From Morningstar: 2025-04-29 03:49:00

Meta Platforms (META) is set to release its first-quarter 2025 earnings report on April 30, with a Fair Value Estimate of $770.00, Morningstar Rating of 4 stars, Wide Economic Moat, and High Uncertainty Rating. Investors are watching for improvements in ad monetization, impact of tariffs on ad spending, capex plans, and genAI monetization progress. Management commentary on margin pressure and operational efficiencies will also be key. The stock is currently undervalued and trading close to a market multiple. Meta’s financial position is strong, with cash reserves exceeding debt, but there is uncertainty due to investments in genAI and Reality Labs, as well as antitrust concerns. Bulls highlight the benefits of Meta’s core advertising business and scale, while bears point to potential losses from investments and the monopoly case in the US.



Read more at Morningstar: Going Into Earnings, Is Meta Stock a Buy, a Sell,…