View ValuationMeta Platforms 향후 성장Future 기준 점검 4/6Meta Platforms (는) 각각 연간 13.7% 및 15.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.6% 로 예상됩니다.핵심 정보13.7%이익 성장률12.86%EPS 성장률Interactive Media and Services 이익 성장10.3%매출 성장률15.6%향후 자기자본이익률22.61%애널리스트 커버리지Good마지막 업데이트15 May 2026최근 향후 성장 업데이트공시 • 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.모든 업데이트 보기Recent updates공시 • 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.공시 • 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.공시 • Apr 18Meta Platforms, Inc., Annual General Meeting, May 27, 2026Meta Platforms, Inc., Annual General Meeting, May 27, 2026.공시 • 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.공시 • 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, 2026공시 • 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.이익 및 매출 성장 예측SET:META23 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028352,679104,86131,400208,6833512/31/2027301,63689,84210,853167,4795812/31/2026252,99984,7111,810135,986563/31/2026214,96370,58748,253124,000N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: META23 의 연간 예상 수익 증가율(13.7%)이 saving rate(2.2%)보다 높습니다.수익 vs 시장: META23 의 연간 수익(13.7%)이 TH 시장(10.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: META23 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: META23 의 수익(연간 15.6%)이 TH 시장(연간 9.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: META23 의 수익(연간 15.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: META23의 자본 수익률은 3년 후 22.6%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/16 09:53종가2026/05/15 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Meta Platforms, Inc.는 92명의 분석가가 다루고 있습니다. 이 중 58명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David HeasmanAccountability Research CorporationRocco StraussArete Research Services LLPRichard KramerArete Research Services LLP89명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Apr 18Meta Platforms, Inc., Annual General Meeting, May 27, 2026Meta Platforms, Inc., Annual General Meeting, May 27, 2026.
공시 • 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.
공시 • 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
공시 • 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.