ReElement Technologies stock soars after securing $1.4B government deal
Investing.com - UBS raised its price target on Meta Platforms Inc. (NASDAQ:META) to $915.00 from $900.00 on Thursday, maintaining a Buy rating despite a modest revenue guidance beat for Q4 2025. The new target represents nearly 38% upside from Meta’s current price of $664, positioning it well above the consensus analyst low target of $616 but still below the high target of $1086. InvestingPro data shows Meta currently trades at a P/E ratio of 23.85 with a remarkably low PEG ratio of 0.62, suggesting the stock may be reasonably valued relative to its growth rate.
The firm noted that while Meta shares experienced some drawdown due to slimmer-than-expected revenue guidance, a revenue timing adjustment in the Reality Labs division was the primary reason the outperformance wasn’t larger.
UBS highlighted several positive fundamentals in Meta’s advertising business, including Instagram surpassing 3 billion monthly active users, a 5% increase in Facebook time spent, and 14% year-over-year impression growth, up 3 percentage points quarter-over-quarter. These user engagement metrics have helped drive Meta’s impressive 19.37% revenue growth over the last twelve months, with the company maintaining exceptional gross profit margins of 81.97%.
The firm also pointed to Reels and AI-powered advertising tools (including A+) reaching revenue run rates of over $50 billion and $60 billion respectively, indicating Meta is expanding its user base while increasing impression delivery without diluting the app experience. InvestingPro analysis rates Meta’s overall financial health as "GREAT" with a score of 3.42/5, reflecting strong profitability metrics including a 41% return on equity. For investors seeking deeper insights, Meta is among 1,400+ US equities with comprehensive Pro Research Reports available on the platform.
Despite raising its midpoint cost guidance for 2025 and signaling higher intensity for 2026, UBS adjusted its earnings per share estimates upward by approximately 1% for 2026 and 2% for 2027, resulting in the 2% price target increase to $915. With Meta’s current diluted EPS at $27.57 and forecast to reach $28.82 for FY2025, the company continues to demonstrate strong profitability while maintaining a market capitalization of $1.66 trillion.
In other recent news, Meta Platforms Inc. reported third-quarter results that exceeded revenue expectations, with revenue surpassing forecasts by 3% to 4% and operating income also outperforming estimates. Despite these positive earnings, Meta’s stock price targets were adjusted by several analyst firms. Cantor Fitzgerald lowered its price target from $920 to $830, maintaining an Overweight rating, while DA Davidson kept its price target at $825 with a Buy rating. Truist Securities also reduced its price target to $875, citing stronger-than-expected quarterly results and solid fourth-quarter guidance. TD Cowen adjusted its target to $810 due to increased AI spending, yet maintained a Buy rating. Additionally, Meta announced the introduction of passkey-encrypted chat backups for WhatsApp, enhancing user security by allowing encryption through biometric data or device screen lock codes. These developments provide investors with insights into Meta’s recent performance and strategic initiatives.
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