Meta Platforms(US:META) ZACKSยท2025-09-23 16:16Core Insights - Meta Platforms is enhancing its app features to attract businesses, particularly in India, by introducing tools like QR payments and direct calling options within WhatsApp Business [1][9] - The launch of Ads Manager allows Indian businesses to manage marketing campaigns across WhatsApp, Facebook, and Instagram, optimizing budgets through Meta's AI systems [2] - Meta is focusing on business messaging and engaging experiences as key growth opportunities, with Family of Apps Other revenues increasing by 50% year-over-year in Q2 2025 [3] Revenue Projections - Advertising revenues for 2025 are estimated at $190.29 billion, reflecting an 18.5% growth from 2024 [4] - Family of Apps Other revenues are projected to reach $2.30 billion, indicating a 33.7% increase from the previous year [4] - Total revenues for 2025 are expected to be $194.66 billion, showing an 18.3% growth compared to 2024 [4] Competitive Landscape - Meta Platforms is facing significant competition for advertising dollars from Alphabet and Amazon [5] - Alphabet is enhancing its search capabilities with AI, which is expected to drive engagement and revenue growth [6] - Amazon's advertising business is leveraging its retail media presence and expanding connected TV footprint to boost revenues [7] Stock Performance and Valuation - Meta Platforms' shares have increased by 30.7% year-to-date, outperforming the broader technology sector and internet software industry [8] - The company is trading at a forward price/sales ratio of 8.81X, higher than the sector average of 7.15X [12] - The Zacks Consensus Estimate for 2025 earnings is $28.14 per share, suggesting an 18% year-over-year growth [15]