Meta Platforms Inc. (NASDAQ:META) is riding a new wave of investor enthusiasm, thanks to its bold push into artificial intelligence. At the heart of this strategy lies Meta Superintelligence, CEO Mark Zuckerberg’s long-term vision of developing AI systems that outperform human intelligence across multiple domains.
Following the uneven results of its metaverse pivot, many were skeptical of Zuckerberg’s next big idea. But this time feels different. While the metaverse remained largely theoretical, Meta Superintelligence is built around a real and fast-evolving megatrend — AI — and Meta is placing massive bets on its future.
Big Talent, Bigger Ambitions
Meta has recruited top AI minds to lead this effort, most notably Scale AI founder Alexandr Wang, who now heads the Superintelligence division. The company has also made an aggressive $14.3 billion investment to acquire a 49% stake in Scale AI, securing access to critical data-labeling resources.
At the same time, Meta is making outsized offers — reportedly between $50 million and $100 million — to lure top engineers from competitors like OpenAI and Anthropic. These moves signal Zuckerberg’s intent to win the AI race not just through infrastructure, but by building the strongest team.
Meta’s Video Joint Embedding Predictive Architecture, V-JEPA 2, is one early example of this AI evolution. Designed to model physical reality through video, V-JEPA 2 could soon power features in Instagram Reels, enhancing ad targeting through AI-generated scene descriptions.
Powering AI with Smart Energy
A less flashy but equally important part of the Meta Superintelligence playbook is energy management. The company recently signed a long-term agreement with Constellation Energy (NASDAQ:CEG) to help manage the massive power needs of its data centers. This deal hedges against energy price volatility, ensuring that Meta can scale its AI infrastructure without surprises in operational costs.
Meta plans to spend between $60 billion and $72 billion on capital expenditures in 2025, much of which will go toward building out data centers. That figure alone shows the scale of its ambitions.
Strong Financials Support Innovation
Despite this investment spree, Meta’s financials remain rock-solid. In Q1 2025, the company reported:
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Revenue: $42.3 billion, up 16% YoY
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Earnings per share (EPS): $6.43 vs. $5.24 expected
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Operating margin: 41% vs. 38% a year ago
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Cash from operations: $24.03 billion, up from $19.25 billion
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Total cash: $30.1 billion
Meta has now beaten analyst expectations for nine straight quarters, and its ability to maintain profitability while funding cutting-edge AI projects adds to investor confidence.
For Q2 2025, the company expects revenue between $42.5 billion and $45.5 billion, which would reflect a 12.6% YoY increase at the midpoint. Full-year guidance was slightly lowered to $113–$118 billion, but that hasn’t dimmed Wall Street’s optimism.
Analyst Sentiment: Strong Buy
Analysts remain overwhelmingly bullish on Meta. Of the 54 analysts covering the stock:
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45 rate it a Strong Buy
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3 call it a Moderate Buy
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5 have a Hold rating
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Only 1 recommends a Strong Sell
The average target price is $724.98, slightly above current levels, while the high target of $935 suggests a potential 30% upside.
Bottom Line
Meta Superintelligence is more than a buzzword — it’s a fundamental shift in Meta’s strategy, backed by high-level hires, cutting-edge research, and enormous capital investment. For long-term investors, Meta’s bold AI pivot could mark the beginning of a new growth era. And judging by Wall Street’s reaction, many believe the best is yet to come.
As AI reshapes industries and expectations, Meta Superintelligence may well become one of the defining success stories of this decade.
Its combination of deep financial strength, aggressive innovation, and strategic leadership makes Meta a rare tech stock with both long-term vision and near-term momentum. Investors looking to ride the AI wave may find META stock well-positioned for continued growth and resilience.
Featured Image: Freepik © macrovector
