Monness analyst Brian White has maintained their bullish stance on META stock, giving a Buy rating today.
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Brian White has given his Buy rating due to a combination of factors that underscore Meta’s strong strategic and financial positioning despite elevated AI investment. He notes that even with substantial spending on artificial intelligence initiatives, Meta has executed well operationally, with 2025 revenue and operating profit projections now higher than they were at the start of the year. The company’s legal overhang has eased after it emerged unharmed from a key FTC antitrust case, and White believes Meta remains structurally well placed to ride the ongoing shift toward digital advertising, extend the scale of its platforms, and capitalize on AI-driven innovation, even as macroeconomic and regulatory risks persist.
At the same time, White acknowledges that Meta’s aggressive AI build-out and related cost trajectory in 2026 will require careful management, but he views these investments as laying the groundwork for long-term value creation. The formation of Meta Superintelligence Labs and the integration of advanced models across Meta’s ecosystem are expected to enhance user engagement, improve ad performance, and support new products and experiences. Meta’s AI-enabled ad tools are already contributing meaningfully to revenue, and planned model consolidation across Facebook, Instagram, and the ad stack should further boost efficiency and monetization. In White’s view, the market is overly focused on near-term spending while underappreciating the durable growth and profitability that Meta’s AI strategy can unlock, justifying a Buy rating.
White covers the Technology sector, focusing on stocks such as Salesforce, Oracle, and Elastic. According to TipRanks, White has an average return of 16.0% and a 66.60% success rate on recommended stocks.
In another report released today, Bank of America Securities also maintained a Buy rating on the stock with a $810.00 price target.