Meta Platforms, Inc. is an AI winner, driving user growth, engagement, and ad pricing through advanced AI/ML integration. META's ongoing CapEx and R&D are justified as strategic hedges and innovation drivers, supporting long-term competitive positioning. Recent quarters show accelerating engagement and ad impressions, with operating margins reaching 48% in recent quarters (Q4 2024), highlighting scalability and margin potential.
Shares of Meta Platforms Inc. (NASDAQ: META) gained 2.03% over the past five trading sessions after gaining 3.87% the five prior.
An us-versus-them mentality has emerged between Meta's top artificial intelligence team and longtime lieutenants to Mark Zuckerberg.
Meta Platforms is upgraded to Buy, reflecting strong core business metrics and undervaluation relative to historic P/E multiples. META's Family of Apps segment delivers robust profitability, with net profit margin above 30% and ROIC exceeding 23%, underscoring competitive advantage. Heavy CapEx—$62.7B TTM, 84% of net profit—targets AI and Reality Labs, but success in Reality Labs remains elusive and is a key risk.
Sheryl Sandberg, former Facebook COO, joins 'Power Lunch' to discuss why it appears women are losing ground the workplace.
Meta Platforms (NASDAQ:META) is spending heavily to advance its position in the AI race, perhaps far too heavily, such that the firm might be at risk of wasting cash that would have been better spent on other initiatives.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is developing a new artificial intelligence model, codenamed Avocado, as a potential successor to its Llama series, according to a CNBC report. The model, which is expected to launch in the first quarter of 2026, represents a shift toward a more proprietary approach compared with the open-source Llama family.
Meta is pursuing a new frontier AI model, codenamed Avocado, that could be proprietary instead of open source, CNBC has learned. The company is trying to keep pace with AI rivals OpenAI and Google after spending $14.3 billion to bring in the founder of Scale AI and a handful of top researchers and engineers.
Meta has agreed to offer users in Europe more choice about seeing personalized ads. The European Commission (EC) announced that agreement Monday (Dec. 8), six months after fining the tech giant over its “consent or pay” model that allows ad-free services for a fee.
Recently, Zacks.com users have been paying close attention to Meta Platforms (META). This makes it worthwhile to examine what the stock has in store.
Meta Platforms (NASDAQ:META) shares are back on the ascent after briefly dipping below 25% from peak levels, thanks in part to a calming of the tech and AI waters, as well as recent news that the firm is looking to trim its metaverse budget by around 30%.
Meta has committed to give Facebook and Instagram users in the European Union a choice when it comes to personalised ads, in line with the EU's Digital Markets Act, the European Commission said on Monday.