Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks Hit with New Analyst Ratings.On August 26, Bernstein analyst Mark Shmulik gave his thoughts on digital ad winners, battleground stocks, and the major question of whether Meta can close the gap with Google. The firm has an Outperform rating on the stock with a $900 price target.
The firm is bullish on the stock considering its robust AI efforts. The tech giant’s core AI investment is paying off, but they come at a cost.
Nevertheless, it believes that Meta is the only publicly traded Consumer AI play that’s delivering real results, and that its believes that “core AI gains continue.”
“Meta’s revenue grew 22% Y/Y in Q2, and the Q3 revenue guidance of $47.5-50.5B, or 17-24% Y/Y (16-23% FxN), was far beyond the most bullish bogey. Impressions and price growth were both strong as AI efforts to drive deeper consumer engagement and improvement advertiser efficacy paid off. Meta’s Core AI investment is clearly paying off, but these investments come at a cost, with 2025 expense/CapEx guidance up by ~$1B/$2B, at the top end, respectively. Management also commented that expenses are likely growing 20%+ Y/Y in 2026 tied to all those AI hires and server depreciation, while CapEx is set to grow another $30B Y/Y to ~$100B.”
“If core performance can continue at this level and there’s visible progress towards Superintelligence with traction across any of Meta AI, Business messaging, or Wearables, there’s no telling what the ceiling is for Meta. Right now, in our view, Meta is really the only publicly traded Consumer AI play that’s delivering real results, and we’re believers core AI gains continue. The risk of overinvestment with Meta is an understandable risk, however Meta’s steep cuts to staffing and spending levels in 2022 when market conditions dictated are the market for a company’s response when required – we trust them to do the same if things stall out on the GenAI side. We remain Outperform.”
When asked about when Meta will catch Google in search, the firm stated that “Meta is on pace to catch Google Search in ad revenues by the end of 2026.”
While we acknowledge the risk and potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than META and that has 10,000% upside potential, check out our report about this cheapest AI stock.
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
Do the math. According to Musk, this technology could be worth $250 trillion by 2040.
Put another way, that’s roughly equal to:
175 Teslas
107 Amazons
140 Metas
84 Googles
65 Microsofts
And 55 Nvidias
And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.
It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.
Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
How could anything be worth that much?
The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.
And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.
What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.
In fact, Verge argues this company’s supercheap AI technology should concern rivals.
Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.
Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.
When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.
Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…
But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.
And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…
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