There was no denying that tech giant Meta Platforms (META) was huge on artificial intelligence (AI) in 2024. But what does 2025 look like? More of the same, notes a report from CNBC, and a lot more of it. The “pressure builds in 2025,” the report notes, and AI will likely be a big part of that pressure. Meta shares were up over 2% in Monday afternoon’s trading.
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Meta’s top priority is now artificial intelligence, the report noted, and since Meta is so clearly focused therein, analysts are already looking for better results to come out of it as well. In fact, Meta plans to double down, spending up to $10 billion more on “infrastructure investments” to support that AI strategy, making it abundantly clear that AI is, increasingly, Meta’s future.
But even as Meta made clear its plans to push into AI even harder, the reasons for the push are also pretty clear. Meta noted that AI has a “…positive impact on nearly all aspects of our work,” including even its online advertising business, which had taken a bit of a hit going all the way back to 2021. That year, Apple (AAPL) released a privacy update to iOS that left Meta on the back foot in terms of tracking and verifying audiences.
But Not Just AI
Though clearly, AI is the priority at Meta for 2025, it will have other projects in play. However, it is clear that even these are at least tangentially related to AI. The Ray-Ban smart glasses are still coming along, and a new wrinkle has emerged: internal displays.
We found out just last week about the Ray-Ban smart glasses and their ability to translate other languages via screen transmission or built-in speakers. Some likely wondered why a closed-caption style effect was not available, and as it turns out, it may be. Meta wants to add displays to the smart glasses, and may be able to get these new glasses in stores sometime in the second half of 2025, noted a Financial Times report.
Is Meta Platforms a Buy, Sell or Hold?
Turning to Wall Street, analysts have a Strong Buy consensus rating on META stock based on 40 Buys, three Holds, and one Sell assigned in the past three months, as indicated by the graphic below. After a 69.51% rally in its share price over the past year, the average META price target of $671.43 per share implies 12.22% upside potential.
