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Meta Earnings Updates: Analysts Eye AI Plans, With Stock up 20% in 2025

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Updated

2025-07-30T14:37:56Z

Meta will report earnings for the second quarter after the closing bell on Wednesday.
Wall Street expects $44.3 billion in revenue for the quarter.
Heading toward the 5 p.m. ET call, analysts will be looking for info on capex plans and AI opportunities.

Meta Platforms will report its second-quarter results after the closing bell on Wednesday.

Wall Street is feeling mostly bullish heading into the results. Analysts are eyeing strong AI opportunities and growth in ad spend, but there’s some growing caution around high levels of capex and Meta’s recent hiring spree aimed at furthering its AI ambitions.

Analysts expect the Facebook parent to report $44.83 billion in revenue and earnings per share of $5.89.

Meta stock is up about 20% year-to-date through Tuesday’s close, putting it among the top performers in the Magnificent Seven cohort.

The earnings results will be released shortly after the 4 p.m. ET closing bell. The call with analysts is expected to start at 5 p.m. ET.

2025-07-30T14:35:19Z

Bank of America: Meta is a ‘Top Online ad stock’

Mark Zuckerberg and Meta AI

Meta looks best-positioned to reap the benefits of AI-driven advertising, Bank of America analysts wrote in a note.


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Bank of America called Meta a “Top Online ad stock” for 2025 in a note this month.

That’s because the company looks best-positioned to reap the benefits from AI-driven advertising, analysts wrote, which they believe could support a higher valuation for the stock.

In a separate note, analysts said they expected Meta to beat consensus estimates for second-quarter earnings, pointing to positive checks the bank conducted on Meta’s advertising business. Revenue could come in around $45.5 billion, they estimated, at the higher end of Meta’s guidance for the quarter.

The bank reiterated its “Buy” rating on Meta. Earlier this month, it lifted its price target for the stock to $775 from $765, which implies 9% upside from current levels.

2025-07-30T14:00:30Z

Meta earnings expectations: Wall Street estimates EPS of $5.89

Second Quarter

Revenue estimate $44.83 billionEPS estimate $5.89Advertising rev. estimate $44.07 billionFamily of Apps revenue estimate $44.4 billionReality Labs revenue estimate $386 millionOther revenue estimate $502.4 millionOperating income estimate $17.24 billionFamily of Apps operating income estimate $22.16 billionReality Labs operating loss estimate $4.86 billionOperating margin estimate 38.3%Ad impressions estimate +6.91%Average price per ad estimate +7.58%Average Family service users per day estimate 3.42 billion

Third Quarter

Revenue estimate $46.21 billionCapital expenditure estimate $17.78 billion

Full year

Total expenses estimate $114.01 billionCapital expenditure estimate $67.79 billion

Source: Bloomberg data

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