Morgan Stanley Maintains Buy Rating on Meta Platforms (META) Stock

Meta Platforms, Inc. (NASDAQ:META) is one of the Best Stocks to Invest in for the Next 5 Years. On September 9, analyst Brian Nowak from Morgan Stanley maintained a “Buy” rating on the company’s stock, keeping the price objective at $850.00. The analyst’s rating is backed by a combination of factors demonstrating Meta Platforms, Inc. (NASDAQ:META)’s growth potential and resilience. One of the critical reasons is the expected $600 billion investment in the US by 2028, which has already been factored into the financial models.

Furthermore, the analyst noted that this investment is unlikely to negatively impact EPS or FCF. This is because it is aligned with Meta Platforms, Inc. (NASDAQ:META)’s operational and capital expenditure plans, mainly in the US, where many of its major offices and R&D efforts are located. The analyst also highlighted the importance of Meta Platforms, Inc. (NASDAQ:META)’s ongoing advancements in GPU-enabled machine learning, which can fuel significant improvements in user engagement and revenue. The analyst believes that expansion of models and recommendation tools, together with enhancements in video and content discoverability, are the growth drivers over the long term.

First Eagle Investments, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:

“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.”

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