Meta Platforms（META）株式概要
Meta Platforms, Inc.は、米国、カナダ、欧州、アジア太平洋地域、および海外で、モバイル機器、パソコン、バーチャルリアリティ（VR）ヘッドセット、AIメガネを通じて、友人や家族とつながり、共有することを可能にする製品の開発に取り組んでいる。 詳細
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Meta Platforms, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$632.51 |
| 52週高値 | US$796.25 |
| 52週安値 | US$520.26 |
| ベータ | 1.24 |
| 1ヶ月の変化 | -5.47% |
| 3ヶ月変化 | -2.42% |
| 1年変化 | -2.31% |
| 3年間の変化 | 132.02% |
| 5年間の変化 | 91.47% |
| IPOからの変化 | 1,554.41% |
最新ニュース
Seeking Alpha • May 26
Meta Platforms Is Great, But It's Even Better Without Reality Labs
Summary Meta Platforms (META) remains a compelling buy, supported by robust revenue, profit, and cash flow growth despite recent underperformance versus the S&P 500. META's Q1 revenue surged 33.1% to $56.31 billion, driven by strong advertising growth and rising average revenue per user, especially in Europe and Asia Pacific. Significant investments in AI, infrastructure, and Reality Labs present both upside potential and risk, with Reality Labs incurring $70.79 billion in losses since 2022. Even excluding Reality Labs, META's core business generates substantial cash flow and trades at attractive multiples, justifying a continued bullish stance. Read the full article on Seeking Alpha
ナラティブの更新 • 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.Recent updates
Seeking Alpha • May 26
Meta Platforms Is Great, But It's Even Better Without Reality Labs
Summary Meta Platforms (META) remains a compelling buy, supported by robust revenue, profit, and cash flow growth despite recent underperformance versus the S&P 500. META's Q1 revenue surged 33.1% to $56.31 billion, driven by strong advertising growth and rising average revenue per user, especially in Europe and Asia Pacific. Significant investments in AI, infrastructure, and Reality Labs present both upside potential and risk, with Reality Labs incurring $70.79 billion in losses since 2022. Even excluding Reality Labs, META's core business generates substantial cash flow and trades at attractive multiples, justifying a continued bullish stance. Read the full article on Seeking Alphaナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.新しいナラティブ • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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 Alpha株主還元
| META | US Interactive Media and Services | US 市場 | |
|---|---|---|---|
| 7D | 3.6% | 0.5% | 1.5% |
| 1Y | -2.3% | 65.2% | 28.6% |
業界別リターン: META過去 1 年間で65.2 % の収益を上げたUS Interactive Media and Services業界を下回りました。
リターン対市場: METAは、過去 1 年間で28.6 % のリターンを上げたUS市場を下回りました。
価格変動
| META volatility | |
|---|---|
| META Average Weekly Movement | 5.6% |
| Interactive Media and Services Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: META 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: METAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 77,986 | Mark Zuckerberg | www.meta.com |
Meta Platforms, Inc.は、米国、カナダ、欧州、アジア太平洋地域、および海外において、モバイル機器、パソコン、バーチャルリアリティ（VR）ヘッドセット、AIメガネを通じて、人々が友人や家族とつながり、共有することを可能にする製品の開発に従事している。ファミリー・オブ・アプリ（FoA）とリアリティ・ラボ（RL）の2つのセグメントで事業を展開している。FoA事業では、フィード、リール、ストーリー、グループ、マーケットプレイスなどを通じてコミュニティ形成を可能にするフェイスブック、インスタグラムのフィード、ストーリー、リール、ライブ、メッセージングを通じて人々との距離を縮めるインスタグラム、テキスト、音声、ビデオ通話を通じてプラットフォームやデバイスを超えて友人、家族、コミュニティ、企業とつながるためのメッセージングアプリケーションであるメッセンジャーを提供している；アプリ、スタンドアロンアプリ、AIグラス、ウェブ上で利用可能なアシスタント「Meta AI」、テキストベースの最新情報や公開会話用アプリ「Threads」、人々や企業がコミュニケーションや取引に使用するメッセージングアプリ「WhatsApp」。RL事業では、ゲーム、フィットネス、エンターテイメントなど様々なソーシャル体験を可能にするメタクエストデバイスのほか、人々がつながりを感じるためのコンシューマー向けハードウェア、ソフトウェア、コンテンツなど、仮想現実・拡張現実製品を提供している。また、Ray Ban MetaやOakley MetaメガネのようなAIメガネや、AIメガネとレンズ一体型ディスプレイを組み合わせたMeta Ray Ban Display、神経筋信号でAIメガネを操作できる筋電図を利用した手首装着型デバイスMeta Neural Bandなどのウェアラブル製品も含まれる。メタ・プラットフォームズ社は、マイクロソフト社、エヌビディア社、アドバンスト・マイクロ・デバイス社、ブロードコム社、OpenAI, L.L.C.と協業しており、以前はフェイスブック社として知られていたが、2021年10月にメタ・プラットフォームズ社に社名を変更した。同社は2004年に法人化され、カリフォルニア州メンローパークに本社を置いている。
Meta Platforms, Inc. 基礎のまとめ
| META 基礎統計学 | |
|---|---|
| 時価総額 | US$1.61t |
| 収益（TTM） | US$70.59b |
| 売上高(TTM) | US$214.96b |
22.7x
PER（株価収益率7.5x
P/SレシオMETA は割高か？
公正価値と評価分析を参照収益と収入
| META 損益計算書（TTM） | |
|---|---|
| 収益 | US$214.96b |
| 売上原価 | US$38.82b |
| 売上総利益 | US$176.14b |
| その他の費用 | US$105.56b |
| 収益 | US$70.59b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 27.81 |
| グロス・マージン | 81.94% |
| 純利益率 | 32.84% |
| 有利子負債／自己資本比率 | 24.1% |
META の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.3%
現在の配当利回り8%
配当性向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 | 2026/05/29 15:07 |
| 終値 | 2026/05/29 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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. 59 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。93
| アナリスト | 機関 |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |