Meta Raises PT to $828 from $807, Maintains Overweight Rating

Meta Raises PT to $828 from $807, Maintains Overweight Rating

Cantor Fitzgerald, a prominent financial services firm, has raised its price target for Meta Platforms Inc. (NASDAQ: META) to $828.00, up from $807.00, while maintaining an Overweight rating on the stock [1]. The move comes as the company continues to demonstrate strong financial performance, particularly in its core advertising business, which has shown resilience despite tariff-related uncertainties.

The firm expects Meta to report second-quarter 2025 results with upside to consensus estimates on both revenues and earnings per share. This optimism is driven by the company's impressive gross profit margins of 81.77% and its ongoing investments in AI talent [1]. Additionally, Cantor Fitzgerald anticipates stable year-over-year growth in third-quarter 2025 revenue, projecting approximately $47.5-48 billion at the high end of guidance.

The firm's checks with digital ad agencies and performance marketers indicate healthy ad spending and market share gains by Meta in the second quarter, including a modest acceleration from April trends when adjusted for Easter. This suggests that Meta's advertising offerings are gaining traction, potentially providing a tailwind for the second half of 2025 [1].

Meta's comprehensive analysis is available through InvestingPro’s detailed research reports, which highlight the company's robust financial health and potential for future growth. The firm's fiscal year 2026 earnings per share estimates have been raised by 3%, with the revised price target of $828 based on 28 times fiscal year 2026 estimated earnings per share [1].

In other recent news, BofA Securities has raised its price target to $775, citing Meta’s ambitious plans for AI expansion, including the construction of multi-gigawatt data centers. Meanwhile, Citi maintains Meta as a "Top-Pick" with a price target of $803, highlighting improvements in AI advertising tools that are expected to boost upcoming earnings [1]. These developments underscore Meta’s ongoing investment in AI and innovation, suggesting a robust trajectory for the company’s future endeavors.

References:
[1] https://www.investing.com/news/analyst-ratings/meta-platforms-stock-price-target-raised-to-828-from-807-at-cantor-fitzgerald-93CH-4137606
[2] https://coinpriceforecast.com/fb