Meta’s yield duration is shortly after 4 p.m. ET and the conference conference with analysts will begin around 5 p.m.
Metas share To date, 15% had risen by 15% by the end of Tuesday to have exceeded this S&P 5003% profit.
CFRA research: reinforced focus on AI
Meta has announced that it is planning more than $ 60 billion in investment expenses this year.Meta
This year Meta probably announced its plan for 60 billion US dollars to emphasize his focus on artificial intelligence, said CFRA Research.
“We believe that it makes sense for Meta to clear and arrange the news before winning on January 29th.
The company confirmed its “purchase” rating for the share.
Jefferies: Meta is a “Top -Ki selection”
Meta seems to have a strong growth dynamics, said Jefferies in a note. The analysts estimated that the sales of Meta will be around $ 46.5 billion in the fourth quarter of the fourth quarter, while sales will be around $ 41.8 billion in the first quarter .
“Overall, we are still promoted by the ability of META to maintain the DD -REV growth, given the combination of a higher engagement of AI investments, an increased efficiency of the advertisers and the ramp incremental monetization formats (e.g. WhatsApp & Lama) . “
The company confirmed its “purchase” rating for the share and published a price target of $ 715, which implied 5% on the head from the current level.
Truist Securities: “Missing with the key privileged by Tikkoks”
According to Truist, some of Meta’s platforms could benefit from a tictok disorder in the USA.Jaap Arriens/Nurphoto about Getty Images
Meta will probably be an important beneficiary of Tikkok’s challenges in the United States, Truist Securities said in a note.
According to the Sensor Tower, a social media analysis -Site, threads recorded a significant increase in the user period in the fourth quarter, which is probably due to the risk of closing TIKTOK, said Truist.
“We consider Meta as an important benefit from TikKs breakdown and as one of our favorites from 2025,” wrote Youssef Squali, managing director of the company, in a note.
Truist confirmed his “purchase” rating for the equity and price target of $ 700, which turned 3% upside down from the current level.
JMP: “KI investment cycle appears early”
Meta said it is more than plans than $ 60 billion In the capital expenditure this year and its KI teams “considerably” expanded.
The announcement is a sign that the markets are still in the early phases of the AI investment cycle, which is positive for mega-cap technology companies, according to JMP analysts.
“The willingness of META to have invested also suggests that short-term income is positive, since Meta continues to benefit from its AI product initiatives,” the company wrote in a note.
The company kept its “market outperforming” rating for the share and published a price target of $ 750, which implies 10% on the head from the current level.
Bank of America: A number of positive catalysts in progress
Meta has announced that this year it would reduce a further 5% of its workforce, which could increase the profit margins, according to the Bank of America.Andrej Sokolow/Bildallianz on Getty Images
A large number of tailwinds could be built for Meta this year, said the Bank of America.
Analysts wrote that the company is still in the early phases of monetizing its AI projects and the integration of technology into its messaging platforms such as WhatsApp and messenger.
Meta can also benefit from any disorder from Tiktok, with some companies possibly switching to meta to advertise.
“With a stable macro background, a growing AI contribution to ads, the rising messaging income and a continuing cost discipline (recent number of school counters), we remain positive on the inventory in 2025,” added analysts.
The bank has a “purchase” rating for the share. It increased its price target to $ 710 per share, which turns 5% upside down in the current level.
META profit expectations: Estimation of the fourth quarter of income is $ 46.98 billion
4. Quarter
Sales estimate: 46.98 billion US dollars
Advertising Rev. estimate: 45.66 billion US dollars
Earnage Victination for apps: 46.08 billion US dollars
Reality -Labor’s sales estimate: 1.11 billion US dollars
Other income estimates: 433.3 million US dollars
Operating result estimate: 20.09 billion US dollars
Estimation of the Marge company: 42.6%
EPS estimate: $ 6.78
Ad -impressions estimate: +10.1%
Average price per advertisement: +7.33%
Average family service user per day estimate: 3.28 billion
First quarter
Sales estimate: 41.67 billion US dollars
Total cost estimate: 108.03 billion US dollars
Investment expenditure estimate: 52.18 billion US dollars
