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Meta's "Gravity-Defying" Growth Means It's Getting Closer To This Intriguing Milestone

Meta Platforms Potential to Reach $4 Trillion Valuation by 2027

Meta Platforms, Inc. (META.US) is forecasted to become the next company to achieve a $4 trillion valuation by May 2027, based on recent analyses. This projection places Meta in a competitive landscape with tech giants like Nvidia and Microsoft. The analysis highlights Meta's potential to join the elite club of companies with a $4 trillion market cap, with other disruptive tech firms like Netflix and Palantir also emerging as contenders in the valuation race.

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(META.US) is forecasted to become the next company to achieve a $4 trillion valuation by May 2027, based on recent analyses. This projection places Meta in a competitive landscape with tech giants like Nvidia and Microsoft. The analysis highlights Meta's potential to join the elite club of companies with a $4 trillion market cap, with other disruptive tech firms like Netflix and Palantir also emerging as contenders in the valuation race.","image":"https://static.tigerbbs.com/e50820b9c14ba826d6bf8921fda3cdeb"}],"images":[{"img":"https://community-static.tradeup.com/news/09f146e84c41d2ff9c743c1abb553975"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/09f146e84c41d2ff9c743c1abb553975"}],"html":"<html><head></head><body><p>Share your opinion about this news…</p><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/09f146e84c41d2ff9c743c1abb553975\"></t-t></body></html>","htmlText":"<html><head></head><body><p>Share your opinion about this news…</p><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/09f146e84c41d2ff9c743c1abb553975\"></t-t></body></html>","text":"Share your opinion about this news…","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/471821567402720","repostId":2562730455,"repostType":2,"repost":{"id":"2562730455","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1756221051,"share":"https://ttm.financial/m/news/2562730455?lang=en_US&edition=fundamental","pubTime":"2025-08-26 23:10","market":"nz","language":"en","title":"Meta's \"Gravity-Defying\" Growth Means It's Getting Closer To This Intriguing Milestone","url":"https://stock-news.laohu8.com/highlight/detail?id=2562730455","media":"Dow Jones","summary":"The company has successfully utilized artificial intelligence to grow its ad business and take share from Google Ads. Meta's advertising business grew 21% year-over-year last quarter.According to Bernstein analyst Mark Shmulik, Meta  is on track to catch up to Google Search   in ad revenues by the end of 2026, thanks to its \"gravity-defying ad-revenue performance.\". He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a \"two-legged improvement across both engagement and ad performance.\". Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. 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Ad revenue accounted for $46.6 billion of the total $47.5 billion of revenues during the quarter and grew 21% year-over-year.</p><p>For context, Google Search generated $54.2 billion in the same period, and is expected to do $65.4 billion in the December 2026 quarter, according to FactSet data. The consensus view projects Meta&#39;s advertising business will be in a similar vicinity by the December quarter of 2026, &#34;while we imagine Meta bulls have even more bullish expectations,&#34; Shmulik wrote.</p><p>He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a &#34;two-legged improvement across both engagement and ad performance.&#34;</p><p>This puts Google in defense mode. While Google Ads dominates 45% of the existing digital ad spend, it&#39;s only taking 30 cents of every incremental ad dollar, according to Bernstein. 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Additionally, AI is also reducing labor costs and helping Meta expand into creative ad design.</p><p>Shmulik sees Meta &#34;leading the charge that &#39;social&#39; platforms could all be AI winners.&#34;</p><p>However, right now &#34;Meta is really the only publicly traded consumer AI play that&#39;s delivering real results,&#34; he added.</p><p>Shmulik has an outperform rating and $900 price target on Meta&#39;s stock, as well as a market-perform rating and $210 target on Alphabet&#39;s.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta's \"Gravity-Defying\" Growth Means It's Getting Closer To This Intriguing Milestone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta's \"Gravity-Defying\" Growth Means It's Getting Closer To This Intriguing Milestone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-26 23:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A shake-up is coming to the digital-advertising industry, as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. is posing a serious challenge to Alphabet Inc.&#39;s Google Search.</p><p>According to Bernstein analyst Mark Shmulik, Meta (META) is on track to catch up to Google Search <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> in ad revenues by the end of 2026, thanks to its &#34;gravity-defying ad-revenue performance.&#34;</p><p>Meta&#39;s second-quarter 2025 earnings blew investors out of the water, as the company posted above-consensus revenues and earnings per share, and gave upbeat third-quarter guidance. Ad revenue accounted for $46.6 billion of the total $47.5 billion of revenues during the quarter and grew 21% year-over-year.</p><p>For context, Google Search generated $54.2 billion in the same period, and is expected to do $65.4 billion in the December 2026 quarter, according to FactSet data. The consensus view projects Meta&#39;s advertising business will be in a similar vicinity by the December quarter of 2026, &#34;while we imagine Meta bulls have even more bullish expectations,&#34; Shmulik wrote.</p><p>He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a &#34;two-legged improvement across both engagement and ad performance.&#34;</p><p>This puts Google in defense mode. While Google Ads dominates 45% of the existing digital ad spend, it&#39;s only taking 30 cents of every incremental ad dollar, according to Bernstein. If this trend persists, Meta has a straightforward path to becoming the dominant player in the digital ad industry. Google also has additional risk from ChatGPT and other AI search tools, which help users get answers but hurt search engines that rely on those users clicking on their ads.</p><p>Meta&#39;s strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter&#39;s earnings call, the company revealed that the average price per ad increased by 9%.</p><p>Time spent across Meta&#39;s apps is also increasing due to AI-powered content recommendation systems, further feeding into its ad ecosystem. In the second quarter, time spent on Facebook and Instagram increased by 5% and 6%, respectively.</p><p>Thanks to Meta&#39;s outperformance, the internet and digital ad space are receiving renewed interest from investors, according to Shmulik. Meta has shown that AI can be used to boost revenues through recommendation algorithms that increase engagement and more effective targeted ads. Additionally, AI is also reducing labor costs and helping Meta expand into creative ad design.</p><p>Shmulik sees Meta &#34;leading the charge that &#39;social&#39; platforms could all be AI winners.&#34;</p><p>However, right now &#34;Meta is really the only publicly traded consumer AI play that&#39;s delivering real results,&#34; he added.</p><p>Shmulik has an outperform rating and $900 price target on Meta&#39;s stock, as well as a market-perform rating and $210 target on Alphabet&#39;s.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4598":"佩洛西持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","BK4573":"虚拟现实","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","BK4561":"索罗斯持仓","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0080751232.USD":"富达环球多元动力基金A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","META":"Meta Platforms, Inc.","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4507":"流媒体概念","BK4566":"资本集团","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BK4612":"AI芯片","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","BK4550":"红杉资本持仓","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562730455","content_text":"A shake-up is coming to the digital-advertising industry, as Meta Platforms Inc. is posing a serious challenge to Alphabet Inc.'s Google Search.According to Bernstein analyst Mark Shmulik, Meta (META) is on track to catch up to Google Search $(GOOGL)$ $(GOOG)$ in ad revenues by the end of 2026, thanks to its \"gravity-defying ad-revenue performance.\"Meta's second-quarter 2025 earnings blew investors out of the water, as the company posted above-consensus revenues and earnings per share, and gave upbeat third-quarter guidance. Ad revenue accounted for $46.6 billion of the total $47.5 billion of revenues during the quarter and grew 21% year-over-year.For context, Google Search generated $54.2 billion in the same period, and is expected to do $65.4 billion in the December 2026 quarter, according to FactSet data. The consensus view projects Meta's advertising business will be in a similar vicinity by the December quarter of 2026, \"while we imagine Meta bulls have even more bullish expectations,\" Shmulik wrote.He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a \"two-legged improvement across both engagement and ad performance.\"This puts Google in defense mode. While Google Ads dominates 45% of the existing digital ad spend, it's only taking 30 cents of every incremental ad dollar, according to Bernstein. If this trend persists, Meta has a straightforward path to becoming the dominant player in the digital ad industry. Google also has additional risk from ChatGPT and other AI search tools, which help users get answers but hurt search engines that rely on those users clicking on their ads.Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter's earnings call, the company revealed that the average price per ad increased by 9%.Time spent across Meta's apps is also increasing due to AI-powered content recommendation systems, further feeding into its ad ecosystem. In the second quarter, time spent on Facebook and Instagram increased by 5% and 6%, respectively.Thanks to Meta's outperformance, the internet and digital ad space are receiving renewed interest from investors, according to Shmulik. Meta has shown that AI can be used to boost revenues through recommendation algorithms that increase engagement and more effective targeted ads. Additionally, AI is also reducing labor costs and helping Meta expand into creative ad design.Shmulik sees Meta \"leading the charge that 'social' platforms could all be AI winners.\"However, right now \"Meta is really the only publicly traded consumer AI play that's delivering real results,\" he added.Shmulik has an outperform rating and $900 price target on Meta's stock, as well as a market-perform rating and $210 target on Alphabet's.","news_type":1,"symbols_score_info":{"META":1}},"isVote":1,"tweetType":1,"viewCount":425,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/471821567402720"}