Meta (META) Stock Forecast & Price Target

Meta Platforms demonstrates a positive growth trajectory with a forecasted revenue increase for 4Q25, expecting figures between $56 billion and $59 billion, which represents a year-over-year growth rate of 19% to 22%. The company also reported a notable improvement in operational efficiency, with EBITDA margins increasing over 10 percentage points year-over-year, alongside a rise in ad impressions by 14% and average pricing by 10% in 3Q25. Furthermore, despite a significant ramp-up in capital expenditures projected to reach $70–$72 billion in 2025, the continuous increase in headcount and revenue growth on a constant currency basis—estimated at 25% year-over-year—underscores the firm’s expanding market presence and investment in future growth avenues.

Meta Platforms faces a negative outlook primarily due to anticipated declines in free cash flow (FCF) resulting from a projected increase in capital expenditures exceeding $30 billion by FY26. The company reported a significant decrease in shareholder returns, with a 54% year-over-year drop in 3Q25, and its overall revenue growth rate of 25% year-over-year falls short of prior expectations. Additionally, potential stagnation or decline in Facebook's user base could exacerbate these challenges, as competitive threats from platforms like TikTok and shifting preferences among younger generations heighten concerns of market oversaturation and reduced advertising revenue.