12:17 PM EDT, 04/30/2026 (MT Newswires) -- Meta Platforms (META) may outperform expectations in Q2 as it shows more ads across its platforms and rolls out improvements to its recommendation and advertising tools, UBS Securities said Thursday in a report.

While shares of Meta's megacap peers have benefited from recent deals and product announcements, UBS said Meta remains unique because only its operating and capital spending assumptions are fully reflected in models, while the potential revenue benefits are not.

UBS increased its 2026 earnings estimate for Meta to $32.67 from $30.35. Analysts polled by FactSet expect $31.43.

The firm also raised its 2026 revenue estimate to $252.3 billion from $251.6 billion. Analysts project $251.3 billion.

UBS lowered its price target on Meta stock to $865 from $908 and maintained its buy rating.

Price: 608.64, Change: -60.48, Percent Change: -9.04