Bullish Analyst Sentiment on Meta Platforms (META) Amid AI Wearables Acquisition and Next-Generation Hardware Plans

With significant hedge fund interest and upside potential, Meta Platforms, Inc. (NASDAQ:META) secures a spot on our list of the 15 best AI stocks to watch in December 2025.

Bullish Analyst Sentiment on Meta Platforms (META) Amid AI Wearables Acquisition and Next-Generation Hardware Plans

As of December 8, 2025, roughly 90% of analysts remain bullish on Meta Platforms, Inc. (NASDAQ:META) with a median price target of $845.00. The consensus price target implies 26.72% upside.

On December 5, 2025, Rosenblatt Securities’ Barton Crockett reiterated a “Buy” rating on Meta Platforms, Inc. (NASDAQ:META) with a $1,117 price target.

Earlier on December 5, 2025, Meta Platforms, Inc. (NASDAQ:META) acquired the AI-wearables startup Limitless. The startup is known for its pendant-style device that boasts the capability to record conversations and generate searchable transcripts. Reinforcing the company’s existing partnerships with EssilorLuxottica brands, Ray-Ban, and Oakley for smart glasses, the acquisition is in line with Meta’s vision to deliver “personal superintelligence.”

Meta Platforms, Inc. (NASDAQ:META) plans to accelerate its next-generation device development by leveraging Limitless’ technology. Furthermore, the recent hiring of longtime Apple design executive Alan Dye signals the company’s increased focus on consumer hardware. Under the revised privacy terms, existing Limitless users will continue to receive support, while new sales will cease. Previously, the startup raised over $33 million from investors, including Sam Altman and A16z.

Moreover, on December 3, 2025, Meta Platforms, Inc. (NASDAQ:META)’s board declared a quarterly cash dividend of $0.525 per share, payable on December 23 to shareholders of record on December 15. This demonstrates the company’s continued shareholder returns amid massive AI investment plans.

Meta Platforms, Inc. (NASDAQ:META) is focused on developing AI-powered social platforms and immersive technologies, including Messenger, Instagram, and WhatsApp.

While we acknowledge the potential of META to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than META and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None.