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Tariffs Give Big Tech a Free Pass on 2025 Earnings

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The tech earnings reset is right now being shaped by the current tariff situation, and many large companies such as Meta, Microsoft, and Google are adjusting their forecasts accordingly. At the time of writing, financial analysts at Jefferies are suggesting that these market disruptions actually provide an opportunity for the tech giants to lower their 2025 projections. Meta stock forecast figures and also Microsoft earnings 2025 numbers are currently being revised downward while Google stock guidance is also changing amid the uncertainty. Also Read: Pi Network: How to Be a Millionaire at $2.10 by 2025 & Beyond Tariff Shocks Let Big Tech Reset 2025 Forecasts and Stock Outlook Source: Reuters Price Targets Cut Amid Uncertainty Jefferies analysts said this in their recent note: “Lower estimates that are more achievable tend to improve investor sentiment and, ultimately, lead to better share performance.” The ongoing tech earnings reset includes, among other changes, a rather s...