Meta Platforms, Inc.

NasdaqGS:META 株式レポート

時価総額：US$1.7t

Meta Platforms 過去の業績

過去 基準チェック /36

Meta Platformsは、平均年間18.4%の収益成長を遂げていますが、 Interactive Media and Services業界の収益は、年間 成長しています。収益は、平均年間19.2% 15.1%収益成長率で 成長しています。 Meta Platformsの自己資本利益率は26.1%であり、純利益率は29.8%です。

主要情報

18.42%

収益成長率

21.00%

EPS成長率

Interactive Media and Services 業界の成長6.15%
収益成長率15.15%
株主資本利益率26.07%
ネット・マージン29.84%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

Seeking Alpha • 20h

Meta: Poised For Strong Long-Term Growth

Summary Meta Platforms is positioned for long-term growth, driven by multiple catalysts including AI tools, custom chips, and subscription services. META's Muse AI suite, custom MTIA chips, and Meta One subscriptions are expected to generate recurring revenue and cost efficiencies, leveraging its 3B+ user base. Valuation remains attractive with a PEG ratio of 1.09, below the sector median, supporting potential annual gains in line or better than expected 12% EPS growth. Risks include intense competition, high CapEx, and ongoing regulatory scrutiny, but META's strong profitability and double-digit returns underpin a positive long-term outlook. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 11

Meta Built the Future. I Sold the Stock Anyway.

Meta Platforms · Portfolio Update September 2026 · Analysis by John-Eric Two months ago, Meta looked cheap while everyone was panicking about capex. Since then, the stock ran to $641, its new AI agent stormed the App Store, Wall Street upgraded the name, and the business arguably became more interesting.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • Aug 30

Q2 - Update

Updated with the most recent Q2 report.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • Aug 04

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

Cancel the Order. Not Because the Company Got Worse.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.

収支内訳

Meta Platforms の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:META 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 26228,24768,09828,02671,634
31 Mar 26214,96370,58724,62862,921
31 Dec 25200,96660,45824,14357,372
30 Sep 25189,45858,52820,93452,163
30 Jun 25178,80471,50719,36648,450
31 Mar 25170,36066,63520,10546,045
31 Dec 24164,50162,36021,08743,873
30 Sep 24156,22755,53922,29641,500
30 Jun 24149,78451,43422,45639,333
31 Mar 24142,71245,75823,32037,988
31 Dec 23134,90239,09823,70938,483
30 Sep 23126,95629,73424,03035,156
30 Jun 23120,52522,54626,34935,315
31 Mar 23117,34621,44425,68734,813
31 Dec 22116,60923,20025,68133,619
30 Sep 22118,11528,83227,11132,613
30 Jun 22119,41033,63026,44629,759
31 Mar 22119,66637,33825,07927,165
31 Dec 21117,92939,37023,87224,655
30 Sep 21112,33040,30421,06022,816
30 Jun 21104,79038,95719,03321,263
31 Mar 2194,39933,74118,25019,629
31 Dec 2085,96529,14618,15518,447
30 Sep 2078,97525,27618,13017,118
30 Jun 2075,15723,52117,42115,902
31 Mar 2073,35720,95816,62714,755
31 Dec 1970,69718,48515,34113,600
30 Sep 1966,52918,01813,92912,577
30 Jun 1962,60417,06413,03711,687
31 Mar 1958,94919,55312,02910,895
31 Dec 1855,83822,11111,29710,273
30 Sep 1851,89619,4979,9149,367
30 Jun 1848,49719,0638,7488,762
31 Mar 1844,58717,8487,8828,158
31 Dec 1740,65315,9207,2427,754
30 Sep 1736,49015,2126,8147,368
30 Jun 1733,17313,1296,4736,858
31 Mar 1730,28811,5156,0246,410
31 Dec 1627,63810,1885,5035,919
30 Sep 1624,6708,1825,0145,670
30 Jun 1622,1606,4534,7005,399
31 Mar 1619,7674,8924,3175,097
31 Dec 1517,9283,6694,0204,816
30 Sep 1515,9382,8113,8324,613

質の高い収益: METAは 高品質の収益 を持っています。

利益率の向上: METAの現在の純利益率 (29.8%)は、昨年(40%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: METAの収益は過去 5 年間で年間18.4%増加しました。

成長の加速: METAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: METAは過去 1 年間で収益成長率がマイナス ( -4.8% ) となったため、 Interactive Media and Services業界平均 ( 8.5% ) と比較することが困難です。

株主資本利益率

高いROE: METAの 自己資本利益率 ( 26.1% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/21 21:45
終値2026/09/21 00:00
収益2026/06/30
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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。93

アナリスト機関
David HeasmanAccountability Research Corporation
Richard KramerArete Research Services LLP
Rocco StraussArete Research Services LLP