10 AI Analyst Calls You Should Pay Attention To

3. Meta Platforms Inc (NASDAQ:META)

Number of Hedge Fund Investors: 260

In January, Jim Cramer said during a program on CNBC that he wanted to own Meta Platforms Inc (NASDAQ:META) shares because of the company’s AI capabilities. Cramer said at the time that Meta was using AI to improve its ads business. The stock was trading at around $645 as of Cramer’s comments. As of September 22, Meta Platforms Inc (NASDAQ:META) stock price stands at $778, having gained about 30% so far this year.

“I’ve got to tell you, you want to own this stock. New AI capabilities, capex, return on investment really terrific, and first time I’ve finally seen look potential for spend shift from TikTok disruption. I think they are going to be the big winner if it’s shut down or if the president owns it with another entity. They are using AI to be able to develop fabulous ad packages, and I think that if you want to build your business right now, Instagram has never been better. Individuals who want to live their dream, go to Instagram, start it, start your business, you’ll do well.”

First Eagle Global Fund stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its second quarter 2025 investor letter:

“Meta Platforms, Inc. (NASDAQ:META)—the parent company of Facebook, Instagram and WhatsApp, among other social-media platforms—reported strong revenue and earnings growth during the quarter, driven by increases in both ad impressions and price per ad. The company continued to aggressively invest and hire in AI, even as it develops its core advertising businesses. We believe these results demonstrate Meta’s ability to focus on both profitability and efficiency in conjunction with ongoing investments in the core ad business, the metaverse and other AI applications.”