Meta Platforms Inc. (NASDAQ:META) stock is down 0.9% today, last seen at $571.76. The shares have pared steeper gains from this morning, after Jefferies trimmed its price target to $725 from $810. With a few hours to go, META is on track for its worst monthly performance since October 2022. On the charts, keep an eye on the equity's 260-day moving average, a trendline that's getting tested today, so far holding up. Longer term, the social media giant is 17.2% higher year-over-year. Nevertheless, the stock h ...

Jefferies also said it wasn't lowering its estimates on the stock for now. What's next for Meta Platforms? As of 10:11 a.m. ET, the stock was down 2% on the news, after opening down 4.1%. Meta Platforms sinks on tariff concerns As one of the most valuable companies in the world and a global leader in digital advertising, Meta Platforms has significant exposure to the health of the global economy. Advertising is one of the first expenses businesses tend to cut back on when they sense that a recession is comi ...

[Table_StockNameRptType] META（META.O） 公司覆盖 广告量价齐升，Meta AI 打开业绩想象空间 [Table_Rank] 投资评级：增持 | 首次覆盖 | | --- | | 报告日期： | 2025-03-31 | | | --- | --- | --- | | [Table_BaseData] 收盘价（美元） | | 576.74 | | 近 12 个月最高/最低（美元）740.3/196.9 | | | | 总股本（百万股） | | 2,534 | | 流通股本（百万股） | | 2,534 | | 流通股比例（%） | | 100 | | 总市值（亿美元） | | 14,613 | | 流通市值（亿美元） | | 14,613 | [公司价格与 Table_Chart]纳斯达克指数走势比较 [Table_Author] 分析师：金荣 -20% 30% 23/07/03 24/01/03 24/07/03 微软 纳斯达克 0% 20% 40% 23/09 24/03 24/09 谷歌A 纳斯达克指数 -20% 30% 80% 24/03 24/07 24/11 25 ...

[Table_StockNameRptType] META（META.O） 公司覆盖 广告量价齐升，Meta AI 打开业绩想象空间 [Table_Rank] 投资评级：增持 | 首次覆盖 | | --- | | 报告日期： | 2025-03-31 | | | --- | --- | --- | | [Table_BaseData] 收盘价（美元） | | 576.74 | | 近 12 个月最高/最低（美元）740.3/196.9 | | | | 总股本（百万股） | | 2,534 | | 流通股本（百万股） | | 2,534 | | 流通股比例（%） | | 100 | | 总市值（亿美元） | | 14,613 | | 流通市值（亿美元） | | 14,613 | [公司价格与 Table_Chart]纳斯达克指数走势比较 [Table_Author] 分析师：金荣 -20% 30% 23/07/03 24/01/03 24/07/03 微软 纳斯达克 0% 20% 40% 23/09 24/03 24/09 谷歌A 纳斯达克指数 -20% 30% 80% 24/03 24/07 24/11 25 ...

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Oliver Rodzianko is an accomplished investment analyst grounded in timeless value principles, specializing in the technology sector with expertise in AI, semiconductors, software, and renewable energy. He focuses on companies with resilient management and lasting competitive advantages, often taking long-term positions in those with strong leadership and wide economic moats. Recognized as a trusted authority in financial analysis, Rodzianko's articles are regularly featured as "Must Reads" on Seeking Alpha, ...

Core Business Performance - Meta's advertising business has shown solid performance, with revenue growth of 22% and operating income growth of 39% in the last year [2][3] - The company generated $133 billion in revenue and $63 billion in operating profit in 2023, marking a significant turnaround from challenges faced in 2022 [3][4] - Daily active users (DAU) reached 3.35 billion, growing by 5% year over year, indicating strong user engagement across its platforms [4][5] Advertising Business Dynamics - In 2024, ad impressions and pricing increased by 11% and 10% respectively, highlighting the attractiveness of Meta's advertising business [5] - The integration of artificial intelligence (AI) into its applications is expected to enhance user engagement and sustain advertising growth [6][7] Reality Labs Investment - Despite the success of its core business, Meta's Reality Labs continues to incur significant losses, with operating losses increasing from $16 billion to $18 billion in 2024 [8] - Revenue from Reality Labs remained stagnant at $2 billion, indicating challenges in monetizing this segment [8][9] - The potential market size for the metaverse is projected to reach $508 billion by 2030, prompting Meta to invest early despite current losses [9][10] Stock Valuation and Investor Considerations - Meta's stock currently has a price-to-earnings (P/E) ratio of 28, which is on the higher end of its historical range, suggesting that it may not be a bargain at this valuation [12] - The company ended 2024 with strong advertising growth, but the ongoing losses from Reality Labs could impact overall profitability [13] - While the stock is not recommended for selling, potential investors are advised to wait for a more favorable entry point [14]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Meta Platforms (META -1.36%) is a top social media company which routinely generates billions in profit each quarter. But as with any growth-oriented business, it's eyeing the next big opportunity. And right now, its sights appear to be set on artificial intelligence (AI). The company has its own chatbot, but it's looking at making it more widely available, which could unlock a new growth opportunity for the business.While it may not seem like a top AI stock to own, Meta is trying to change that impression. ...

Two senior Meta executives — Dan Neary, vice president for Asia-Pacific, and Kate Hamill, managing director for retail and e-commerce in North America — are leaving the company after more than a decade each in key leadership roles. The departures are unrelated. Neary, who joined Meta in 2013, announced his decision to step down in a LinkedIn post on Thursday. He described the move as the end of a "12-year run," during which he helped grow the company's business across the Asia-Pacific region.Based in Singa ...