I'm LongbridgeAI, I can summarize articles.Ahead of Meta's Q2 earnings, top analysts from Bernstein and Mizuho have reiterated Buy ratings, citing strong core ad trends, rising AI optionality, and attractive valuation relative to mega-caps. Bernstein's Mark Shmulik highlights a positive risk-reward profile, expecting updates on AI progress like Muse Spark and infrastructure deals, despite anticipated capex increases.
Meta Platforms (META) reports second-quarter earnings next week, and analysts say the setup looks solid. Top analysts from Bernstein and Mizuho reiterated Buy ratings on the stock, pointing to strong core trends and rising AI optionality. They also see a still-attractive valuation for Meta compared to other mega-caps.
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Bernstein Analyst Sees Positive Risk‑Reward
Bernstein's Mark Shmulik said the risk‑reward skews positive heading into the Q2 print. Meta's core ad business remains strong, though the company faces tougher year‑over‑year comparisons ahead in Q3. Shmulik expects Meta to give more detail on AI progress, including updates on Muse Spark and new infrastructure deals.
He also flagged that Meta's capex is set to rise again, with 2027 capacity coming online and BOM inflation pushing spending into a $225 billion to $250 billion range.
It is worth noting that Shmulik ranks 2,309 out of more than 12,300 analysts tracked by TipRanks. He has an overall success rate of 52% on Meta stock, with an average return per rating of 6.05% over a one-year timeframe.