Meta Platforms, Inc.

NasdaqGS:META 주식 리포트

시가총액: US$1.5t

Meta Platforms 배당 및 자사주 매입

배당 기준 점검 0/6

Meta Platforms 은(는) 현재 수익률이 0.34% 인 배당금 지급 회사입니다.

핵심 정보

0.3%

배당 수익률

2.0%

자사주 매입 수익률

총 주주 수익률2.4%
미래 배당 수익률0.4%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향8%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 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.
Seeking Alpha May 04

Meta's Post-Q1 2026 Earnings Price Slump Might Continue

Summary Meta Platforms (META) posted a Q1 2026 diluted EPS of $10.44, boosted by an $8.03B one-time tax benefit. Excluding the tax benefit, META’s Q1 diluted EPS would have been 30% lower, highlighting limited operational EPS growth. Ad revenue remains dominant, with average price per ad up 12% YoY but ad volume flat; Reality Labs shows no meaningful revenue uptick. Raised 2026 capex guidance to $125–145B due to higher component costs, while inflation and supply disruptions pose near-term EPS risks. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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.
새 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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 Alpha
Seeking 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 Alpha
Seeking 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
Seeking Alpha Mar 31

Meta: Losing Its Lead In AI (Rating Downgrade)

Summary While I am downgrading shares slightly, I remain bullish on Meta amid increasing AI inefficiency risks from emerging competitors. I think DeepSeek’s cost-efficient, superior models threaten Meta’s open-source AI strategy and competitive advantage. I believe Meta’s heavy GPU investments are inefficient compared to the rapid, low-cost advances of competitors. This is dragging on EPS. Eventually, I expect Meta to eventually innovate and improve efficiency, but the question is when. Read the full article on Seeking Alpha
Seeking Alpha Mar 25

Meta: My 3 Favorite Aspects Of The Thesis

Summary Meta has a host of growth drivers that poise it for success in the decade ahead. Today, we will consider three of my favorites, which are presently secondary to dominant Facebook and Instagram properties. Importantly, understanding these nascent lines of business allows us to more confidently assume future growth of Meta's cash flows, and, by extension, its share price. In short, it's worth paying attention to Meta's India business, its WhatsApp business, and its AI business, as these should support growth in the decades ahead. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: META US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.

배당금 증가: META US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.


배당 수익률 vs 시장

Meta Platforms 배당 수익률 vs 시장
META의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (META)0.3%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Interactive Media and Services)0.3%
분석가 예측 (META) (최대 3년)0.4%

주목할만한 배당금: META 의 배당금( 0.34% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )와 비교해 주목할 만하지 않습니다.

고배당: META 의 배당금( 0.34% )은 US 시장에서 배당금 지급자의 상위 25%( 4.21% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: META US 시장에서 주목할만한 배당금을 지급하지 않습니다.


주주 현금 배당

현금 흐름 범위: META US 시장에서 주목할만한 배당금을 지급하지 않습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 16:16
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Meta Platforms, Inc.는 93명의 분석가가 다루고 있습니다. 이 중 58명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David HeasmanAccountability Research Corporation
Richard KramerArete Research Services LLP
Rocco StraussArete Research Services LLP