Meta Platforms, Inc. (META) shares have increased by 7.2% over the past month and 11% since its second-quarter 2025 earnings release on July 30. For Q3 2025, the company forecasts total revenues between $47.5 billion and $50.5 billion, with a Zacks Consensus Estimate of $49.4 billion, reflecting a 21.7% year-over-year growth.
Year-to-date, META shares have risen 31.8%, outperforming the Zacks Computer & Technology sector and competitors like Alphabet (GOOGL) and Amazon (AMZN). The company is also experiencing positive impacts from AI advancements, showing improvements in ad conversions by 5% on Instagram and 3% on Facebook, driven by AI-powered recommendation models.
Meta’s capital expenditure for 2025 is projected to reach between $66 billion and $72 billion, with operating expenses anticipated at $114 billion to $118 billion. Despite the strong growth in share value and operational initiatives, regulatory concerns and high tariffs present risks, leading to a current Zacks Rank of #3 (Hold) for the stock.
