Meta Platforms, the Communication Services sector company, was revisited by a Wall Street analyst today. Analyst Saiyi He from CMB International Securities maintained a Buy rating on the stock and has a $860.00 price target.
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Saiyi He has given his Buy rating due to a combination of factors that highlight Meta Platforms’ strong financial performance and strategic advancements. The company’s second-quarter results for 2025 surpassed expectations, with total revenue increasing by 22% year-over-year, driven by AI-enhanced growth in ad impressions and pricing. This robust performance led to a 36% rise in net income, significantly exceeding consensus estimates. Furthermore, Meta’s management has provided optimistic guidance for the third quarter, projecting continued revenue growth, which is expected to remain ahead of market predictions.
Meta’s strategic focus on AI has been a key driver of its core business growth. The company has made significant improvements in its AI-powered ad recommendation models, resulting in higher ad conversions on platforms like Instagram and Facebook. Additionally, Meta’s investment in AI talent and infrastructure is expected to sustain its leadership in AI applications and model development. These factors, combined with the company’s commitment to optimizing content recommendation systems and expanding its advertiser base, underpin Saiyi He’s positive outlook and Buy rating for Meta Platforms.
In another report released today, Barclays also maintained a Buy rating on the stock with a $810.00 price target.
Based on the recent corporate insider activity of 289 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of META in relation to earlier this year.