Meta stock price target maintained at $900 by Citizens JMP on Reels ads expansion

Published 15/09/2025, 10:22
Meta stock price target maintained at $900 by Citizens JMP on Reels ads expansion

Investing.com - Citizens JMP has reiterated its Market Outperform rating and $900 price target on Meta Platforms Inc. (NASDAQ:META), which boasts impressive gross profit margins of 82%, as the company expands its Reels trending ads program. According to InvestingPro data, Meta maintains a "GREAT" financial health score, supported by strong revenue growth of 19.4% over the last twelve months.

Meta is opening Reels trending ads to all advertisers through the holiday season, with early tests showing these ads increase unaided awareness by 20%, according to Citizens JMP. This performance compares favorably to YouTube Select’s 20% and TikTok Pulse’s 14%.

The social media giant will begin testing Advantage+ catalog ads and app ads campaigns on its platforms, along with single image and video ads on Threads, its text-based social media platform.

Citizens JMP noted that Meta continues to have multiple levers to drive performance for advertisers, positioning the company well for continued growth in its advertising business.

The firm also highlighted that Threads has surpassed 400 million monthly active users (MAUs) and remains an under-monetized asset within Meta’s portfolio of platforms.

In other recent news, Meta Platforms, Inc. announced a quarterly cash dividend of $0.525 per share for both its Class A and Class B common stock. This dividend is set to be paid on September 29, 2025, to stockholders of record as of September 22, 2025. Meanwhile, the Federal Trade Commission has launched an inquiry into the impact of AI chatbots on children, targeting several major tech companies, including Meta. BofA Securities has maintained its Buy rating and a price target of $900 for Meta ahead of the company’s Connect Developer Conference, where hardware innovations are expected to be showcased. Additionally, Cantor Fitzgerald has reiterated its Overweight rating and a $920 price target on Meta as the company deals with regulatory challenges. These challenges include an ongoing FTC lawsuit regarding its acquisitions of Instagram and WhatsApp. In related developments, Amazon is reportedly developing augmented-reality glasses for consumers and delivery drivers, featuring a full-color display.

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