Meta Platforms Surpasses 3.5 Billion Daily Active Users, Strong Ad Business
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Yahoo Finance
- Massive User Base: As of September 2025, Meta Platforms boasts 3.54 billion daily active users, driving its advertising revenue to $51.2 billion in Q3, with 98% derived from ads, highlighting its robust profitability.
- Stable Operating Margins: Despite concerns over AI infrastructure spending, Meta reported a healthy 40% operating margin in its latest earnings report, indicating its ability to maintain strong profitability even with high capital expenditures.
- Attractive Valuation: Trading at 20 times forward earnings, Meta is the cheapest among the Magnificent Seven stocks, compared to Microsoft's 27 times, suggesting it offers significant investment value in a market where many AI stocks are overvalued.
- Market Volatility: Following its Q3 earnings report, Meta's stock experienced significant fluctuations, and although capital expenditures are expected to rise notably in 2026, the current share price presents a compelling buying opportunity for investors.
Analyst Views on META
Wall Street analysts forecast META stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for META is 824.71 USD with a low forecast of 655.15 USD and a high forecast of 1117 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 647.630
Low
655.15
Averages
824.71
High
1117
Current: 647.630
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.








