Social media giant Meta Platforms (META) is scheduled to announce its results for the second quarter of 2025 after the market closes on Wednesday, July 30, 2025. META stock has risen 23% year-to-date, as the company has impressed investors with its strong execution and artificial intelligence (AI)-led growth. Wall Street expects Meta to report earnings per share (EPS) of $5.88, reflecting a year-over-year growth of about 14%. Revenue is estimated to increase by about 14.7% to $44.8 billion.
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Investors will be keen to know if the company’s massive AI spending is delivering the desired results.
Meta Platforms delivered impressive first-quarter results despite macro challenges. As reflected in this chart from Main Street Data, Meta Platforms experienced about a 6% rise in Family daily active people (DAP) to 3.43 billion in the first quarter. Investors will pay attention to the company’s ability to sustain this momentum of expansion in its user base.
Analysts’ Views Ahead of Meta Platforms Q2 Earnings
Heading into Q2 results, Guggenheim analyst Michael Morris increased the price target for Meta Platforms stock to $800 from $725 and reiterated a Buy rating. The 5-star analyst stated that investor confidence in Meta’s performance and AI playbook remains strong ahead of Q2 earnings, as reflected in the year-to-date rise in the stock price. Morris added that the market will focus on two points – revenue growth in Meta’s core advertising business and the level of investment into business expansion, with the resulting impact on multi-year earnings.
Morris highlighted that intra-quarter ad checks by his firm indicate continued Direct Response (DR) demand strength, driven by progress on Advantage+ (Meta’s AI-powered suite of ad products). He expects Q2 revenue of $46.1 billion.
Likewise, Benchmark analyst Mark Zgutowicz raised his price target for Meta Platforms stock to $800 from $640 and maintained a Buy rating. In terms of Q2 earnings and guidance, the 5-star analyst expects stable top-line results, considering relatively steady e-commerce trends and continued U.S. and Canada ad pricing leverage. Zgutowicz added that Zuckerberg’s recent pledge of “hundreds of billions of dollars” in AI infrastructure and several recent top AI researcher hires will certainly be in focus on the company’s Q2 earnings call. He expects Meta Platform’s 2025 capex guidance to be maintained and operating expenses guidance to be “tightened a bit higher.”
AI Analyst Is Bullish on META Stock Ahead of Q2 Print
TipRanks’ AI stock analyst has assigned an Outperform rating to Meta Platforms stock with a price target of $798, indicating 11.2% upside potential. According to TipRanks’ AI analysis, the bullish stance on META stock is backed by robust financial performance and favorable earnings call insights. While technical indicators indicate positive momentum, overbought signals warrant caution. Nonetheless, strategic investments in AI and user engagement support long-term growth potential.
Here’s What Options Traders Anticipate Ahead of META’s Q2 Earnings
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting about a 6.19% move in either direction in Meta Platforms stock in reaction to Q2 results.
Is META a Good Stock to Buy Now?
Currently, Wall Street has a Strong Buy consensus rating on Meta Platforms stock based on 41 Buys and four Holds. The average META stock price target of $761.55 indicates 6.1% upside potential from current levels.
