"CFRA's upgrade centers on Meta's accelerating AI execution, with the firm noting that the company launched the Muse Spark AI model and is significantly investing in AI infrastructure."
"Meta's Q4 2025 advertising revenue rose 24% year over year, with ad impressions up 18% and average price per ad up 6%, indicating strong demand from advertisers."
"Despite a full-year operating loss of $19.2 billion in Reality Labs, management expects losses to gradually decline, which supports the overall positive outlook for Meta's growth."
CFRA raised its rating for Meta Platforms to Strong Buy, highlighting the company's strong AI execution and substantial infrastructure investments. Meta's stock is currently trading below its 52-week high and analyst price targets, making the upgrade compelling. The company reported a 24% increase in advertising revenue for Q4 2025, with a growing user base of 3.58 billion daily active users. Despite losses in Reality Labs, management anticipates a gradual decline in losses, supporting the positive outlook for Meta's future growth.
Read at 24/7 Wall St.
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