Wetin dey happen for Meta Platforms? The company wey dem know for Facebook and Instagram don get one big analyst upgrade wey dey make investors dey look well-well. CFRA, one big research firm, just change Meta rating to Strong Buy. This one na big vote of confidence for Meta AI strategy wey dem dey push with serious money.
As of April 9, Meta shares dey trade for $628.39. This price dey far from the 52-week high of $794.38, and e dey below the analyst price target of $860.25. That gap na wetin dey make CFRA call sweet for now. The analyst dem see say Meta AI execution don dey accelerate, and dem believe say the market no don fully price am.
CFRA upgrade dey center on Meta AI execution wey dey move from promise to real action. The company don launch Muse Spark AI model. But the real talk na the money wey dem dey spend. For 2025, Meta spend $72 billion for capital expenditures. For 2026, dem guide say dem go spend between $115 billion and $135 billion. This na serious bet wey management dey make on AI infrastructure.
The core business dey back this bet. Meta Platforms Q4 2025 advertising revenue rise 24% year over year. Ad impressions increase 18%, and average price per ad go up 6%. The family of daily active people reach 3.58 billion, up 7% year over year. This audience na wetin advertisers no fit ignore.
Meta Platforms operate Facebook, Instagram, WhatsApp, Messenger, Threads, and Meta Quest. Full-year 2025 revenue come in at $200.97 billion, up 22% year over year. Q4 EPS of $8.88 beat the $8.22 estimate. Reality Labs division post full-year 2025 operating loss of $19.2 billion, but management expect losses there to gradually reduce.
Why this move matter now? Meta dey trade at forward P/E ratio of 19x. This multiple dey reasonable for company wey dey guide for operating income above 2025 levels despite massive infrastructure spending. The PEG ratio of 0.9 suggest say market no don fully credit the growth runway. Meta Platforms CEO Mark Zuckerberg talk am directly for Q4 earnings call: “We are now seeing a major AI acceleration. I expect 2026 to be a year where this wave accelerates even further on several fronts.”
META stock don pull back 5% year to date even as the underlying business continue to grow. This kind situation dey attract analyst upgrades.
CFRA Strong Buy upgrade reflect view say Meta AI investments dey transition from cost center to competitive advantage. The valuation dey look reasonable relative to growth, and the advertising engine continue to compound. But risks dey real: total costs grow 40% year over year for Q4, long-term debt don rise to $58.7 billion, and EU regulatory headwinds remain unresolved.
Meanwhile, another AI infrastructure player, CoreWeave, just secure multi-year cloud infrastructure partnership with Anthropic to support Claude AI development. Infrastructure deployment go launch in phases starting later this year. CRWV shares surge 4.3% during Friday premarket session after the partnership announcement. This announcement follow Thursday news of $21 billion expansion to CoreWeave Meta Platforms agreement. CoreWeave CEO Michael Intrator talk say, “AI is no longer just about infrastructure, it’s about the platforms that turn models into real-world impact.”
For Chinese AI startup Manus, the $2 billion Meta deal wey suppose be crowning moment don turn to sharp warning. Manus na AI assistant wey dey carry out tasks automatically. The company get investments from U.S. venture capital firm Benchmark, move headquarters from China to Singapore, and shut down Chinese operations. Meta acquire Manus for more than $2 billion for December. But Chinese government begin investigate the acquisition earlier this year, say technology exports and cross-border acquisition must comply with Chinese laws. In March, Financial Times break news say China bar two co-founders of Manus from leaving country as investigation continue. Meta say the deal fully compliant.
For consumer side, Ray-Ban Meta Smart Glasses dey on sale for Amazon. Normally $299, dem dey 25% off, down to $224 for limited time. The glasses get 12 megapixel ultra-wide camera for hands-free video and open-ear speakers for music and podcasts.
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