Meta Platforms Inc Stock Price, News & Analysis

Meta (NASDAQ:META) has signed four new clean energy agreements with Invenergy, adding 791 megawatts (MW) of solar and wind energy capacity to support its data center operations and AI initiatives. This nearly doubles their previous partnership, bringing the total to 1,800 MW.

The new agreements include four facilities across Ohio, Arkansas, and Texas, with operations expected to begin between 2027-2028. The largest facility, Yellow Wood Solar Energy Center in Ohio, will provide 300 MW of capacity. The electricity will be delivered to local grids, with Meta receiving clean energy credits for the new generation capacity.

Integral Ad Science (IAS) has launched new AI-powered contextual category reporting for Meta Platforms, enhancing measurement capabilities across Facebook and Instagram Feed and Reels. The solution expands IAS's Total Media Quality (TMQ) offering, providing advertisers with detailed brand safety and suitability measurement through frame-by-frame analysis of video images, audio, and text. The new reporting aligns with IAS's Content Block List optimization solution and offers over 46 contextual categories available in 34 languages. Key features include greater transparency in content adjacency, measurement reporting parity with Content Block Lists, and expanded categories covering topics like Politics, Natural Disasters, and Religion. This launch builds on IAS's previous developments, including Content Block Lists introduction in October 2024 and misinformation category expansion in April 2024.

Scale AI announced a major investment from Meta Platforms that values the company at over $29 billion. The deal includes an expanded commercial partnership to accelerate Scale's data solutions deployment. Scale's founder and CEO Alexandr Wang is joining Meta's AI team while remaining on Scale's Board. Jason Droege, Scale's Chief Strategy Officer who joined in September 2024, has been appointed Interim CEO. The investment proceeds will be used to accelerate innovation, strengthen partnerships, and provide liquidity to Scale shareholders. Meta will hold a minority stake, while Scale maintains its independence as an AI solutions provider. The company will continue its partnerships with AI labs, enterprises, and governments to deliver data and technology solutions.

Meta Platforms (META) has announced its quarterly cash dividend of $0.525 per share for both Class A and Class B common stock. The dividend will be paid on June 26, 2025, to shareholders who are registered as stockholders by the close of business on June 16, 2025.

Leading proxy advisors ISS and Glass Lewis have recommended Meta (NASDAQ: META) shareholders vote FOR Proposal 8, a JLens-sponsored shareholder proposal aimed at combating hateful content. The proposal, titled "Report on Hate Targeting Marginalized Communities," requests Meta to prepare a detailed report on its policies, practices, and effectiveness in addressing hate content, particularly focusing on antisemitism, anti-LGBTQ+, and anti-disability hate across Facebook and Instagram. The proposal comes after Meta's Oversight Board questioned the company's rollback of content moderation policies in April 2025. The report would evaluate moderation adequacy, enforcement mechanisms, user protection, ad policies, and transparency efforts, with findings to be made public within one year.

Meta reported strong Q1 2025 financial results with revenue reaching $42.31 billion, up 16% year-over-year. The company's net income surged 35% to $16.64 billion, with earnings per share of $6.43.

Key highlights include a growing user base of 3.43 billion daily active people, a 5% increase in ad impressions, and a 10% rise in average price per ad. Meta AI reached nearly 1 billion monthly active users.

Looking ahead, Meta expects Q2 2025 revenue between $42.5-45.5 billion and has lowered its full-year expense outlook to $113-118 billion. However, the company faces regulatory challenges in the EU regarding its subscription model, which could impact European business significantly by Q3 2025.

Meta Platforms (NASDAQ: META) shareholders are being urged by JLens and the Anti-Defamation League (ADL) to support Shareholder Proposal 8 at the upcoming May 28, 2025 annual meeting. The proposal requests a detailed report on Meta's policies and effectiveness in combating hate content, particularly antisemitism, on its platforms.

The proposal comes amid concerning statistics: antisemitic incidents in the U.S. reached a record 9,354 in 2024, up 5% from 2023. According to ADL's research, Facebook has been the platform where Americans most frequently experience harassment for five consecutive years, with 41% of Jewish adults reporting they modified their online behavior to avoid being identified as Jewish.

Meta's own Oversight Board recently questioned the company's rollback of content moderation policies, suggesting potential risks to user safety. With over $150 billion in annual revenue primarily from advertising, stakeholders argue that inadequate content moderation could impact user trust, advertiser relationships, and shareholder value.

BetterInvesting Magazine has selected Meta Platforms (NASDAQ:META) as its 'Stock to Study' for the June/July 2025 double issue, prompting investors to evaluate whether the stock is overvalued or presents a buying opportunity. The magazine's Editorial Advisory and Securities Review Committee will provide a comprehensive analysis of Meta's fundamental data, including sales, earnings, pre-tax profit, and return on equity.

In the same issue, Alphabet Inc. (NASDAQ: GOOG) will receive a fundamental review, with the committee suggesting it merits investigation from an undervalued perspective. The committee comprises six CFA professionals: Daniel J. Boyle, Marisa Bradbury, Philip Keating, Walter J. Kirchberger, Anne Nichols, and Dan Rutter.

Meta Platforms (META) has scheduled its Q1 2025 earnings release for Wednesday, April 30, 2025, after market close. The company will host a conference call at 2 p.m. PT / 5 p.m. ET on the same day to discuss the results.

The earnings webcast will be accessible through Meta's Investor Relations website at investor.atmeta.com, where visitors can find the earnings release, financial tables, and presentation slides. A replay and transcripts of analyst calls will be available on the same platform.

The company also disclosed that material non-public information will be shared through investor.atmeta.com, meta.com/news, and Mark Zuckerberg's social media profiles on Facebook, Instagram, and Threads.