Meta Platforms stock rating upgraded to Buy by HSBC on higher forecasts

Published 31/07/2025, 14:52
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Investing.com - HSBC has upgraded Meta Platforms Inc. (NASDAQ:META) from Hold to Buy and established a price target of $900.00. According to InvestingPro data, Meta maintains impressive gross profit margins of 82% and has seen 10 analysts revise their earnings upward for the upcoming period.

The upgrade comes as HSBC raised its operational forecasts for the social media and technology giant, according to a research note released Thursday.

HSBC now values Meta using a 2026 estimated price-to-earnings ratio of 26x, up from its previous valuation of 21x 2025 estimated P/E, bringing it closer to the "Magnificent-7" average of 26.6x.

The new $900 price target implies a potential upside of 29.5% for Meta shares from current levels.

HSBC noted potential downside risk exists if Meta experiences user base losses, which could drive revenue down more rapidly, reflecting the firm’s bear case scenario that would value the company at $679 per share.

In other recent news, Meta Platforms Inc. reported second-quarter results that surpassed Wall Street expectations. The company achieved revenues of $47.5 billion, significantly exceeding the anticipated $44 billion, marking one of its largest earnings beats in recent years. This strong performance led several firms to adjust their price targets for Meta. Cantor Fitzgerald raised its target to $920, citing earnings per share that were 21% above consensus estimates and ad revenue growth of 22% year-over-year. Rosenblatt also increased its price target to $1,086, highlighting the pivotal nature of Meta’s second-quarter results for 2025. Meanwhile, Guggenheim lowered its target slightly to $875 but maintained a Buy rating, noting the company’s impressive $20.4 billion operating income. BMO Capital and Scotiabank (TSX:BNS) also raised their targets to $710 and $685, respectively, following Meta’s strong revenue and adjusted EBITDA performance. These developments reflect the positive sentiment among analysts regarding Meta’s recent financial achievements.

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