<div id="readability-page-1"><div><ul> <li>In the past week, the Global Signal Exchange announced that Meta Platforms and Microsoft have joined its network as partners and data providers, strengthening industry collaboration to combat online scams, fraud, and abuse, while Meta also reported strong quarterly results, robust ad revenue growth, and enhancements to its fundraising tools for nonprofits via new platform integrations.</li> <li>Meta's participation in joint anti-fraud initiatives and ongoing AI advancements highlight its expanding operational scope and commitment to enhancing both platform security and monetization for a global user base.</li> <li>We'll examine how Meta's entry into large-scale industry collaborations to fight digital fraud could influence the company's investment narrative.</li> </ul><p>Rare earth metals are the new gold rush. Find out which 26 stocks are leading the charge.</p><h2>Meta Platforms Investment Narrative Recap</h2><p> To be a long-term Meta Platforms investor today, you need to believe in the company’s ability to turn its scale in social platforms and AI-driven advertising into sustained earnings growth and competitive resilience. The recent news of Meta joining the Global Signal Exchange to combat online scams is a positive sign for operational trust and platform reputation, but it does not have a material effect on the primary short-term catalyst, increasing ad monetization through AI advancements, nor does it directly resolve the most pressing risks, such as higher costs and regulatory uncertainty. </p> <p> Among recent announcements, Meta’s robust Q2 results stand out, with revenue of US$47.52 billion and net income of US$18.34 billion, highlighting solid progress against revenue growth expectations and ongoing margin improvement. This financial performance supports confidence in the company’s AI monetization catalyst, setting a foundation for sustained earnings expansion, even as spending on infrastructure and innovation continues to climb. </p> <p> In contrast, investors should also be aware that despite these strengths, the risk of rising operating expenses exceeding revenue growth remains front of mind… </p> <p>Read the full narrative on Meta Platforms (it's free!)</p><p>Meta Platforms' narrative projects $275.3 billion in revenue and $92.0 billion in earnings by 2028. This requires 15.5% yearly revenue growth and a $20.5 billion earnings increase from the current $71.5 billion.</p><p>Uncover how Meta Platforms' forecasts yield a $858.63 fair value, a 12% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/8acbc59a-0ec5-42d1-9f7b-6d31abd4421e/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/8acbc59a-0ec5-42d1-9f7b-6d31abd4421e/chart/community-fair-value"/><figcaption>META Community Fair Values as at Aug 2025</figcaption></figure> <p> Eighty-nine private investors in the Simply Wall St Community set fair value estimates for Meta Platforms ranging from US$527.02 to US$1,056.01. While many are bullish on AI-driven advertising, opinions split widely on whether increased investment and regulatory changes might weigh on future returns. </p><p>Explore 89 other fair value estimates on Meta Platforms - why the stock might be worth 31% less than the current price!</p><h2>Build Your Own Meta Platforms Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Meta Platforms research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free Meta Platforms research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Meta Platforms' overall financial health at a glance.</li></ul><h2>Curious About Other Options?</h2><p>Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:</p><ul><li>These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.</li><li>We've found 18 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</li><li>The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

How Investors Are Reacting To Meta Platforms (META) Joining Industry-Wide Effort to Fight Digital Fraud