Meta Platform (META) stocks have so far increased by over 21% in 2025, surpassing expectations and beating several epic counterparts. Key tech stocks have reached an AI-focused plan this year, leveraging the growing sector and the revenue that comes with it. Currently trading near record labels, meta appears to be one of the most successful AI stock options of the year.
During the quarterly revenue call in March, other major tech companies either maintained AI CAPEX guidance or induced spending to reduce in the future, while Meta raised the 2025 CAPEX guidance from $640 billion to $72 billion, up from $600 billion to $72 billion compared to the previous $600 billion to $6.5 million guidance. The company has raised its investment in data centers and overall AI development. “We will continue to increase our investments and continue to concentrate more resources on AI,” Zuckerberg said in the call to revenue. As a result, investors were bullish in meta stocks, leading their stock to their best record.
Additionally, during a first quarter revenue call, Meta said the monthly user count for AI Digital Assistant is currently at around 1 billion. According to Zuckerberg, AI leads to increased user engagement and “improvement of advertising.” He listed business message and meta AI as other growth drivers
Furthermore, meta investments in AI on a IT-scale scale have also proven to be highly profitable. The Facebook developer acquired a 49% stake in Scale AI in June, hiring founder Alexandr Wang and other employees in the process. In addition to these major acquisitions, Mark Zuckerberg and Meta are actively working to put the company in a position to control with AI, recruiting several other notable figures in this space. In fact, the company hired former Github CEO Nat Friedman. Nat Friedman leads the company’s Superintelligence Labs along with Alexandr Wang. Meta also plummeted to Google, Openai and several AI executives of humanity.
After a recent rally, Meta is currently trading very close to an average target price of $722.96. According to BarChart, the stock has a consensus rating of “strong buy” that actively covers the stock from 54 analysts. Compared to this year’s Microsoft and Google rivals, this year’s profits and innovations are extremely promising. That spending is high, but Meta’s revenues have rebutted enough to deserve all AI investments.
