July 31st – Meta 
Meta Stocks surged 10% in pre-market trading on Thursday after the company announced plans to double its 2025 artificial intelligence investment to up to $72 billion. Aggressive spending aims to signal Meta's resolve to employ data centers, servers and AI talents and dominate the next computing.
The company highlighted two major AI infrastructure projects. Ohio's Prometheus is expected to reach 1 gigawatt of computing power by 2026, while Louisiana's Hyperion can ultimately scale to 5 gigawatts. These energy plans raised environmental concerns, including on-site reports of water shortages associated with existing Georgia facilities.
Is Meta AI to enhance translation and video generation? It recorded $47.5 billion in second quarter revenues driven by onboard advertising tools. Even if the Reality Labs unit reports a loss of $4.5 billion, its third quarter revenue is projected between $47.5 billion and $50.5 billion.
Capital expenditures are set to rise again in 2026 as Meta continues to pursue personal emergency and evaluate selective funding transactions in new data centers. The massive AI commitment positions the social media giant at the heart of the US AI infrastructure race.
Are you buying Meta now?
Based on a one-year price target provided by 61 analysts, Meta Platforms Inc's average target price is $748.94, with a high estimate of $935.00 and an estimate of $566.00. The average target means +7.73% upside from the current price of 695.21.
Based on Gurufocus' estimates, Meta Platforms Inc's estimated GF value over the year is $544.27, suggesting a downside of -21.71% from the current price of $695.21. GF value is an estimate of the fair value glufocus that the stock should be traded. This is calculated based on the historical multiples that the stock has previously traded, similar to future estimates of past business growth and business performance that the stock has previously traded. For deeper insights, see our forecast page.
