Wall Street sentiment on Meta Platforms remains overwhelmingly bullish, with 37 Buy, 6 Hold and 1 Sell ratings among 44 surveyed analysts, translating to a Strong Buy consensus. The average 12-month price target stands at $820.21, implying potential upside of roughly 24.5% from current levels. The most optimistic forecast reaches $1,117, while the most conservative sits at $655.15. Recent revisions include Wells Fargo trimming its target to $754 (but maintaining an Overweight rating) and Stifel cutting its to $785 while keeping a Buy rating, both citing higher near-term spending expectations tied to expanded AI compute investments.

In the latest quarter, Meta reported year-over-year revenue growth of 26%, driven by a 14% increase in ad impressions and a 10% rise in average price per ad. Total daily active users across Facebook, Instagram, Messenger and WhatsApp reached 3.5 billion, up 8%. To support its AI ambitions, the company plans capital expenditures of $70–72 billion for 2025, significantly higher than prior years. While operating margins stood at 40%, down from 43% a year earlier, free cash flow fell to $10.6 billion from $15.5 billion, reflecting accelerated investment in AI-capable data centers.

Ahead of a high-profile trial on alleged harm to minors, Meta will suspend teenage access to its AI characters across all apps in the coming weeks, applying age-prediction technology to enforce the measure. The updated experience—expected later this year—will include built-in parental controls and age-appropriate conversation themes, focusing on education, sports and hobbies. This step follows earlier Parental Gate features that let guardians monitor and restrict content categories such as extreme violence, nudity and graphic drug use.