Meta Posts Strong Q1, the expected identification winds in Q2

Definition platforms today
- 52 weeks
- $ 432.28
▼
740.91 dollars
- Profit
- 0.35 %
- P/E ratio.
- 24.95
- The target price
- 696.45 dollars
Continue shareholders Nasdak: DefinitionOne of the famous seven famous stocks, has just got a bout of good news. Meta’s profits were impressed on April 30, which led to more than 4 % shares the next day. Because of microsoft Nasdak: msft It can be said that the most impressive profits, you cannot claim Meta, but it is the second best performance in MAG Seven in 2025. As of the closure of May 1, META has a total return of about -2 % in 2025. Microsoft managed to get out of the red color, with a total return of about 1 % per year.
The performance of these two shares is particularly impressive, taking into account that all others Mag 7 names decreased more than 10 % In 2025.
So, what walked well with dead in this profit cycle? What did the results of Meta the markets about the early effects of definitions on their business? In general, how should investors look at these shares to move forward?
Meta profits struck the mark on all fronts
Meta excelled in the main fields, including revenues, modified profits for one arrow (EPS), and guidance. The company’s quarterly revenues grew by 16 % To 42.3 billion dollarsNearly $ 1 billion is higher than the expected analysts. The average EPS has reached $ 6.43 per share, about $ 1.20 is higher than expected.
Finally, Q2 revenue instructions came in mid -44 billion dollars, which is implicit 13 % growth. This was about 200 million dollars higher than the ability. The important main performance indicators (KPIS) were also strong.
Daily active people of the company (DAP), which measures the number of users through its applications, grew by 6 % solid. This was an improvement in the 5 % growth seen in the Q4 and Q3 for the year 2024.
The price paid for ads showed 10 % growth, and this number has now been around that threshold for four quarters of a straight. All this helped increase the company’s operating margin by 360 basis points a year ago to more than 41 %.
Meta enhances AI Capex, the tariff effect looks exhausted
Mita issued a big advertisement. CAPEX expenses are now expected. The company raised the CAPEX 2025 directives by approximately 9 % to $ 68 billion. Most of this will go towards the Amnesty International’s infrastructure. There are two ways that one can look at this. First, the company doubles the artificial intelligence strategy, which has achieved strong results of its advertising work.
The recommendations of the company’s artificial intelligence recommendations The height of the application sharing, That proves this. The company announced that during the past six months, the time it spends on Facebook has increased by 7 %, on Instagram by 6 %, on the subjects by 30 %, driven by these recommendations.
The company also said that in the first quarter, advertising transfers on rollers increased by 5 %, and 30 % of advertisers used creative ads tools. All this makes advertising on Meta applications more valuable.
On the other hand, the company notes that part of the increased spending instructions is due to the high costs of Amnesty International’s infrastructure. This may mean that future investment in artificial intelligence will lead to a decrease in investment. The company said that this higher cost is mainly stems from suppliers who have global supply chains. This means that the definitions affect the work in this regard.
On the side of the request, the company specifically called for a lower advertisement spending in the United States from Asian e -commerce companies. This is largely due to End the base of the minimumWhich is scheduled to become effective on May 2. This negatively affects companies such as Timo and Shin. Meta noticed that as it is a global company, some of this spending is redirected to its other markets. However, this has not completely compensated for a decrease in spending.
total, Definitions have an effect on the definitionBut not one huge at this stage.
The definition remains in the driver’s seat now
Meta platforms today
696.45 dollars
Moderate purchase
Based on 44 analyst classification
The current price | $ 572.21 |
---|---|
High expectations | 935.00 dollars |
Average expectations | 696.45 dollars |
Low expectations | 525.00 dollars |
Meta platforms for stock expectations
There was almost nothing to complain about the last dead profits. The impact of definitions seems limited at this stage. However, investors will need to continue to monitor this. Trump is 90 days The usual stop stopping It ends on July 9, and the broader effects can be achieved on the Meta request in Q2 as this deadline approaches.
In addition, 145 % huge definitions on China, which do not receive exemption, did not come into effect until April 9. This means that most of the influence on the general demand from China is likely that it does not appear until the profits of the second quarter. Overall, Meta is still in a strong position until another notice. After profits, 19 analysts have been strengthened by Marketbeat their price goals.
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