According to CNBC, Meta Platforms could lose $7 billion in ad revenue this year due to Trump’s China tariffs. The analysts said Chinese e-commerce giants like Temu and Shein, core advertisers on Facebook and Instagram, are slashing U.S. ad budgets amid escalating trade tensions. Analysts warned that a prolonged recession combined with tariff impacts could cut Meta’s 2025 ad revenue by over $20 billion and reduce earnings by 25%. MoffettNathanson analysts continue to rate Meta as a Buy but have lowered their target price.
