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Meta Platforms Inc. (META): Strong Growth and Solid Ratings Highlight Long-Term Potential

Meta Platforms Inc. (NASDAQ:META) is one of the best blue chip stocks to buy for the long term. On February 27, Moody’s Ratings affirmed Meta Platforms Inc.’s (NASDAQ:META) Aa3 long-term issuer rating, Aa3 senior unsecured notes ratings, and (P)Aa3 senior unsecured shelf rating, and also maintained a stable outlook. The action follows Meta’s strong operating performance revealed in the Q4 FY2025 earnings report.

Meta holds the leading position in non-search digital advertising, said Moody’s, a position that is supported by a global user base of approximately 3.6 billion daily active people across Facebook, Instagram, WhatsApp, and Messenger. This is why the firm reiterated the ratings across the board. Moody’s also cited robust operating performance, strong execution, conservative credit metrics, and substantial liquidity as another key pillar supporting the rating.

Moody’s projects Meta will grow revenue by more than 20% in 2026 and 18% in 2027. This is roughly twice the expected growth rate of the broader digital advertising market. However, Moody’s expects Meta’s elevated capex to result in limited to no free cash flow generation over the next two years.

Meanwhile, Meta shared its Q4 and full-year 2025 earnings on January 28 in which it brought in $59.9 billion in quarterly revenue. This was up 24% year on year and comfortably beat Wall Street’s estimate of $58.4 billion. For the full year, revenue hit $200.97 billion, up 22% year over year, and crossed $200 billion for the first time. Management said the revenue growth was due to more ads being shown and higher prices per ad. Quarterly EPS came in at $8.88, up 11% year over year, and surpassed the $8.19 that Wall Street anticipated.

Meta said that it expects Q1 FY2026 revenue to range from $53.5-$56.5 billion, which is above the analyst consensus of around $51.3 billion. CFO Susan Li attributed this to “strong demand we observed at the end of Q4 and continuing into the beginning of 2026.”

Meta Platforms Inc. (NASDAQ:META) develops and operates social networking and messaging applications, including Facebook, Instagram, WhatsApp, and Messenger. The company generates revenue primarily through digital advertising across its platforms and invests in emerging technologies such as artificial intelligence and virtual reality through its Reality Labs division.

While we acknowledge the potential of META as an investment, 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 the cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 11 Best Italian Stocks to Buy in 2026..

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this 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…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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