DA Davidson Comments on Meta Platforms Q3 Earnings

Key Points

• DA Davidson has projected Meta Platforms' Q3 2025 earnings per share to be $6.11, maintaining a "Buy" rating with a price target of $825.00.
• Meta Platforms experienced a 3.0% decline in stock prices following the announcement of its Q2 earnings, which significantly exceeded analysts' expectations with a reported EPS of $7.14.
• Several analysts raised their price targets for Meta, with increased targets from Barclays to $810.00 and Citizens Jmp to $900.00, reflecting positive market sentiment toward the company.

Meta Platforms, Inc. (NASDAQ:META - Free Report) - Analysts at DA Davidson issued their Q3 2025 earnings per share estimates for shares of Meta Platforms in a report issued on Thursday, July 31st. DA Davidson analyst G. Luria expects that the social networking company will post earnings of $6.11 per share for the quarter. DA Davidson has a "Buy" rating and a $825.00 price objective on the stock. The consensus estimate for Meta Platforms' current full-year earnings is $26.70 per share.

Several other equities analysts also recently commented on the company. Barclays upped their price objective on Meta Platforms from $640.00 to $810.00 and gave the company an "overweight" rating in a research report on Friday. Citizens Jmp upped their price objective on Meta Platforms from $750.00 to $900.00 and gave the company an "outperform" rating in a research report on Thursday. Stifel Nicolaus upped their price objective on Meta Platforms from $845.00 to $900.00 and gave the company a "buy" rating in a research report on Thursday. KeyCorp upped their price objective on Meta Platforms from $800.00 to $905.00 and gave the company an "overweight" rating in a research report on Thursday. Finally, Rosenblatt Securities upped their price objective on Meta Platforms from $846.00 to $918.00 and gave the company a "buy" rating in a research report on Thursday, May 1st. Four equities research analysts have rated the stock with a hold rating, forty have given a buy rating and three have assigned a strong buy rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $815.09.

Meta Platforms Trading Down 3.0%

Shares of Meta Platforms stock traded down $23.43 on Friday, reaching $750.01. The company had a trading volume of 18,985,910 shares, compared to its average volume of 12,087,110. The firm has a market cap of $1.89 trillion, a price-to-earnings ratio of 27.15, a P/E/G ratio of 1.84 and a beta of 1.27. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.97 and a quick ratio of 2.66. The firm's 50-day moving average price is $701.68 and its two-hundred day moving average price is $645.68. Meta Platforms has a 1 year low of $450.80 and a 1 year high of $784.75.

Meta Platforms (NASDAQ:META - Get Free Report) last announced its earnings results on Wednesday, July 30th. The social networking company reported $7.14 EPS for the quarter, topping analysts' consensus estimates of $5.75 by $1.39. The firm had revenue of $47.52 billion during the quarter, compared to analysts' expectations of $44.55 billion. Meta Platforms had a return on equity of 39.33% and a net margin of 39.99%. The company's quarterly revenue was up 21.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $5.16 EPS.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Valley Financial Group Inc. lifted its position in Meta Platforms by 2.4% in the fourth quarter. Valley Financial Group Inc. now owns 588 shares of the social networking company's stock worth $344,000 after purchasing an additional 14 shares during the period. Lantern Wealth Advisors LLC lifted its position in Meta Platforms by 0.5% in the fourth quarter. Lantern Wealth Advisors LLC now owns 2,976 shares of the social networking company's stock worth $1,743,000 after purchasing an additional 14 shares during the period. Pachira Investments Inc. lifted its position in Meta Platforms by 3.0% in the second quarter. Pachira Investments Inc. now owns 488 shares of the social networking company's stock worth $360,000 after purchasing an additional 14 shares during the period. Hemington Wealth Management lifted its position in Meta Platforms by 0.6% in the second quarter. Hemington Wealth Management now owns 2,223 shares of the social networking company's stock worth $1,641,000 after purchasing an additional 14 shares during the period. Finally, Riverwater Partners LLC lifted its position in Meta Platforms by 2.7% in the fourth quarter. Riverwater Partners LLC now owns 572 shares of the social networking company's stock worth $335,000 after purchasing an additional 15 shares during the period. 79.91% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Meta Platforms

In related news, CFO Susan J. Li sold 6,874 shares of the company's stock in a transaction dated Thursday, May 15th. The stock was sold at an average price of $659.36, for a total transaction of $4,532,440.64. Following the transaction, the chief financial officer directly owned 70,040 shares of the company's stock, valued at $46,181,574.40. This represents a 8.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CTO Andrew Bosworth sold 22,449 shares of the company's stock in a transaction dated Friday, May 16th. The shares were sold at an average price of $636.85, for a total value of $14,296,645.65. Following the transaction, the chief technology officer directly owned 1,183 shares in the company, valued at $753,393.55. This represents a 94.99% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 152,980 shares of company stock valued at $105,708,832 in the last ninety days. Corporate insiders own 13.61% of the company's stock.

Meta Platforms Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 26th. Investors of record on Monday, June 16th were given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, June 16th. Meta Platforms's dividend payout ratio is currently 8.19%.

Meta Platforms Company Profile

Meta Platforms, Inc engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment offers Facebook, which enables people to share, discuss, discover, and connect with interests; Instagram, a community for sharing photos, videos, and private messages, as well as feed, stories, reels, video, live, and shops; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact privately.