Meta Platforms ( (META) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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Meta Platforms enters the heart of Q4 earnings season with moderate share gains and rising investor expectations, as Wall Street doubles down on its bullish view despite concerns over heavy AI spending. The stock is up about 1.2% in 2025, with the company leaning into artificial intelligence to boost advertising performance across Facebook and Instagram and to drive engagement on newer platforms like Threads. For Q4 FY25, analysts forecast earnings of $8.19 per share, a modest 2.1% increase year over year, but see a far stronger top line: revenue is projected at roughly $58.35 billion, up 20.6%. That combination signals to investors that Meta is still in investment mode—trading near-term margin expansion for faster revenue growth powered by AI and product innovation.
Analysts remain broadly upbeat on the stock. Truist Securities’ Youssef Squali has reiterated a Buy rating with a notably bullish $875 price target, arguing that Meta’s current valuation already bakes in market worries about rising AI and infrastructure costs. He sees the Street underestimating Meta’s long-term growth potential as user engagement and ad monetization continue to improve. Meta Platforms carries a Strong Buy consensus on Wall Street, with an average target around $823–$824, implying roughly 33% upside from recent levels. Among top social media names, both Meta and Pinterest hold Strong Buy ratings, with Meta standing out as a large‑cap play on digital advertising and AI at a time when regulatory pressure is intensifying for rivals like TikTok and investor focus is firmly on who can convert AI spending into sustainable earnings growth.