Strong Investments-Led Growth Keeps Meta (META) in Buy Zone, Cantor Stays Bullish

Meta Platforms Inc. (NASDAQ:META) is one of the best big tech stocks to buy right now. The company posted a strong second quarter in 2025, driven by solid performance in its core advertising business and tight control over expenses. Revenue rose 22% year-over-year to $47.5 billion, helped by an 11% increase in ad impressions and a 9% gain in average ad prices. Operating income climbed 38% to $20.4 billion, pushing the operating margin to 43%.

User engagement remains a key growth pillar, with daily active people across the Family of Apps reaching 3.48 billion in June, up 6% from last year.

Strong Investments-Led Growth Keeps Meta (META) in Buy Zone, Cantor Stays Bullish

Photo by Jakob Owens on Unsplash

Moreover, capital investment remains a strategic priority for the company, with $17 billion spent in Q2 alone and full-year 2025 capex now guided to $66-$72 billion. These investments should support the company’s AI initiatives and in expanding its platform capacity to handle rising demand.

For the third quarter, management expects revenue between $47.5 billion and $50.5 billion. While the outlook for the fourth quarter calls for slower growth due to tough year-over-year comparisons with Q4 2024, the company’s guidance reflects confidence in its ability to keep delivering steady results despite regulatory and competitive pressures.

Regarding analyst activity, a Needham analyst, who rates the stock Hold, recently raised concerns over per-employee metrics such as free cash flow and stock-based compensation per employee. However, the stock currently enjoys mostly positive opinions. On that note, on August 13, Cantor Fitzgerald analyst Deepak Mathivanan reiterated a Buy rating on Meta with a price target of $920.

Meta Platforms Inc. (NASDAQ:META) operates major social media services, including Facebook, Instagram, WhatsApp, Messenger, and Threads, along with virtual reality products like Oculus headsets.

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. This article is originally published at Insider Monkey.