Meta Platforms Stock 44.7% Overvalued; Could Gain $25B in Ad Revenue by 2027
Key Takeaways
- Meta Platforms' stock is 44.7% overvalued, but Barclays predicts $25B ad revenue gain by 2027.
- Meta Platforms stock fell 1.7% on Sept 22, but rose 3.1% in past month.
- Meta's AI leadership faces profit risks from high capital expenditure and European regulatory pressure.
- Meta Platforms' dividend yield is 0.27% as of September 22, 2025.
Top Stories
Meta Platforms stock 44.7% overvalued despite 38% YTD rise.
On September 22, 2025, Simply Wall St reported Meta Platforms' stock as 44.7% overvalued with a fair value of $538.09, despite a 38% year-to-date increase, attributing this to a planned $60–65 billion AI investment.
Meta Platforms could gain $25B in ad revenue by 2027: Barclays.
Barclays estimates Meta Platforms could see up to a $25 billion incremental ad revenue increase by 2027 from WhatsApp and Threads, driven by Status ads and higher monetization per user.
Meta Platforms stock declined 1.7% on September 22, 2025.
On September 22, 2025, Meta Platforms (META) stock decreased by 1.7% to $765.16, underperforming the S&P 500, Dow, and Nasdaq, though it has risen 3.13% in the past month.
Meta Platforms sees +3.1% return in past month, Zacks Rank #3.
On September 22, 2025, Zacks.com reported investor interest in Meta Platforms (META), noting a +3.1% return over the past month and an expected EPS of $6.74 for the current quarter.
Meta's AI leadership faces profit risks from high capital expenditure.
A SWOT analysis published on September 22, 2025, highlights Meta's AI leadership and investments in smart glasses, but warns that high capital expenditures (64-72B in 2025, 91B in 2026) and European regulatory pressure could affect short-term profitability.
Meta Platforms' dividend yield is 0.27% as of September 22, 2025.
On September 22, 2025, Meta Platforms (META) was reported to have a dividend yield of 0.27%, with an annualized payout of 2.10.