Meta's Next Idea Could Be Bigger Than The Smartphone [Seeking Alpha]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Seeking Alpha
META's AI-driven ad business is compounding revenue growth, with Advantage+ and Reels generating $60B and $50B annual run rates, respectively. AI CapEx concerns are overblown; META funds investments from a strong cash position and robust free cash flow. Ray-Ban Meta smart glasses could catalyze a major platform shift, creating new hardware-driven revenue streams and long-term optionality. Derick Hudson/iStock Editorial via Getty Images Meta Platforms, Inc. ( META ) stock has declined roughly 11% since its October highs, which to me, looks less like a warning and more like a buying opportunity. Sure, investors were spooked by swelling AI-related CapEx, but Meta is This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have
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META
News
- Meta strikes multiple AI deals with news publishers [CNBC]CNBC
- Elon Musk's X hit with $140 million EU fine for breaching content rules [CNN]CNN
- Forbes Daily: Bill Gates Says USAID Cuts Were A ‘Gigantic Mistake' [Forbes]Forbes
- Meta Platforms (NASDAQ:META) had its "buy" rating reaffirmed by analysts at Rosenblatt Securities. They now have a $1,117.00 price target on the stock.MarketBeat
- Dividend Roundup: Microsoft, UnitedHealth Group, Analog Devices, Nucor, and more [Seeking Alpha]Seeking Alpha
META
Earnings
- 10/29/25 - Miss
META
Sec Filings
- 12/4/25 - Form 4
- 12/3/25 - Form 4
- 12/2/25 - Form 144
- META's page on the SEC website