financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Maintains Buy Opinion On Shares Of Meta Platforms
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Maintains Buy Opinion On Shares Of Meta Platforms
Oct 30, 2025 8:15 AM

08:25 AM EDT, 10/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We cut our 12-month target to $804 from $880, on lower P/E of 24x our '27 EPS view, within historical. After better-than-expected Q3 sales/EPS (ex. one-time tax charge), we up our '25 EPS to $28.90 from $28.03, '26 to $30.31 from $29.27, and '27 to $33.49 from $32.70. We think META remains committed to becoming the leading AI lab to unlock new revenue streams, pursuing an aggressive strategy to front-load infrastructure investment with the view that compute capacity can support existing ad platforms and new initiatives even if it overspends. This vision carries a big price tag, with capex likely growing to $100B in 2026 (up from $70B in '25 and $40B in '24), resulting in the highest capital intensity rate among big tech at 36% based on our '26 estimates. While AI monetization, new products like Threads, and device initiatives show promising early traction, we view META as the weakest earnings compounder among big tech given elevated spending, though valuation reflects this as it trades at the lowest multiple.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
What is the Federal Open Market Committee (FOMC)? Meet the key policymakers shaping your finances
What is the Federal Open Market Committee (FOMC)? Meet the key policymakers shaping your finances
Jul 30, 2024
Meet the faces behind the U.S. central bank. The Federal Reserve is tasked with maintaining a stable and sound financial system -- most notably by raising or lowering interest rates at (what's typically) eight meetings a year. A group of policymakers within the Fed vote on those interest rate decisions: the Federal Open Market Committee (FOMC), all of which directly...
Fed keeps rates on hold, signals possible rate cut in September
Fed keeps rates on hold, signals possible rate cut in September
Jul 31, 2024
The Federal Reserve left interest rates unchanged but hinted that the time to cut them could be coming soon, as inflation improves and the unemployment rate edges up. The news means that the U.S. central bank's Federal Open Market Committee (FOMC) will, for now, be keeping its key benchmark borrowing cost in its current target range of 5.25-5.5 percent, a...
Earnings season: What it is and when it happens
Earnings season: What it is and when it happens
Aug 2, 2024
Four times a year publicly traded companies release their financial statements and required disclosures in what has been dubbed earnings season. The Securities and Exchange Commission (SEC) requires these reports as a way to provide better transparency to investors as to what exactly they are investing in and how the company is performing. What is earnings season, and what exactly...
Best REIT ETFs: Top real estate funds for investors
Best REIT ETFs: Top real estate funds for investors
Aug 1, 2024
Real estate investment trusts, or REITs, allow investors to earn a portion of the profits of real estate investing without buying, managing or financing a physical property. REITs are popular among investors for their ability to diversify a portfolio, since they have lower correlations to the performance of stocks and bonds. REIT investors carefully consider dividend yields, since dividends are...
Copyright 2023-2026 - www.financetom.com All Rights Reserved