View ValuationMeta Platforms 将来の成長Future 基準チェック /46Meta Platforms利益と収益がそれぞれ年間13.7%と15.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に22.6% 12.9%なると予測されています。主要情報13.7%収益成長率12.86%EPS成長率Interactive Media and Services 収益成長10.3%収益成長率15.6%将来の株主資本利益率22.61%アナリストカバレッジGood最終更新日15 May 2026今後の成長に関する最新情報お知らせ • May 02Meta Platforms, Inc. Provides Revenue Guidance for the Second Quarter of 2026 and Earnings Guidance for the Full Year 2026Meta Platforms, Inc. provided revenue guidance for the second quarter of 2026 and earnings guidance for the full year 2026. The company expects second quarter 2026 total revenue to be in the range of $58-61 billion. Guidance assumes foreign currency is an approximately 2% tailwind to year-over-year total revenue growth, based on current exchange rates. The company continue to expect to deliver operating income this year that is above 2025 operating income.すべての更新を表示Recent updatesお知らせ • May 13Santa Clara County Counsel Files Landmark Civil Prosecution Taking on Meta Platforms, Inc.'s Role in Massive Consumer FraudSanta Clara County Counsel Tony LoPresti filed a landmark civil prosecution against Meta Platforms, Inc. The action, which is the first brought in California and the first brought by a local civil prosecutor in the nation, alleges that Meta knowingly facilitates and profits from billions of scam advertisements on its popular Facebook and Instagram platforms that defraud seniors and families and squeeze legitimate small businesses out of fair access to consumers. The complaint, filed in Santa Clara County Superior Court, alleges that Meta is deeply aware of the scale of the problem, tracking up to 15 billion scam ads shown to users every day across its platforms and deriving an estimated $7 billion in annual “violating revenue”—Meta’s internal term for revenue resulting from fraudulent or otherwise prohibited advertisements. According to the filing, Meta’s own systems flag ads that are likely scams but, instead of stopping those ads, the company charges scammers a premium price to run them, a practice that both facilitates and monetizes deception. The lawsuit further alleges that Meta’s sophisticated artificial intelligence tools and high-tech programs actively target vulnerable consumers and contribute to creating and refining scam ads. The complaint alleges that Meta has maintained a network of thousands of “Business Partners” that help scammers post their ads. Many of these Business Partners—characterized by Meta as “trusted” experts—openly advertise their ability to post scam ads on Meta’s platforms. The scams themselves run the gamut, including fraudulent financial products, cryptocurrency schemes, purported cures for incurable diseases, ineffective nutritional supplements, and impersonations of celebrities asking for monetary contributions. Meta is accused of knowingly enabling and profiting from a vast ecosystem of scam ads, with internal documents estimating its platforms host a third of all U.S. internet scams and contributing to more than $2.5 billion in losses for Californians in 2024 alone. Seniors are hit hardest—Californians over 60 lost more than $800 million, and nationwide, older adults reported losses more than four times the average. Meta’s practices allegedly flood its ad auctions with fraudulent ads that drive up costs for legitimate small businesses, while its AI tools generate and test thousands of ad variations in ways a Reuters investigation found can make ads significantly more misleading. According to the lawsuit, Meta’s algorithms then steer these deceptive ads toward people most vulnerable to harm, including users who previously clicked on scam ads, compounding losses among those least able to bear them. Meanwhile, the company publicly touts its commitment to safety but internally prioritizes revenue, including imposing “revenue guardrails” that limit enforcement against scam ads. LoPresti is asking the Court to stop Meta’s unlawful practices through injunctive relief; to require restitution for money lost as a result of Meta’s actions; and to impose civil penalties, including enhanced penalties for violations affecting senior citizens and treble remedies available under California law to deter wrongdoing against vulnerable populations. The complaint underscores Meta’s immense scale and capacity to protect the public if it chose to prioritize safety over its own profits and comply with the law: The company reported nearly $201 billion in revenue in 2025, about 98% from advertising, and ad impressions continue to climb. The lawsuit argues that no company that large should be allowed to treat regulatory fines as a mere cost of doing business while Californians bear staggering financial and emotional losses. The action is brought by the People of the State of California, acting by and through Santa Clara County Counsel Tony LoPresti, with the assistance of outside special counsel Bernstein Litowitz Berger & Grossmann LLP (BLB&G), Bishop Partnoy LLP, and Renne Public Law Group LLP.お知らせ • May 02Meta Platforms, Inc. Provides Revenue Guidance for the Second Quarter of 2026 and Earnings Guidance for the Full Year 2026Meta Platforms, Inc. provided revenue guidance for the second quarter of 2026 and earnings guidance for the full year 2026. The company expects second quarter 2026 total revenue to be in the range of $58-61 billion. Guidance assumes foreign currency is an approximately 2% tailwind to year-over-year total revenue growth, based on current exchange rates. The company continue to expect to deliver operating income this year that is above 2025 operating income.お知らせ • Apr 18Meta Platforms, Inc., Annual General Meeting, May 27, 2026Meta Platforms, Inc., Annual General Meeting, May 27, 2026.お知らせ • Apr 16Hock Tan to Transition Off of Meta’s Board of Directors and into an Advisor Role for MetaBroadcom Inc. announced that given the scale of this expanded partnership, Hock Tan, President and CEO of Broadcom Inc, will transition off of Meta’s Board of Directors and into an advisor role for Meta, where he'll provide guidance on Meta’s custom silicon roadmap and help shape the future of their infrastructure investments.お知らせ • Apr 14Meta Platforms, Inc. to Report Q1, 2026 Results on Apr 29, 2026Meta Platforms, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Apr 09Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G PerformanceUltra Accelerator Link Consortium, the industry standards organization developing the open scale-up interconnect for next-generation AI workloads, announced the ratification of the next UALink Specification, which encompasses three major additions – In-Network Compute, Chiplet Definition, and Manageability. The new specifications support the deployment of UALink solutions in multi-workload environments, while simultaneously helping improve UALink technology efficiency, performance for AI workloads and ease of implementation. The UALink Consortium provides a standardized foundation for accelerator connectivity at scale, helping drive innovation, increase deployment flexibility and support the rapidly growing performance demands of next-generation AI workloads. The new specification update is facilitated through UALink Consortium’s open governance model, which fosters innovation while enabling a robust, multi-vendor supply chain, providing system designers and cloud providers with the necessary flexibility to deploy interoperable solutions without vendor lock-in. New UALink Specifications: UALink Common Specification 2.0 introduces In-Network Compute for UALink technology, facilitating computation and communication between accelerators. Reduces latency, saves bandwidth, and improves scaling efficiency for distributed training and inference for AI solutions for complex and multi-workload environments for UALink systems. UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0 split the DL/PL Specification from the UALink Common Specification to enable UALink to move quickly as new physical layers and speeds are needed by the industry without requiring changes to the other specifications. UALink Manageability Specification 1.0 introduces UALink as a system with centralized control and management planes. Utilizes standardized protocols, modeling and APIs like gNMI, Yang, SAI and Redfish. UALink Chiplet Specification 1.0 defines the necessary information to integrate UALink technology into chiplet-based SoCs, including interfaces, form factors, flow control and chiplet management standardization. Fully compliant with the UCIe 3.0 Specification for simplified integration into existing chiplet ecosystems. All of the UALink specifications are available for public download.業績と収益の成長予測SET:META23 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028352,679104,86131,400208,6833512/31/2027301,63689,84210,853167,4795812/31/2026252,99984,7111,810135,986563/31/2026214,96370,58748,253124,000N/A12/31/2025200,96660,45846,109115,800N/A9/30/2025189,45858,52844,841107,574N/A6/30/2025178,80471,50750,137102,299N/A3/31/2025170,36066,63552,31196,108N/A12/31/2024164,50162,36054,07291,328N/A9/30/2024156,22755,53952,32182,744N/A6/30/2024149,78451,43449,76178,422N/A3/31/2024142,71245,75849,73976,361N/A12/31/2023134,90239,09844,06871,113N/A9/30/2023126,95629,73437,72466,220N/A6/30/2023120,52522,54624,13555,510N/A3/31/2023117,34621,44417,58450,397N/A12/31/2022116,60923,20019,28950,475N/A9/30/2022118,11528,83226,28054,068N/A6/30/2022119,41033,63035,70758,466N/A3/31/2022119,66637,33839,68959,517N/A12/31/2021117,92939,37038,99357,683N/A9/30/2021112,33040,30435,71653,619N/A6/30/2021104,79038,95732,11249,358N/A3/31/202194,39933,74124,12839,988N/A12/31/202085,96529,14623,58438,747N/A9/30/202078,97525,27619,18833,790N/A6/30/202075,15723,52118,82333,268N/A3/31/202073,35720,95823,18438,007N/A12/31/201970,69718,485N/A36,314N/A9/30/201966,52918,018N/A34,849N/A6/30/201962,60417,064N/A33,040N/A3/31/201958,94919,553N/A30,722N/A12/31/201855,83822,111N/A29,274N/A9/30/201851,89619,497N/A29,327N/A6/30/201848,49719,063N/A27,956N/A3/31/201844,58717,848N/A27,018N/A12/31/201740,65315,920N/A24,216N/A9/30/201736,49015,212N/A21,475N/A6/30/201733,17313,129N/A19,384N/A3/31/201730,28811,515N/A17,689N/A12/31/201627,63810,188N/A16,108N/A9/30/201624,6708,182N/A15,726N/A6/30/201622,1606,453N/A13,882N/A3/31/201619,7674,892N/A12,097N/A12/31/201517,9283,669N/A10,320N/A9/30/201515,9382,811N/A7,355N/A6/30/201514,6402,722N/A6,411N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: META23の予測収益成長率 (年間13.7% ) は 貯蓄率 ( 2.2% ) を上回っています。収益対市場: META23の収益 ( 13.7% ) はTH市場 ( 10.4% ) よりも速いペースで成長すると予測されています。高成長収益: META23の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: META23の収益 ( 15.6% ) TH市場 ( 9.6% ) よりも速いペースで成長すると予測されています。高い収益成長: META23の収益 ( 15.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: META23の 自己資本利益率 は、3年後には高くなると予測されています ( 22.6 %)成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/16 12:15終値2026/05/15 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Meta Platforms, Inc. 58 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。92 アナリスト機関David HeasmanAccountability Research CorporationRocco StraussArete Research Services LLPRichard KramerArete Research Services LLP89 その他のアナリストを表示
お知らせ • May 02Meta Platforms, Inc. Provides Revenue Guidance for the Second Quarter of 2026 and Earnings Guidance for the Full Year 2026Meta Platforms, Inc. provided revenue guidance for the second quarter of 2026 and earnings guidance for the full year 2026. The company expects second quarter 2026 total revenue to be in the range of $58-61 billion. Guidance assumes foreign currency is an approximately 2% tailwind to year-over-year total revenue growth, based on current exchange rates. The company continue to expect to deliver operating income this year that is above 2025 operating income.
お知らせ • May 13Santa Clara County Counsel Files Landmark Civil Prosecution Taking on Meta Platforms, Inc.'s Role in Massive Consumer FraudSanta Clara County Counsel Tony LoPresti filed a landmark civil prosecution against Meta Platforms, Inc. The action, which is the first brought in California and the first brought by a local civil prosecutor in the nation, alleges that Meta knowingly facilitates and profits from billions of scam advertisements on its popular Facebook and Instagram platforms that defraud seniors and families and squeeze legitimate small businesses out of fair access to consumers. The complaint, filed in Santa Clara County Superior Court, alleges that Meta is deeply aware of the scale of the problem, tracking up to 15 billion scam ads shown to users every day across its platforms and deriving an estimated $7 billion in annual “violating revenue”—Meta’s internal term for revenue resulting from fraudulent or otherwise prohibited advertisements. According to the filing, Meta’s own systems flag ads that are likely scams but, instead of stopping those ads, the company charges scammers a premium price to run them, a practice that both facilitates and monetizes deception. The lawsuit further alleges that Meta’s sophisticated artificial intelligence tools and high-tech programs actively target vulnerable consumers and contribute to creating and refining scam ads. The complaint alleges that Meta has maintained a network of thousands of “Business Partners” that help scammers post their ads. Many of these Business Partners—characterized by Meta as “trusted” experts—openly advertise their ability to post scam ads on Meta’s platforms. The scams themselves run the gamut, including fraudulent financial products, cryptocurrency schemes, purported cures for incurable diseases, ineffective nutritional supplements, and impersonations of celebrities asking for monetary contributions. Meta is accused of knowingly enabling and profiting from a vast ecosystem of scam ads, with internal documents estimating its platforms host a third of all U.S. internet scams and contributing to more than $2.5 billion in losses for Californians in 2024 alone. Seniors are hit hardest—Californians over 60 lost more than $800 million, and nationwide, older adults reported losses more than four times the average. Meta’s practices allegedly flood its ad auctions with fraudulent ads that drive up costs for legitimate small businesses, while its AI tools generate and test thousands of ad variations in ways a Reuters investigation found can make ads significantly more misleading. According to the lawsuit, Meta’s algorithms then steer these deceptive ads toward people most vulnerable to harm, including users who previously clicked on scam ads, compounding losses among those least able to bear them. Meanwhile, the company publicly touts its commitment to safety but internally prioritizes revenue, including imposing “revenue guardrails” that limit enforcement against scam ads. LoPresti is asking the Court to stop Meta’s unlawful practices through injunctive relief; to require restitution for money lost as a result of Meta’s actions; and to impose civil penalties, including enhanced penalties for violations affecting senior citizens and treble remedies available under California law to deter wrongdoing against vulnerable populations. The complaint underscores Meta’s immense scale and capacity to protect the public if it chose to prioritize safety over its own profits and comply with the law: The company reported nearly $201 billion in revenue in 2025, about 98% from advertising, and ad impressions continue to climb. The lawsuit argues that no company that large should be allowed to treat regulatory fines as a mere cost of doing business while Californians bear staggering financial and emotional losses. The action is brought by the People of the State of California, acting by and through Santa Clara County Counsel Tony LoPresti, with the assistance of outside special counsel Bernstein Litowitz Berger & Grossmann LLP (BLB&G), Bishop Partnoy LLP, and Renne Public Law Group LLP.
お知らせ • May 02Meta Platforms, Inc. Provides Revenue Guidance for the Second Quarter of 2026 and Earnings Guidance for the Full Year 2026Meta Platforms, Inc. provided revenue guidance for the second quarter of 2026 and earnings guidance for the full year 2026. The company expects second quarter 2026 total revenue to be in the range of $58-61 billion. Guidance assumes foreign currency is an approximately 2% tailwind to year-over-year total revenue growth, based on current exchange rates. The company continue to expect to deliver operating income this year that is above 2025 operating income.
お知らせ • Apr 18Meta Platforms, Inc., Annual General Meeting, May 27, 2026Meta Platforms, Inc., Annual General Meeting, May 27, 2026.
お知らせ • Apr 16Hock Tan to Transition Off of Meta’s Board of Directors and into an Advisor Role for MetaBroadcom Inc. announced that given the scale of this expanded partnership, Hock Tan, President and CEO of Broadcom Inc, will transition off of Meta’s Board of Directors and into an advisor role for Meta, where he'll provide guidance on Meta’s custom silicon roadmap and help shape the future of their infrastructure investments.
お知らせ • Apr 14Meta Platforms, Inc. to Report Q1, 2026 Results on Apr 29, 2026Meta Platforms, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Apr 09Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G PerformanceUltra Accelerator Link Consortium, the industry standards organization developing the open scale-up interconnect for next-generation AI workloads, announced the ratification of the next UALink Specification, which encompasses three major additions – In-Network Compute, Chiplet Definition, and Manageability. The new specifications support the deployment of UALink solutions in multi-workload environments, while simultaneously helping improve UALink technology efficiency, performance for AI workloads and ease of implementation. The UALink Consortium provides a standardized foundation for accelerator connectivity at scale, helping drive innovation, increase deployment flexibility and support the rapidly growing performance demands of next-generation AI workloads. The new specification update is facilitated through UALink Consortium’s open governance model, which fosters innovation while enabling a robust, multi-vendor supply chain, providing system designers and cloud providers with the necessary flexibility to deploy interoperable solutions without vendor lock-in. New UALink Specifications: UALink Common Specification 2.0 introduces In-Network Compute for UALink technology, facilitating computation and communication between accelerators. Reduces latency, saves bandwidth, and improves scaling efficiency for distributed training and inference for AI solutions for complex and multi-workload environments for UALink systems. UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0 split the DL/PL Specification from the UALink Common Specification to enable UALink to move quickly as new physical layers and speeds are needed by the industry without requiring changes to the other specifications. UALink Manageability Specification 1.0 introduces UALink as a system with centralized control and management planes. Utilizes standardized protocols, modeling and APIs like gNMI, Yang, SAI and Redfish. UALink Chiplet Specification 1.0 defines the necessary information to integrate UALink technology into chiplet-based SoCs, including interfaces, form factors, flow control and chiplet management standardization. Fully compliant with the UCIe 3.0 Specification for simplified integration into existing chiplet ecosystems. All of the UALink specifications are available for public download.