META: Meta Shares Soar After Doubling 2025 AI Investment
Warning! GuruFocus has detected 5 Warning Sign with META.
The company highlighted two major AI infrastructure projects. Prometheus, in Ohio, is expected to reach 1 gigawatt of computing power by 2026, while Hyperion in Louisiana could eventually scale to 5 gigawatts. These energy?intensive plans have sparked environmental concerns, including local reports of water shortages tied to existing facilities in Georgia.
Meta posted $47.5 billion in second?quarter revenue, driven by AI?powered advertising tools that enhance translations and video generation. It forecasts Q3 revenue between $47.5 billion and $50.5 billion, even as its Reality Labs unit reported a $4.5 billion loss.
Capital spending is set to rise again in 2026 as Meta continues to pursue personal superintelligence and evaluates selective co?financing deals for new data centers. The massive AI commitment positions the social media giant at the center of the U.S. AI infrastructure race.
Is META a Buy Now?
Based on the one year price targets offered by 61 analysts, the average target price for Meta Platforms Inc is $748.94 with a high estimate of $935.00 and a low estimate of $566.00. The average target implies a upside of +7.73% from the current price of $695.21.
Based on GuruFocus estimates, the estimated GF Value for Meta Platforms Inc in one year is $544.27, suggesting a downside of -21.71% from the current price of $695.21. Gf value is Gurufocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. For deeper insights, visit the forecast page.
This article first appeared on GuruFocus.
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