Do Wall Street Analysts Like Meta Platforms Stock?

Core Insights - Meta Platforms, Inc. is a leading global technology company focused on digital connectivity and immersive technologies, with a market capitalization of approximately $1.7 trillion [1] Financial Performance - In Q3 2025, Meta reported revenue of $51.2 billion, exceeding Wall Street estimates, and an adjusted EPS of $7.25, beating expectations by 9.7% [4] - For the current year ending in December, analysts project a 21.5% year-over-year increase in EPS to $29 on a diluted basis [5] - Meta has a strong earnings surprise history, surpassing consensus estimates in the last four quarters [5] Stock Performance - Over the past year, Meta's shares have increased by 2%, underperforming the S&P 500 Index, which rose by 16.1% [2] - In 2026, Meta's stock has climbed nearly 2%, slightly outperforming the S&P 500's 1.9% rise [2] Industry Comparison - The State Street Communication Services Select Sector SPDR ETF (XLC) has risen 15.8% over the past year, outperforming Meta's stock performance [3] - In 2026, XLC experienced a marginal decline, lagging behind Meta's stock [3] Investor Sentiment - Despite strong quarterly results, investor confidence was affected by rising capital expenditures for AI infrastructure and a significant loss of approximately $3.8 billion in Meta's Reality Labs division [4] - Among 56 analysts covering Meta, the consensus rating is a "Strong Buy," with 46 "Strong Buy" ratings, three "Moderate Buys," and seven "Holds" [5]