Meta Platforms Inc Class A (META)
The lone bear on Meta's stock foresaw its struggles — and sees more trouble ahead
BNP Paribas's Stefan Slowinski warned about Meta's unchecked AI spending. Now he thinks the stock's recent selloff is just the beginning.
Meta: No Need To Worry About AI CapEx
Meta underperformed the S&P due to investor concerns over rising CapEx for AI investments, echoing past Metaverse worries. There, however, is one key difference to the 2022 metaverse sell-off, making the company a compelling pick right now. By underlying the market growth rate and the compressed cash conversion caused by the AI CapEx, Meta looks nevertheless undervalued by 33%.
Meta to Invest $600 Billion to Build AI Data Centers in US
Meta will invest $600 billion in the United States by 2028 to build artificial intelligence (AI) data centers. “As the importance of AI grows, so will the importance of data centers,” the company said in a Friday (Nov. 7) press release.
Why Meta Is the Stock to Watch This Earnings Season
What an earnings season it's been for mega-cap tech stocks. Earnings beats, guidance raises, and expectations of future revenue and profit growth led many of the most closely-watched tech giants to see some meaningful price appreciation following the release of their results.
The Smartest Growth Stock to Buy With $1,000 Right Now
Meta Platforms is experiencing strong momentum in its social media platforms. Revenue grew 26% year over year in Q3, as Meta is benefiting from AI-driven advertising.
Meta plans $600 billion US spend as AI data centers expand
Meta Platforms on Friday said it will invest $600 billion in U.S. infrastructure and jobs over the next three years, including artificial intelligence data centers, as the social media giant races to build infrastructure to power its AI ambitions.
Meta's stock is the new ‘Magnificent Seven' doormat. Should you buy the dip?
Shares have slumped 17% since the company signaled aggressive AI spending ahead. While some are concerned, others see a prime buying opportunity.
Meta: One-Trick Pony Or The Smartest AI Play Nobody Understands?
Meta remains an advertising-driven business, leveraging AI primarily for ad targeting and user engagement across its Family of Apps. Meta's significant AI investments lack a direct monetization product, making high CapEx riskier compared to peers like MSFT, AMZN, and GOOG. Despite regulatory headwinds and heavy spending, EBITDA is expected to grow 18% annually, though free cash flow will decline due to CapEx.
After 16% Fall, Analysts Eye a Big Recovery in Meta Platforms
Shares dropped by over 11% on Oct. 30 as investors reacted to the company's Q3 2025 earnings and commentary. This was the biggest down move the Magnificent Seven stock has seen after an earnings report since Q3 2022.
Meta estimates that it earns 10% of its revenue from scams, report says
Last year, Meta projected that 10% of its overall annual revenue — $16 billion — would come from fraudulent advertisements on its apps, according to a report from Reuters.
Meta reportedly projected 10% of 2024 sales came from scam, fraud ads
Meta projected that 10% of its overall sales in 2024, or about $16 billion, came from running online ads for scams and banned goods, according to a Thursday report from Reuters. That included ads for "fraudulent e-commerce and investment schemes, illegal online casinos and the sale of banned medical products," the report said based on internal Meta documents.
Meta Platforms (NASDAQ: META) Stock Price Prediction for 2025: Where Will It Be in 1 Year (Nov 6)
This year, one of the better performers among the Magnificent 7 had been Meta Platforms Inc.
