[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 72.1K followers Created: 2025-07-16 11:11:56 UTC Cantor Fitzgerald Maintains Overweight Rating on $META, Raises PT to $XXX from $XXX Earnings Preview: "We expect META to report 2Q25E results with a decent upside to consensus on revenues and EPS driven by outperformance in the core ads business as tariff-driven uncertainties moderated in May/June. The company’s 3Q25E revenue guide should indicate stable y/y growth with little deceleration (around $47.5/$48B at the high-end). On FY outlook, META is likely to reiterate its opex guidance, but recent investments in AI talent (CFe ~$500M–$1B in incremental annual opex) move the target above the low end. Our checks with digital ad agencies and performance marketers in June/early July indicated healthy ad spend and share gains by META in 2Q, including a modest acceleration from April trends (adjusted for Easter). Additionally, META continues to expand its advertising offerings with new capabilities for A+, a potential tailwind for 2H25E. Overall, we expect a strong quarter from META and see upside revisions to street (Visible Alpha) FY26E EPS of ~$28 per share on the 2Q print. Investor expectations, admittedly, are elevated with shares trading at 25x FY26E EPS, near the high-end of the midterm valuation range (17–27x). That said, 3Q25E guide with little deceleration in revenue growth should be viewed favorably. We have raised our FY26E EPS estimates by X% and reiterate our Overweight rating / Top pick. Our revised PT of $XXX is based on 28x FY26E EPS (vs. $XXX previously)." Analyst: Deepak Mathivanan XXXXX engagements  **Related Topics** [ads](/topic/ads) [eps](/topic/eps) [decent](/topic/decent) [meta](/topic/meta) [$meta](/topic/$meta) [meta platforms](/topic/meta-platforms) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/wallstengine/status/1945441262947156232)
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Wall St Engine @wallstengine on x 72.1K followers
Created: 2025-07-16 11:11:56 UTC
Cantor Fitzgerald Maintains Overweight Rating on $META, Raises PT to $XXX from $XXX
Earnings Preview: "We expect META to report 2Q25E results with a decent upside to consensus on revenues and EPS driven by outperformance in the core ads business as tariff-driven uncertainties moderated in May/June. The company’s 3Q25E revenue guide should indicate stable y/y growth with little deceleration (around $47.5/$48B at the high-end).
On FY outlook, META is likely to reiterate its opex guidance, but recent investments in AI talent (CFe ~$500M–$1B in incremental annual opex) move the target above the low end. Our checks with digital ad agencies and performance marketers in June/early July indicated healthy ad spend and share gains by META in 2Q, including a modest acceleration from April trends (adjusted for Easter).
Additionally, META continues to expand its advertising offerings with new capabilities for A+, a potential tailwind for 2H25E. Overall, we expect a strong quarter from META and see upside revisions to street (Visible Alpha) FY26E EPS of ~$28 per share on the 2Q print.
Investor expectations, admittedly, are elevated with shares trading at 25x FY26E EPS, near the high-end of the midterm valuation range (17–27x). That said, 3Q25E guide with little deceleration in revenue growth should be viewed favorably.
We have raised our FY26E EPS estimates by X% and reiterate our Overweight rating / Top pick. Our revised PT of $XXX is based on 28x FY26E EPS (vs. $XXX previously)."
Analyst: Deepak Mathivanan
XXXXX engagements
Related Topics ads eps decent meta $meta meta platforms stocks communication services