Recently, Meta Platforms (META) has garnered attention on Wall Street, particularly following its acquisition of AI agent startup Manus, which aims to enhance practical AI integration across its platforms. As a leader in social networking with a daily user base exceeding 3.5 billion, Meta’s focus on AI and the metaverse positions it uniquely against pure-play AI startups. In 2025, META’s stock rebounded over 13% year-to-date, supported by strong ad sales, despite its valuation appearing stretched compared to sector medians.
Meta reported Q3 revenue of $51.24 billion, up 26% year-over-year, although increased AI spending raised concerns about future costs. Analysts remain optimistic: Morgan Stanley maintains an “Overweight” rating with a price target of $853, while Goldman Sachs places a “Buy” rating with a target of $870. Despite some cautious outlooks, consensus remains a “Strong Buy,” underscoring potential growth in AI-driven advertising.
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