Meta Platforms, Inc.

NasdaqGS:META Stok Raporu

Piyasa değeri: US$1.4t

Meta Platforms Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

Meta Platforms yıllık ortalama 17.7% oranında kazançlarını artırırken, Interactive Media and Services sektöründe kazançlar growing at 21.7% annual. Gelirler growing yılda ortalama 14.5% oranında artmaktadır. Meta Platforms'in özkaynak karlılığı 29% ve net marjı 32.8%'dir.

Anahtar bilgiler

17.68%

Kazanç büyüme oranı

20.56%

EPS büyüme oranı

Interactive Media and Services Sektör Büyümesi6.15%
Gelir büyüme oranı14.54%
Özkaynak getirisi28.97%
Net Marj32.84%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Yeni Anlatı • 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.
Seeking Alpha • Jun 23

Meta: Expecting 100% CAPEX YoY Growth In The Next Three Quarters Is Not Overdone

Summary An 18x forward P/E reflects concerns over aggressive AI spending and execution risk following the Reality Labs setback, despite the company's accelerating growth momentum. Capex-to-revenue ratio is expected to rise to 53% in FY2026, well above its hyperscaler peers, with capex growth projected to approach 100% YoY over the next three quarters. Advertising revenue grew by more than 30% in 1Q FY2026, supported by strong AI-driven gains in ad impressions and continued strength in average ad pricing. Reality Labs remains a drag on ROI, with total operating losses reaching nearly $77 billion over the past five years, but management has significantly reduced spending. Although FCF is projected to decline by 88% this year, it should remain positive. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
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.
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...

Gelir ve Gider Dağılımı

Meta Platforms nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NasdaqGS:META Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 26214,96370,58724,62862,921
31 Dec 25200,96660,45824,14357,372
30 Sep 25189,45858,52820,93452,163
30 Jun 25178,80471,50719,26248,196
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
30 Jun 1514,6402,7223,3513,950

Kaliteli Kazançlar: META yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: META 'nin mevcut net kar marjları (32.8%) geçen yılın (39.1%) değerinden daha düşüktür.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: META şirketinin kazancı son 5 yılda yılda 17.7% oranında arttı.

Büyüme Hızlandırma: META 'un son bir yıldaki kazanç büyümesi ( 5.9% ) 5 yıllık ortalamasının ( 17.7% /yıl) altındadır.

Kazançlar vs. Sektör: META geçen yılki kazanç büyümesi ( 5.9% ) Interactive Media and Services sektörünün -2.1% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: META 'nin Özsermaye Getirisi ( 29% ) yüksek olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/25 03:51
Gün Sonu Hisse Fiyatı2026/06/25 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair 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. 91 Bu analistlerden 60, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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