks as recession fears increase and Wall Street is concerned over Meta's massive capex. Meta could announce a downward adjustment from the earlier capex announcement of "$60 billion to $65 billion." Meta's new AI tools are improving the price per ad due to better conversion for advertisers. It is trading at less than 16 times the EPS estimate for fiscal year ending Dec. 2027, which is a very attractive entry point. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Meta Platforms guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 214,963 | 70,587 | 24,628 | 62,921 |
| 31 Dec 25 | 200,966 | 60,458 | 24,143 | 57,372 |
| 30 Sep 25 | 189,458 | 58,528 | 20,934 | 52,163 |
| 30 Jun 25 | 178,804 | 71,507 | 19,262 | 48,196 |
| 31 Mar 25 | 170,360 | 66,635 | 20,105 | 46,045 |
| 31 Dec 24 | 164,501 | 62,360 | 21,087 | 43,873 |
| 30 Sep 24 | 156,227 | 55,539 | 22,296 | 41,500 |
| 30 Jun 24 | 149,784 | 51,434 | 22,456 | 39,333 |
| 31 Mar 24 | 142,712 | 45,758 | 23,320 | 37,988 |
| 31 Dec 23 | 134,902 | 39,098 | 23,709 | 38,483 |
| 30 Sep 23 | 126,956 | 29,734 | 24,030 | 35,156 |
| 30 Jun 23 | 120,525 | 22,546 | 26,349 | 35,315 |
| 31 Mar 23 | 117,346 | 21,444 | 25,687 | 34,813 |
| 31 Dec 22 | 116,609 | 23,200 | 25,681 | 33,619 |
| 30 Sep 22 | 118,115 | 28,832 | 27,111 | 32,613 |
| 30 Jun 22 | 119,410 | 33,630 | 26,446 | 29,759 |
| 31 Mar 22 | 119,666 | 37,338 | 25,079 | 27,165 |
| 31 Dec 21 | 117,929 | 39,370 | 23,872 | 24,655 |
| 30 Sep 21 | 112,330 | 40,304 | 21,060 | 22,816 |
| 30 Jun 21 | 104,790 | 38,957 | 19,033 | 21,263 |
| 31 Mar 21 | 94,399 | 33,741 | 18,250 | 19,629 |
| 31 Dec 20 | 85,965 | 29,146 | 18,155 | 18,447 |
| 30 Sep 20 | 78,975 | 25,276 | 18,130 | 17,118 |
| 30 Jun 20 | 75,157 | 23,521 | 17,421 | 15,902 |
| 31 Mar 20 | 73,357 | 20,958 | 16,627 | 14,755 |
| 31 Dec 19 | 70,697 | 18,485 | 15,341 | 13,600 |
| 30 Sep 19 | 66,529 | 18,018 | 13,929 | 12,577 |
| 30 Jun 19 | 62,604 | 17,064 | 13,037 | 11,687 |
| 31 Mar 19 | 58,949 | 19,553 | 12,029 | 10,895 |
| 31 Dec 18 | 55,838 | 22,111 | 11,297 | 10,273 |
| 30 Sep 18 | 51,896 | 19,497 | 9,914 | 9,367 |
| 30 Jun 18 | 48,497 | 19,063 | 8,748 | 8,762 |
| 31 Mar 18 | 44,587 | 17,848 | 7,882 | 8,158 |
| 31 Dec 17 | 40,653 | 15,920 | 7,242 | 7,754 |
| 30 Sep 17 | 36,490 | 15,212 | 6,814 | 7,368 |
| 30 Jun 17 | 33,173 | 13,129 | 6,473 | 6,858 |
| 31 Mar 17 | 30,288 | 11,515 | 6,024 | 6,410 |
| 31 Dec 16 | 27,638 | 10,188 | 5,503 | 5,919 |
| 30 Sep 16 | 24,670 | 8,182 | 5,014 | 5,670 |
| 30 Jun 16 | 22,160 | 6,453 | 4,700 | 5,399 |
| 31 Mar 16 | 19,767 | 4,892 | 4,317 | 5,097 |
| 31 Dec 15 | 17,928 | 3,669 | 4,020 | 4,816 |
| 30 Sep 15 | 15,938 | 2,811 | 3,832 | 4,613 |
| 30 Jun 15 | 14,640 | 2,722 | 3,351 | 3,950 |
Guadagni di qualità: META ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di META (32.8%) sono inferiori rispetto allo scorso anno (39.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di META sono cresciuti del 17.7% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di META nell'ultimo anno ( 5.9% ) è inferiore alla media quinquennale ( 17.7% all'anno).
Guadagni vs Settore: La crescita degli utili META nell'ultimo anno ( 5.9% ) ha superato la percentuale del settore Interactive Media and Services -1.3%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 29% ) di META è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/24 09:57 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
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 92 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.
| Analista | Istituzione |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |