Meta platforms today
- 52-week range
- $ 432,28
▼
$ 740.91
- Dividend yield
- 0.35%
- P/e ratio.
- 24.77
- Value is valuable
- $ 688.63
Shareholders on meta -platforms NASDAQ: metOne of the famous magnificent seven promotions has just received a fit of good news. Meta on April 30 impressed the markets, which led to the fact that shares are growing more than 4% the next day. From -for Microsoft NASDAQ: MSFT Perhaps more impressive income, Meta can now claim that he is the second best performer in Mag Sven in 2025. As of the closure of May 1, META has a total profitability of about -2% in 2025. Microsoft managed to get out of red, with a total profitability of about 1% per year.
The performance of these two shares is especially impressive, given that all the rest MAG 7 names down by 10% in 2025.
So what was good for the meta in this income cycle? What did the results of META tell the markets about the early exposure to tariffs on his business? And in general, how should investors consider this action in the future?
META earnings have reached all fronts
Meta succeeded in key areas, including income, adjusted profit per share (EPS) and leadership. The quarterly income of the company grew by 16% to 42.3 billion dollars. USA, which predicted about $ 1 billion. USA than Wall Analysts Strith. The adjusted EPS amounted to $ 6.43 per share, which is about $ 1.20 dollars higher than expected.
Finally, the income guide to the second quarter came to the middle of $ 44 billion, which implies growth 13%This field was about 200 million dollars higher than expected. Important key performance indicators (KPI) were also strong.
Daily active people of the company (DAP), which measures the number of users in their applications, grew by 6%. This was an improvement compared to 5% growth observed both in Q4 and Q3 of 2024.
The price paid for advertising demonstrated 10% growth, and now this figure remains on this threshold for four quarters in a row. All this helped the company’s operating marges to increase by 360 basic points a year ago to more than 41%.
Meta increase Ai Capex, Tarife Lick
Meta made a large announcement. Now it expects much higher capital costs (CAPEX). The company raised the middle point of its capital leadership of 2025 by almost 9% to $ 68 billion. Most of this will go to the infrastructure of AI. There are two ways that you can look at this. Firstly, the company doubles the AI strategy, which has given strong results for its advertising business.
Company’s recommendations based on artificial intelligence higher participation in applications, which testifies to this. The company announced that over the past six months, the time spent on Facebook has increased by 7%, on Instagram by 6%, and by 30%, which is due to these recommendations.
The company also stated that in the first quarter of advertising conversion on drums increased by 5%, and 30% more advertisers used their creative tools to create AI advertising. All this makes advertising in META’s applications more valuable.
On the other hand, the company notes that part of the increased expense guidance is associated with higher costs for the AI infrastructure. This may mean that future investments in AI will lead to a lower return of investment. The company said that this higher cost is mainly associated with suppliers with global supply chains. This implies that tariffs affect business in this regard.
As for demand, the company specially caused lower advertising costs in the United States from Asian electronic commerce companies. This is largely due to the end of the De Minimis rule, which should become effective on May 2. This negatively affects companies such as TEMU and Shein. Meta noted that since this is a global company, some of these expenses are redirected to its other markets. However, this did not fully compensate for a decrease in expenses.
General, Tariffs affect the metaBut not massive at the moment.
The meter still remains on the driver’s seat
Metord platforms forecast for stocks today
$ 696.45
21.71% growthModerate purchase
Based on 44 analysts rating
| The current price | $ 572,21 |
|---|---|
| High forecast | $ 935.00 |
| Average forecast | $ 696.45 |
| Low forecast | $ 525.00 |
Meta platform details of stock forecast
There is almost nothing to complain about the latest income Meta. The effect of tariffs seems limited at this stage. However, investors will have to continue to monitor this. Trump 90 days Mutual pause tariff It ends on July 9, and a wider influence on the demand of META can be materialized in the second quarter, since this deadline is approaching.
In addition, mass 145% of China tariffs that do not receive release did not enter into force until April 9th. This means that most of the influence on the overall demand for advertising from China will probably not be displayed before the profit of the second quarter. In general, the meta remains strongly located before further notice. After earnings, 19 analysts tracked by Marketbeat increased their prices.
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