Is Buying Meta Platforms (META) the Meta?

September 26, 2025

Written by Arjun Shekdar

In the past few weeks, Meta Platforms has made several strategic moves that clearly demonstrate why it might be one of the stronger tech companies to invest in at this moment, especially when compared to some of its peers in the industry.

Meta (META), the parent company of Facebook, Instagram, and WhatsApp, recently released its Q2 2025 earnings report. The company reported revenue of about $40.6 billion, which was up more than 15% from last year. Advertising sales, which make up most of Meta’s income, grew by double digits as businesses kept spending money to reach users on Instagram and Facebook. This is impressive because many other ad-driven companies have struggled with slowing growth. Meta’s strong ad results show that it is holding its place as one of the most important platforms for marketers.

Another area that has increasingly gained significant attention is Meta’s aggressive push into the field of artificial intelligence. Over the past few years, Meta has been investing billions of dollars into AI technologies to enhance the intelligence and overall appeal of its wide range of products. One of the latest innovations introduced by the company is “Meta AI,” a sophisticated digital assistant that is now integrated into popular platforms such as Facebook, Instagram, and WhatsApp. According to Meta, this AI assistant will support users in completing various everyday tasks, including writing content, shopping online, and quickly finding relevant information. Additionally, Meta leverages AI to improve the precision of its ad targeting efforts, which is a key factor contributing to the recent acceleration in growth of its advertising business. As artificial intelligence continues to reshape numerous industries on a global scale, Meta’s early and sizable investment in this technology appears poised to continue delivering strong returns in the future.

Meta has also been working on its longer-term vision with virtual and augmented reality. While the metaverse idea is still developing, its Reality Labs division just launched the Quest 3 headset, which is getting better reviews than earlier versions. Even though Reality Labs is losing money right now, Meta believes that being one of the leaders in virtual reality could eventually give it a big advantage as that market grows. Investors seem more patient with these losses lately because the main ad business is performing so well.

The stock market has reacted positively to these updates. Meta shares recently climbed to their highest point in more than a year, boosted by analysts who raised their price targets. Several banks now project the stock could go higher as ad sales keep rebounding and AI tools expand. This suggests that investors are starting to see Meta not just as a social media company, but as a leader in both advertising and artificial intelligence.

On top of this, Meta has been cutting costs and running more efficiently. Last year, the company announced major layoffs and reductions in spending, and those changes are helping profits improve now. With a strong core ad business, exciting AI developments, progress in virtual reality, and better cost control, Meta looks well-positioned to stay ahead of many of its competitors.

Putting all of this together—revenue growth, new AI tools, stronger stock performance, cost cutting, and leadership in both social media and virtual reality—Meta seems like a strong buy. While there are still risks from competition and regulation, the company looks prepared to keep growing in the months and years ahead.

Sources:

-“Meta Reports Second Quarter 2025 Results.” Meta Platforms Investor Relations, 30 July 2025

-Molina, Brett. “Meta Launches AI Assistant on Facebook, Instagram and WhatsApp.” USA Today, 18 Sept. 2025

-Leswing, Kif. “Meta’s Quest 3 Headset Gets Strong Early Reviews.” CNBC, 10 Sept. 2025

-“Meta Stock Soars as Analysts Raise Price Targets on Ad Growth and AI Push.” Reuters, 2 Sept. 2025