Meta Acquires Singapore AI Firm Manus Valued Over $2 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 30 2025
0mins
Should l Buy META?
Source: Benzinga
- Acquisition Strategy: Meta Platforms Inc. has acquired Singapore-based AI company Manus for over $2 billion, aiming to transform its years of heavy AI investment into a profitable business, thereby enhancing its competitive position in the AI sector.
- Revenue Potential: Manus previously generated an annual revenue run rate of approximately $125 million from business subscriptions, and this acquisition will provide Meta with a new revenue stream while facilitating its transition from chatbots to more complex 'do-the-work' AI tools.
- Market Reaction: Meta reported strong third-quarter earnings with an adjusted EPS of $7.25 and revenue of $51.24 billion, exceeding market expectations, indicating the potential returns from its AI investments.
- Future Outlook: Meta projects fourth-quarter revenue between $56 billion and $59 billion, reflecting confidence in future growth and suggesting that its ongoing investments in AI will further drive performance improvements.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy META?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 637.250
Low
655.15
Averages
824.71
High
1117
Current: 637.250
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Stablecoin Revival: Meta Platforms Inc. is reportedly planning to revive its stablecoin efforts later this year, potentially partnering with Stripe Inc. for a pilot, indicating the company's ongoing exploration in the digital payments sector.
- Request for Proposal: Meta has issued a Request for Product (RFP) to third-party vendors to facilitate a payment system pegged to the U.S. dollar, a move that could enhance its competitiveness in the fintech space.
- Technology Integration Plans: The company aims to integrate technology with a vendor to implement the payments system and a new wallet, which not only enhances user experience but also lays the groundwork for future digital currency applications.
- Market Reaction: Despite the new plans, Meta's shares fell over 1% in Tuesday's opening trade, and retail sentiment on Stocktwits trended bearish, reflecting market caution regarding its stablecoin initiatives.
See More
- Software Stock Bounce: The S&P 500 rebounded on Tuesday, buoyed by a recovery in beleaguered enterprise software stocks, with Salesforce jumping over 3.5%, alleviating some of the recent declines driven by AI disruption concerns, indicating a renewed market confidence in the company.
- AMD and Meta Partnership: Advanced Micro Devices (AMD) saw a 7% increase in shares due to its AI chip deal with Meta Platforms, highlighting the company's strengthened competitive position in the AI sector, which could drive future revenue growth.
- Eli Lilly Faces Price Competition: Eli Lilly's shares dipped modestly as competitor Novo Nordisk announced up to a 50% price cut on its GLP-1 drugs Ozempic and Wegovy, reflecting market unease over price wars, although analysts believe Lilly's products still hold a competitive edge.
- Optimistic Outlook for TJX: TJX is well-positioned ahead of its earnings report, as consumers continue to be drawn to the treasure hunt experience of finding quality brands at bargain prices, with Jim Cramer noting the company's tendency to under-promise and over-deliver on earnings, showcasing its market resilience.
See More
- BOJ Developments: Japanese Prime Minister Takaichi's meeting with BOJ Governor Ueda, where concerns over rate hikes were expressed, highlights government vigilance regarding monetary policy changes, potentially impacting investor confidence and market liquidity.
- Money Flow Analysis: With portfolios heavily concentrated in the Magnificent Seven stocks, early trading shows positive money flows into Microsoft, Alphabet, and Apple, indicating sustained market optimism towards these tech giants.
- ETF Performance Monitoring: Early trading reveals positive money flows in the SPDR S&P 500 ETF and Invesco QQQ Trust, suggesting strong investor confidence in the overall market and tech stocks, which may drive related indices higher.
- Bitcoin Market Trends: Bitcoin is experiencing selling pressure, leading to a downturn in market sentiment, particularly affecting momentum-driven investors, which could influence their investment strategies and risk appetite.
See More
- Investment Strategy Shift: Druckenmiller's family office increased its Amazon stake by 69% to approximately $170 million in Q4 2025, reflecting confidence in the company's growth potential despite a 9% decline in stock price over the past year.
- Capital Expenditure Plans: Amazon plans to invest a staggering $200 billion in capital expenditures in 2026, primarily for building data centers and infrastructure to support the growing demand for AI computing, a strategy that, while under market return pressure, underscores the company's commitment to future technological advancements.
- Meta Stock Sale: Druckenmiller sold his position in Meta during Q4, despite the company's strong performance in AI advertising; Meta's stock has fallen 11% over the past year, indicating Druckenmiller's sensitivity to short-term market fluctuations.
- Market Competition Risks: While Meta benefits significantly from AI in advertising, it faces competitive pressures from social platforms like TikTok, and investors are concerned about Zuckerberg's substantial spending, particularly the Reality Labs division's massive losses since 2020.
See More
- Druckenmiller's Strategy: In Q4 2025, Stanley Druckenmiller's family office eliminated its position in Meta Platforms, reflecting dissatisfaction with the stock's short-term performance, as Meta's shares fell about 11% over the past year, indicating market concerns over its AI strategy.
- Amazon Position Increase: During the same quarter, Druckenmiller increased his investment in Amazon by 69% to approximately $170 million and purchased 100,000 call options, despite Amazon's stock declining 9% over the past year, showcasing its strong leadership in e-commerce and cloud computing.
- Capital Expenditure Plans: Amazon plans to invest a staggering $200 billion in capital expenditures in 2026, primarily for building data centers to support AI computing demand, although the market remains cautious about large AI-related spending, this investment could lay the groundwork for future growth.
- AI and Competitive Risks: Meta's potential in AI is becoming evident, particularly in its advertising business, but it faces pressure from competitors like TikTok, and investors are concerned about Zuckerberg's significant spending, especially the substantial losses incurred in the metaverse division.
See More
Meta's Current Status: Meta Platforms, represented by Andy Stone, confirmed that there is currently no stablecoin available on their platform.
Future Plans: The company plans to relaunch stablecoin operations in the second half of 2026, aiming to facilitate payments for individuals and businesses.
Payment Flexibility: The upcoming stablecoin will allow users to make payments using their preferred methods on Meta's platform.
Business as Usual: Despite the absence of a stablecoin, Meta continues to operate normally in its other business areas.
See More











