Meta Earnings Updates: Analysts Eye AI Plans, With Stock up 20% in 2025

Needham had a mixed view of Meta led her second quarter gains.

On the one hand, company analysts have improved their note for the “Underperform” stock at “Hold”, citing two positive catalysts:

• Growing income. “Based on our channels from Canal, we expect Meta to be exaggerated on our previous estimates of the revalence and the margin for the 2T25 and 25”, said analysts, believing that Meta would show a growth of income of 14% and a growth in profits of 6% per share for the year.
• High productivity. Meta’s activities could be more productive than other technological mega-captain companies, the highest marking company of cash flows available compared to labor costs in 2024.

However, the company sees some risks to come which prevented it from noting the title a “purchase”.

These include pressure on Meta’s margins and free cash flow, potentially higher total workforce costs than expected due to stock remuneration, and META use of several strategies in his business, which “waste capital and adds risks,” said analysts.

Oppenheimer said that he sees an imminent risk handle for Meta Stock.

• Meta could find it difficult to innovate its IA characteristics. “Scout” and Maverick “, the latest IA models of the company for Llama 4”, radically dragged peers, “said Oppenheimer.
• Investors could sell Meta shares to divert the product to new technological stock market IPOs.
• Meta advertisements could become less effective if confidentiality restrictions make it difficult for the company to follow user data
• The company faces competition from Google, Microsoft, Pinterest, Twitter and Tiktok.

Oppenheimer reiterated his rating of “outperformance” on action and has raised his price objective at $ 775 per share, which implies an increase of 9% compared to current levels.

Bank of America described Meta a “best online announcements” for 2025 in a note this month.

Indeed, the company seems to be better positioned to take advantage of the advantages of AI advertising, wrote analysts, who according to them, could support a higher evaluation for stock.

In a separate note, analysts said they expected Meta to beat consensual estimates for the second quarter income, indicating positive checks made by the bank on Meta’s advertising activities. Income could reach around $ 45.5 billion, they said Meta directives for the quarter.

The bank reiterated its note “Buy” on Meta. Earlier this month, he raised his lens for the action for the action at $ 775, against $ 765, which implies 9% of the increase in current levels.

Second trimester

• Estimate of income of $ 44.83 billion
• EPS estimates $ 5.89
• Rev. Advertising. Estimate $ 44.07 billion
• Family of applications estimated income of $ 44.4 billion
• Reality Labs returned estimates $ 386 million
• Other income estimate $ 502.4 million
• Estimation of operating profit 17.24 billion dollars
• Family of Applications Operation Estimate Estimate Dollars
• Reality Labs Operating Loss estimate 4.86 billion dollars
• Operating margin estimate 38.3%
• Advertising prints estimate + 6.91%
• Average price by AD estimate + 7.58%
• Average users of family services per day estimate 3.42 billion

Third trimester

• Estimate of income of $ 46.21 billion
• Capital expenditure estimate 17.78 billion dollars

Full year

• Total expenses estimate 114.01 billion dollars
• Estimation of capital expenses of $ 67.79 billion

Source: Bloomberg data