Meta Platforms (META) Stock Overview
Engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 3/6 |
| Past Performance | 3/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for META from our risk checks.
META Community Fair Values
Create NarrativeSee what 2534 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Meta Platforms, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$653.69 |
| 52 Week High | US$790.80 |
| 52 Week Low | US$520.26 |
| Beta | 1.24 |
| 1 Month Change | 9.88% |
| 3 Month Change | 15.00% |
| 1 Year Change | -13.07% |
| 3 Year Change | 114.28% |
| 5 Year Change | 74.82% |
| Change since IPO | 1,609.81% |
Recent News & Updates
Seeking Alpha • 17h
Meta: The Market Is Asleep At The Wheel
Summary Meta Platforms is initiated with a strong buy and $882 PT, citing undervaluation and robust core ad business growth. META's Family of Apps segment drives over 97% of revenue, with ARPU and ROAS rising despite margin compression from AI infrastructure spending. Capex intensity is high, but I expect margin declines to moderate and EPS growth to accelerate in 2025, supporting a catch-up trade. Risks include persistent Reality Labs losses, capex overruns, regulatory threats, and macroeconomic sensitivity, but current Street estimates provide downside cushion. Read the full article on Seeking Alpha
New Narrative • 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.
Narrative Update • 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.Recent updates
Seeking Alpha • 17h
Meta: The Market Is Asleep At The Wheel
Summary Meta Platforms is initiated with a strong buy and $882 PT, citing undervaluation and robust core ad business growth. META's Family of Apps segment drives over 97% of revenue, with ARPU and ROAS rising despite margin compression from AI infrastructure spending. Capex intensity is high, but I expect margin declines to moderate and EPS growth to accelerate in 2025, supporting a catch-up trade. Risks include persistent Reality Labs losses, capex overruns, regulatory threats, and macroeconomic sensitivity, but current Street estimates provide downside cushion. Read the full article on Seeking AlphaNew Narrative • 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.Narrative Update • 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.
Narrative Update • Aug 30
Q2 - Update
Updated with the most recent Q2 report.New Narrative • 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.
Narrative Update • 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.
Narrative Update • Aug 04
Revenue Grew 28%. Free Cash Flow Fell 91%. Cancel the Limit Order.
Cancel the Order. Not Because the Company Got Worse.
Narrative Update • 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.
New Narrative • 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.
Narrative Update • 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.Narrative Update • 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.New Narrative • 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.
New Narrative • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.
New Narrative • 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.Narrative Update • 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.
New Narrative • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.New Narrative • 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.New Narrative • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Shareholder Returns
| META | US Interactive Media and Services | US Market | |
|---|---|---|---|
| 7D | 10.3% | 1.0% | -0.2% |
| 1Y | -13.1% | 17.0% | 14.8% |
Return vs Industry: META underperformed the US Interactive Media and Services industry which returned 17% over the past year.
Return vs Market: META underperformed the US Market which returned 14.8% over the past year.
Price Volatility
| META volatility | |
|---|---|
| META Average Weekly Movement | 6.4% |
| Interactive Media and Services Industry Average Movement | 9.0% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: META has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: META's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2004 | 75,472 | Mark Zuckerberg | www.meta.com |
Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally. It operates through two segments, Family of Apps (FoA) and Reality Labs (RL). The FoA segment offers Facebook, which enables people to build community through feed, reels, stories, groups, marketplace, and other; Instagram that brings people closer through Instagram feed, stories, reels, live, and messaging; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; Meta AI, an assistant that's available across apps, as a stand-alone app, on AI glasses, and on the web; Threads, an application for text-based updates and public conversations; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact.
Meta Platforms, Inc. Fundamentals Summary
| META fundamental statistics | |
|---|---|
| Market cap | US$1.56t |
| Earnings (TTM) | US$68.10b |
| Revenue (TTM) | US$228.25b |
24.5x
P/E Ratio7.3x
P/S RatioIs META overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| META income statement (TTM) | |
|---|---|
| Revenue | US$228.25b |
| Cost of Revenue | US$41.66b |
| Gross Profit | US$186.59b |
| Other Expenses | US$118.49b |
| Earnings | US$68.10b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 26.73 |
| Gross Margin | 81.75% |
| Net Profit Margin | 29.84% |
| Debt/Equity Ratio | 32.0% |
How did META perform over the long term?
See historical performance and comparisonDividends
0.3%
Current Dividend Yield8%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/09 22:11 |
| End of Day Share Price | 2026/09/09 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Meta Platforms, Inc. is covered by 93 analysts. 58 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Heasman | Accountability Research Corporation |
| Richard Kramer | Arete Research Services LLP |
| Rocco Strauss | Arete Research Services LLP |