Meta Platforms, Inc.
Meta approaches its fourth-quarter earnings report as the company faces ongoing legal scrutiny, including lawsuits related to WhatsApp encryption disclosures and allegations tied to the safety of AI chatbot features. The company faces expectations to deliver revenue of $58.30 billion as investors look to see whether Meta can sustain performance despite heightened regulatory and legal pressures.
Analysts also expect Meta to report earnings per share of $8.21 .
The company has beat estimates in four of the last four quarters. In the most recent quarter on October 29, Meta delivered EPS of $7.25 against an estimate of $6.68, with revenue of $51.24 billion surpassing expectations of $49.39 billion. This strong performance followed a trend of beating estimates, including a notable EPS of $7.14 in July 2025, which was significantly above the estimate of $5.87. Given the pattern of consistent beats, investors should watch for whether Meta can maintain this momentum despite the recent legal scrutiny.
Investors will look to updates on advertising performance and user engagement across Meta's platforms, including Facebook and Instagram, as advertising remains a key driver of revenue.
Analyst Changes: Ahead of the earnings report, multiple analysts issued price target adjustments.
- Roth Capital analyst Rohit Kulkarni maintained a Buy rating on Meta and lowered the price target from $845 to $800.
- Keybanc analyst Justin Patterson maintained an Overweight rating on Meta and lowered the price target from $875 to $835.
- Rothschild & Co analyst James Cordwell upgraded Meta from a Neutral rating to a Buy rating and raised the price target from $740 to $900.
- Jefferies analyst Brent Thill reiterated a Buy rating on Meta and maintained a $910 price target.
- UBS analyst Stephen Ju maintained a Buy rating on Meta and lowered the price target from $915 to $830.
At the time of writing, Meta shares are trading 0.24% higher at $674.56, according to data from Benzinga Pro.
