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Meta Platforms (META): Among the Tech Stocks to Buy According to Goldman Sachs

We recently published a list of Goldman Sachs Tech Stocks: 10 Stocks to Buy. In this article, we are going to take a look at where Meta Platforms, Inc. (NASDAQ:META) stands against other top Goldman Sachs tech stocks to buy.

The technology sector delivered a strong performance in 2024, driven by chip companies, which played a pivotal role in supporting artificial intelligence (AI) infrastructure. Despite a slowdown in the second half of the year due to concerns over high valuations and the AI development timeline, technology remained one of the best-performing sectors as of mid-December. According to Goldman Sachs Research, as of September 2024, U.S. technology stocks have not entered a financial bubble, despite their rapid ascent fueled by AI enthusiasm. Instead, their growth has been underpinned by strong financial fundamentals, with the global tech sector’s earnings per share rising by approximately 400% since the Great Financial Crisis, far outpacing the broader market.

However, 2025 has presented new challenges for tech stocks. As of March 5, the Information Technology and Communication Services sectors declined by 4.42%, weighing down the broader index. Market volatility has particularly impacted the “Magnificent Seven” tech giants, which collectively lost approximately $2.7 trillion in market value over 50 days. On March 18th, Reuters reported that major U.S. indices, experienced further declines due to economic uncertainties and Federal Reserve policy expectations, reinforcing concerns about tech sector stability.

Despite short-term headwinds, the broader technology outlook remains positive. Deloitte’s 2025 Technology Industry Outlook projects a 9.3% increase in global IT spending, with data center and software segments anticipated to achieve double-digit growth. AI spending is expected to expand at a compound annual growth rate of 29% through 2028, indicating strong long-term demand. A 2024 Morgan Stanley analysis further suggests that hedge funds have increasingly added long positions in technology, media, and telecom (TMT) stocks, particularly in the semiconductor and software sectors, reflecting continued institutional confidence.

While AI-driven investments initially centered on data center infrastructure, Goldman Sachs analysts predict a shift toward software companies as AI monetization matures. The focus is expected to transition from AI model training to inferencing, where applications generate revenue, leading to further software sector expansion. Despite emerging AI competitors such as DeepSeek, major cloud computing and tech firms are ramping up AI-related capital expenditures in pursuit of artificial general intelligence (AGI).

Nevertheless, investors should prepare for further market volatility. Reuters reports that hedge funds exited U.S. tech and media stocks at the fastest pace in six months by February 21, reflecting shifting institutional strategies. Warren Buffett’s Berkshire Hathaway’s portfolio adjustments indicate a slight underweighting of technology stocks.

As the technology sector navigates both structural growth opportunities and near-term market turbulence, investors must weigh AI-driven innovation against macroeconomic risks. Goldman Sachs has identified key tech stocks poised for future growth, offering strategic opportunities in an evolving landscape. This article will examine 10 Goldman Sachs tech stocks that present compelling investment cases in 2025.

Our Methodology

To develop our list of Goldman Sachs Tech Stocks: 10 Stocks to Buy, we ranked the top current holdings of the Goldman Sachs US Technology Opportunities Equity Portfolio according to the highest number of hedge funds ownerships. We have used Insider Monkey’s exclusive proprietary Q4 2024 database of hedge funds to arrive at our rankings.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Owners – 235

Meta Platforms, Inc. (NASDAQ:META), formerly known as Facebook Inc., is a leading provider of social networking, advertising, and business insight solutions. Through its major products such as Facebook, Instagram, Messenger, WhatsApp, and Oculus, Meta connects billions of users worldwide, facilitating personal communication and enabling businesses to reach global audiences.

In Q4 of 2024, Meta Platforms, Inc. (NASDAQ:META) reported a year-over-year revenue increase of 20.63%, outperforming several of its industry peers.

As of March 1, 2025, Meta’s stock has declined approximately 18% from its mid-February record high, yet it remains the only member of the “Magnificent Seven” mega-cap technology stocks to be in positive territory for 2025, up nearly 4% year-to-date.

Despite recent stock fluctuations, Meta Platforms, Inc. (NASDAQ:META) continues to invest heavily in artificial intelligence (AI) and virtual reality (VR). Notably, the company is developing Llama 4, a voice-powered AI aimed at competing with OpenAI and Google, enhancing digital user experiences. Financially, it maintains a strong balance sheet with $77.8 billion in cash and marketable securities, providing a solid foundation for ongoing investments and innovation. Meta Platforms Inc. (NASDAQ:META) reported a trailing twelve-month (TTM) revenue of $164.5 billion, with an average price target of $762.48 from 73 analyst ratings, 86% of which indicate a Strong Buy.

Overall META ranks 3rd on our list of Goldman Sachs tech stocks: 10 stocks to buy. While we acknowledge the potential for 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 but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…