Meta Platforms is being highlighted as an “AI-first” infrastructure giant by analysts, though the stock saw a modest pullback in after-hours trading, settling slightly below its recent close of $664.45.
- Projected 2025 capital expenditures are estimated near $70–72 billion, focusing on data centers, NVIDIA B200 clusters, and custom MTIA chips, fueling investor debate over CapEx versus ROI.
- Recent analysis points to strong financial performance, including revenue growth of about 26% year over year to $51.2 billion in Q3 2025, despite ongoing significant losses from Reality Labs.
- Wall Street sentiment remains cautiously bullish, though tempered by ongoing capex concerns and selective analyst downgrades.