Core Insights - Meta Platforms Inc. has experienced a stock decline of 5.72% over the past five trading sessions, following a previous decline of 3.76%, largely due to concerns over AI capital expenditures announced in its FY 2025 Q3 earnings report [1] - Despite a significant correction of over 21%, shares have rebounded by 2.34% since bottoming on November 19, 2025, although the stock is down 2.00% year-over-year [1] Financial Performance - In Q3 2025, Meta reported quarterly revenue of $51.24 billion, exceeding analysts' expectations of $49.41 billion by 26.2%, with adjusted EPS of $7.25 beating expectations of $6.69 by 20.2% [3] - However, GAAP EPS of $1.05 fell 82.6% short of expectations of $6.70 [3] - Year-over-year sales growth for Q3 was 26%, marking the highest revenue growth since FY 2024 Q1 [3] Stock Buyback and Dividend - Meta authorized a $50 billion stock buyback and announced the initiation of a dividend, currently yielding 0.33%, equating to $0.52 per share quarterly or $2.08 annually [4] Revenue and Net Income Growth - From 2014 to 2024, Meta's revenue grew by 1,196.16%, from $12.466 billion to over $164 billion, while net income increased from $2.940 billion to over $62.36 billion [6] - The primary driver of this growth has been advertising revenue from its social media platforms [6] Key Business Segments - As of year-end 2023, 99% of Meta's revenue comes from its Family of Apps segment, despite its expansion into augmented and virtual reality through Reality Labs [7] Strategic Focus Areas 1. **AI Investment**: Meta is heavily investing in AI, with a focus on expanding its capabilities and improving ad revenue, which saw a 10% year-over-year increase [9] 2. **Renewable Energy Development**: Meta aims for net zero by 2030, with 100% of its operations supported by renewable energy since 2020, which is expected to reduce utility costs and carbon footprint [9] 3. **Free Cash Flow Growth**: Meta's free cash flow reached a record $43 billion in 2023, up from $21 billion in 2019, indicating a strong focus on efficiency [10] Stock Price Predictions - The median one-year price target for Meta is $821.33, representing a potential upside of 35.95% from the current share price, with a consensus "Strong Buy" rating from analysts [11] - 24/7 Wall St. projects a 2026 price target of $935.29, indicating a potential upside of 54.81% [11] - By the end of the decade, the stock price is forecasted to reach $1,216.82, reflecting a potential upside of 101.42% [13]

Core Viewpoint - Meta Platforms Inc. has shown resilience in its stock performance despite initial concerns over AI capital expenditures, with a year-to-date gain of 11.14% and a recent recovery of 12.82% since its low on November 19 [1] Financial Performance - In Q3, Meta reported revenue of $51.24 billion, exceeding analysts' expectations by 26.2%, and adjusted EPS of $7.25, surpassing expectations by 20.2%. However, GAAP EPS of $1.05 fell 82.6% short of expectations [2] - Year-over-year sales growth for Q3 was 26%, marking the highest revenue growth since Q1 FY 2024 [2] - From 2014 to 2024, Meta's revenue increased by 1,196.16% from $12.466 billion to over $164 billion, while net income rose from $2.940 billion to over $62.36 billion [5] Strategic Initiatives - Meta has authorized a $50 billion stock buyback and initiated a dividend program, currently yielding 0.33%, equating to $2.08 per share annually [3] - The company is heavily investing in artificial intelligence, with expectations of significant capital expenditure growth in 2025 to support AI research and product development [8] - Meta aims to achieve net zero emissions by 2030, with 100% of its global operations supported by renewable energy since 2020 [8] Cash Flow and Efficiency - Meta recorded a record free cash flow (FCF) of $43 billion in 2023, up from $21 billion in 2019, indicating a nearly 105% increase in cash position [9] - FCF for 2024 is projected at $52.1 billion, reflecting the company's focus on efficiency and bottom-line results [9] Stock Price Predictions - The median one-year price target for Meta is $828.71, representing a potential upside of 24.42% from the current share price, with a consensus "Strong Buy" rating from analysts [10] - 24/7 Wall St. forecasts a one-year price target of $935.29, indicating a potential upside of 40.43% [10] - By the end of the decade, the stock price is expected to reach $1,216.82, representing an 82.70% potential upside [12]

Core Insights - Meta Platforms Inc. (NASDAQ: META) has shown a strong performance with a year-to-date gain of 25.04% and a recent increase of 1.99% over the past five trading sessions [3][4] - The company reported Q2 earnings with an EPS of $7.14, exceeding expectations of $5.92, and revenue of $47.52 billion, surpassing the forecast of $44.80 billion [3] - Meta's Q3 earnings report is anticipated to be released after market close on October 29, 2025 [3] Financial Performance - Meta's revenue grew from $12.466 billion in 2014 to over $164 billion in 2024, marking a 1,196.16% increase, while net income rose from $2.940 billion to over $62.36 billion during the same period [9] - The company has authorized a $50 billion stock buyback and initiated a dividend with a current yield of 0.29%, equating to $2.12 per share annually [6] Analyst Ratings and Price Targets - Multiple analysts have raised their price targets for META, with Barclays increasing its target to $810 from $640, and Cantor Fitzgerald adjusting it to $828 from $807 [4][5] - The median one-year price target for Meta is currently $877.45, indicating a potential upside of 17.10% from the current share price [14] Key Growth Drivers 1. **AI Investment**: Meta is heavily investing in AI, with a 10% year-over-year increase in price-per-ad revenue, and a significant rise in advertisers using its AI tools [11] 2. **Renewable Energy Development**: The company aims for net zero by 2030, with 100% of its operations supported by renewable energy since 2020, which is expected to reduce utility costs [12] 3. **Free Cash Flow Focus**: Meta recorded a record free cash flow of $43 billion in 2023, up from $21 billion in 2019, demonstrating a strong focus on efficiency [13] Future Projections - Revenue and net income estimates for 2025 project revenues of $183.459 billion and net income of $62.250 billion [15] - By the end of the decade, Meta's stock price is forecasted to reach $1,216.82, representing a 62.39% increase from current levels [15][16]