Meta Platforms (META) is poised to be the next major AI beneficiary, following Google's recent narrative shift and valuation surge. META's $60 billion AI-powered ad suite is driving structural efficiency gains, delivering up to 58% lower costs per purchase and locking in advertiser spend. The company's billion-user data moat and open-source Llama strategy underpin a new high-margin ecosystem, enabling future monetization beyond traditional advertising.
Meta Platforms (NASDAQ:META) stock might have enjoyed a nice late-November relief rally, but shares are still off close to 19% from their highs, and after dipping more than 1% on Monday's session, the recovery bounce might be running out of steam.
Shares of Meta Platforms Inc. (NASDAQ: META) gained 3.87% over the past five trading sessions after gaining 7.19% the five prior.
Meta Platforms (NASDAQ: META) has received an updated outlook from Evercore ISI, with analyst Mark Mahaney reaffirming his ‘Outperform' rating and citing a strengthening core business along with expanding long-term monetization opportunities.
Instagram will require U.S.-based employees to return-to-office five days a week, Meta confirmed on Monday. A Meta spokesperson told CNBC that the new RTO policy only applies to Instagram and not to the company's other family of apps, like Facebook and WhatsApp.
Fears of a spending spree have weighed on shares, but one analyst argues that Meta has the clearest AI payoff among the “Magnificent Seven.”
Meta Platforms (NASDAQ:META ) has been on a terrific run since it bottomed out in late 2022.
Meta Platforms (META) reported earnings 30 days ago. What's next for the stock?
Meta Platforms has a track record of swift rallies. The stock rose more than 50% within a two-month period on six different occasions, notably in 2012 and 2023.
Meta Platforms (META) is attractively valued, with strong fundamentals and resilient growth despite recent stock underperformance and macro headwinds. META's ad business remains robust, benefiting from efficient targeting and global exposure, with currency trends providing a revenue tailwind. Recent earnings were solid, with revenue up 26% YoY and management guiding for continued double-digit growth.
META's ad revenues surge 25.6% in fiscal Q3 2025, fueled by AI upgrades and stronger demand, but competition is heating up.
Shares of Meta Platforms Inc. (NASDAQ: META) gained 7.19% over the past five trading sessions after losing 4.94% the five prior.