Meta Platforms Inc. Targets 2026 Revenue of $199.46 Billion with Nuclear Expansion Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy META?
Source: Benzinga
- Strategic Rating Maintained: Rosenblatt analyst Barton Crockett maintains a Buy rating on Meta with a price target of $111.7, implying a 77% upside from the January 13 closing price of $63.09, reflecting confidence in Meta's long-term AI growth strategy.
- Nuclear and Compute Plans: Meta aims to increase its nuclear capacity to 7.7 GW over the next decade from approximately 5 GW today, with the construction of mega-plants like Hyperion and Prometheus, indicating the company's ambition for energy self-sufficiency.
- Advertising and Financial Outlook: Meta anticipates Q4 2025 sales growth of 17% to 24%, with Crockett noting strong holiday sales performance that may exceed expectations, while Reality Labs is projected to generate around $2.227 billion in revenue in 2025 despite facing over $17 billion in operating losses.
- Job Cuts and Cost Savings: Meta's 10% to 15% job cuts in the Reality unit are expected to save between $500 million and $1 billion, and combined with the anticipated growth in AR glasses sales, this could help narrow losses in 2026, demonstrating a dual strategy of cost control and market demand responsiveness.
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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: 643.220
Low
655.15
Averages
824.71
High
1117
Current: 643.220
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.
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- User Experience Risks: The patent suggests that users could continue to post content posthumously, which may negatively impact other users, particularly on an emotional level, leading to a decline in trust towards the platform.
- Future Strategic Considerations: While Meta has no current plans to implement this technology, the existence of the patent indicates that the company may consider leveraging it for commercialization in the future, particularly in the realms of digital legacy and virtual memorialization.
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See More
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- Recovery in China: After facing export restrictions, Nvidia's sales to China have been approved again, and although an export tax will apply, this market's recovery is expected to significantly enhance the company's revenue and profitability in FY 2027.
- Analyst Optimism: Wall Street analysts forecast Nvidia's growth rate to reach 65% in FY 2027, with earnings per share (EPS) expected to rise from $4.69 to $7.74, providing strong support for the stock price.
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See More
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- Learning Method Comparison: LeCun emphasized that humans and animals learn through observation and interaction, building 'mental models' to predict outcomes, whereas AI has yet to effectively navigate the complex and unpredictable real world, making robots and self-driving cars less capable than human learners.
- Education and Global Progress: LeCun believes AI should serve as a tool to amplify human intelligence and improve access to knowledge, akin to the impact of the printing press, particularly in countries with young, educated populations like India and parts of Africa, which could lead in AI innovation if they invest in talent and infrastructure.
- Future Outlook: As a leading figure in artificial intelligence, LeCun's insights highlight the potential of AI in education and global progress, suggesting that despite current technological limitations, the future development of AI remains promising.
See More
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- Data Center CPU Procurement: This deal marks a significant advancement for Nvidia in the data center CPU market, as Meta, despite developing its own chips, has chosen Nvidia as the backbone of its AI infrastructure, indicating its pursuit of high-performance products.
- Market Competition Landscape: Meta's move alleviates investor concerns about Nvidia losing market share, demonstrating that even amidst a diversified supply chain, Nvidia remains the preferred supplier in the AI space, boosting market optimism regarding Nvidia's upcoming chip launches.
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See More
