In the third quarter of 2025, Meta Platforms saw a 25.6% year-over-year growth in advertising revenues, totaling $50.08 billion. Ad impressions increased by 14%, with a 10% increase in average ad price. META’s AI-powered ad tools reached an annual run rate of over $60 billion, driving improved performance and efficiency.

Despite strong performance, Meta Platforms faces tough competition from Alphabet and Amazon in the advertising space. Alphabet reported a revenue increase of 12.6% year over year, with YouTube’s advertising revenues growing by 15%. Amazon saw a 24% increase in advertising revenues, expanding its reach beyond its platforms through partnerships.

Meta Platforms’ stock has surged by 11.6% in the past 12 months, outperforming the sector. With a forward price/sales ratio of 6.96X, META is trading at a premium compared to the sector’s 6.61X. The Zacks Consensus Estimate for 2025 earnings is $28.17 per share, indicating 18.1% year-over-year growth. META is currently rated as a Zacks Rank #1 (Strong Buy).

Quantum Computing is emerging as the next technological revolution, with companies like Microsoft, Google, Amazon, Oracle, Meta, and Tesla integrating it into their infrastructure. Senior Stock Strategist Kevin Cook identifies 7 stocks poised to dominate the quantum computing landscape. This presents a rare opportunity for investors to position their portfolios for potential gains.

Read more at “Nasdaq”: The Zacks Analyst Blog Meta, Alphabet and Amazon