Meta Platforms (META) Hisse Özeti
Meta Platforms, Inc. mobil cihazlar, kişisel bilgisayarlar, sanal gerçeklik (VR) başlıkları ve yapay zeka gözlükleri aracılığıyla Amerika Birleşik Devletleri, Kanada, Avrupa, Asya-Pasifik ve uluslararası alanda insanların arkadaşlarıyla ve aileleriyle bağlantı kurmasını ve paylaşımda bulunmasını sağlayan ürünler geliştirmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
META Community Fair Values
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Analyst Price Targets
Top Community Narratives
Meta Platforms, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$585.39 |
| 52 Haftanın En Yüksek Seviyesi | US$796.25 |
| 52 Haftanın En Düşük Seviyesi | US$520.26 |
| Beta | 1.23 |
| 1 Aylık Değişim | -3.98% |
| 3 Aylık Değişim | -10.50% |
| 1 Yıllık Değişim | -15.66% |
| 3 Yıllık Değişim | 115.97% |
| 5 Yıllık Değişim | 73.82% |
| Halka arzdan bu yana değişim | 1,431.16% |
Son Haberler & Güncellemeler
Seeking Alpha • Jun 08
Meta-Worse: Doubling Down On LLMs Nobody Wants
Summary Meta Platforms reported record net income and EPS, but the headline story is a dramatic surge in capex, now projected at $125B–$145B for 2026. META’s capex will likely exceed 2026 cash flow, erasing its free cash flow yield and raising questions about capital efficiency and return on investment. The company’s aggressive AI initiatives are degrading user experience, with declining DAP metrics and escalating complaints about low-quality, manipulative AI-generated content. Security failures and mass layoffs further compound risks, as META’s AI support chatbot enabled high-profile account hijacks, and thousands of employees face reassignment or termination. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Recent updates
Seeking Alpha • Jun 08
Meta-Worse: Doubling Down On LLMs Nobody Wants
Summary Meta Platforms reported record net income and EPS, but the headline story is a dramatic surge in capex, now projected at $125B–$145B for 2026. META’s capex will likely exceed 2026 cash flow, erasing its free cash flow yield and raising questions about capital efficiency and return on investment. The company’s aggressive AI initiatives are degrading user experience, with declining DAP metrics and escalating complaints about low-quality, manipulative AI-generated content. Security failures and mass layoffs further compound risks, as META’s AI support chatbot enabled high-profile account hijacks, and thousands of employees face reassignment or termination. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaHissedar Getirileri
| META | US Interactive Media and Services | US Pazar | |
|---|---|---|---|
| 7D | -2.5% | -3.3% | -2.7% |
| 1Y | -15.7% | 49.4% | 22.5% |
Getiri vs. Endüstri: META geçen yıl % 49.4 oranında getiri sağlayan US Interactive Media and Services sektörünün gerisinde kaldı.
Getiri vs Piyasa: META geçen yıl % 22.5 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| META volatility | |
|---|---|
| META Average Weekly Movement | 6.0% |
| Interactive Media and Services Industry Average Movement | 8.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: META son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: META 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2004 | 77,986 | Mark Zuckerberg | www.meta.com |
Meta Platforms, Inc. mobil cihazlar, kişisel bilgisayarlar, sanal gerçeklik (VR) başlıkları ve yapay zeka gözlükleri aracılığıyla Amerika Birleşik Devletleri, Kanada, Avrupa, Asya-Pasifik ve uluslararası alanda insanların arkadaşlarıyla ve aileleriyle bağlantı kurmasını ve paylaşımda bulunmasını sağlayan ürünler geliştirmektedir. Şirket, Uygulama Ailesi (FoA) ve Reality Labs (RL) olmak üzere iki segmentte faaliyet göstermektedir. FoA segmenti, insanların akış, makaralar, hikayeler, gruplar, pazar yeri ve diğerleri aracılığıyla topluluk oluşturmasını sağlayan Facebook'u; Instagram akışı, hikayeler, makaralar, canlı ve mesajlaşma yoluyla insanları yakınlaştıran Instagram'ı; insanların metin, sesli ve görüntülü aramalar yoluyla platformlar ve cihazlar arasında arkadaşları, aileleri, toplulukları ve işletmeleriyle bağlantı kurmasını sağlayan bir mesajlaşma uygulaması olan Messenger'ı sunmaktadır; Uygulamalar arasında, tek başına bir uygulama olarak, yapay zeka gözlüklerinde ve web'de kullanılabilen bir asistan olan Meta AI; metin tabanlı güncellemeler ve herkese açık konuşmalar için bir uygulama olan Threads; ve insanlar ve işletmeler tarafından iletişim kurmak ve işlem yapmak için kullanılan bir mesajlaşma uygulaması olan WhatsApp.
Meta Platforms, Inc. Temel Bilgiler Özeti
| META temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.51t |
| Kazançlar(TTM) | US$70.59b |
| Gelir(TTM) | US$214.96b |
21.1x
F/K Oranı6.9x
P/S OranıMETA aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| META gelir tablosu (TTM) | |
|---|---|
| Gelir | US$214.96b |
| Gelir Maliyeti | US$38.82b |
| Brüt Kâr | US$176.14b |
| Diğer Giderler | US$105.56b |
| Kazançlar | US$70.59b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 27.81 |
| Brüt Marj | 81.94% |
| Net Kâr Marjı | 32.84% |
| Borç/Özkaynak Oranı | 24.1% |
META uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.4%
Mevcut Temettü Verimi8%
Ödeme OranıMETA güvenilir bir temettü ödüyor mu?
META temettü geçmişine ve kıyaslamalara bakın| Meta Platforms temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Jun 15 2026 |
| Temettü Ödeme Tarihi | Jun 25 2026 |
| Eski temettüye kadar geçen günler | 5 days |
| Temettü ödeme tarihine kadar geçen günler | 15 days |
META güvenilir bir temettü ödüyor mu?
META temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/08 19:53 |
| Gün Sonu Hisse Fiyatı | 2026/06/08 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Meta Platforms, Inc. 90 Bu analistlerden 59, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |