Meta Platforms Inc Class A (META)
Meta's AWS Moment May Be Here
Meta Platforms has underperformed the S&P 500, declining 15% over the past year. The main culprit is Meta's aggressive investments in AI infrastructure. I believe that AI investments are already enhancing META's core advertising business through improved engagement, ad inventory, and monetization. However, my focus in this analysis is on something completely different. I believe the market will continue to turn a blind eye to expected AI-driven improvements in Q2 in the absence of any commentary regarding a direct AI revenue channel.
The Price to Finance the AI Data Center Boom Is Rising, Just Ask Meta
Meta's data-center project priced a $12.5 billion offering with a higher interest rate than a similar deal last year, as AI companies flood the market with new debt.
Meta Is Fighting a Mountain of Social-Media Lawsuits—at Just the Wrong Time
In the midst of an expensive AI transformation, the company is grappling with litigation that could cost it billions and force painful changes.
Meta Wants AI to Become Every Employee's Coworker
Meta is trying every angle it has to make its artificial intelligence (AI) bet pay off. It has spent more than $100 billion building the infrastructure.
Meta disregarded its own research on teen harm, Tennessee tells jury
Attorneys for the state of Tennessee told a jury in Nashville on Monday that Meta Platforms' leadership disregarded internal research about its Instagram platform's impact on teenagers as the company sought to maximize profit from young users.
Meta Platforms: Time To Be Greedy
Meta Platforms, Inc. is attractively valued ahead of Q2 earnings, trading at 17–18x forward earnings versus historical norms above 20x. META has a robust track record of beating earnings expectations, with 13 consecutive quarters of outperformance and potential for another beat this quarter. Revenue growth is driven by user expansion, ad pricing power, and increased ad volume, while capital expenditures—primarily for AI—are not seen as a financial threat.
Meta Reports Earnings Wednesday. Here's How Much Traders Expect Its Stock to Move
Meta Platforms is slated to post its quarterly earnings after markets close Wednesday, with traders pricing in a sizable move from the social media giant's stock.
Meta Q2 Earnings Loom: Buy, Sell or Hold META Stock Ahead of Results?
Meta heads into Q2 earnings with strong ad growth and AI-driven gains, but rising costs, heavy capex and a stretched valuation cloud the outlook.
Threads users can now chat with Meta AI in their DMs
Meta on Monday said it is rolling out its Meta AI chatbot within Threads' DMs, giving users a way to chat with the AI assistant.
Meta Can Absorb Capex Trouble, That Is Why I Am Buying This Week
I hit the buy button on Meta Platforms (NASDAQ:META | META Price Prediction) again last week, and I will hit it again this week if the capex conversation around Wednesday's earnings knocks the stock down further.
More AI Fatigue? Why I'm Doubly Confident To Load Up on Meta Before Earnings on July 29
I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the “AI fatigue” selloff that pushed the stock down 8.79% in the past week just made me do it again.
Meta Earnings Put AI Spending and Ad Growth Back in Focus
Meta Platforms TodayMETAMeta Platforms$595.19 0.00 (0.00%) As of 07/24/2026 04:00 PM Eastern52-Week Range$520.26▼$796.25Dividend Yield0.35%P/E Ratio21.64Price Target$835.64Add to WatchlistMeta Platform's NASDAQ: META Q2 2026 financial results are quickly approaching, with the company set to release earnings on July 29 after the market close. Despite being down more than 8% year to date, the Magnificent Seven giant has recently seen its share price surge.
