Meta: The AI Roadmap Remains Underappreciated

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Nov. 17, 2025 11:53 PM ETMeta Platforms, Inc. (META) Stock, META:CA StockMETA, META:CAJack Elias581 FollowersCommentsSummaryMeta's advertising business remains incredibly strong, with improving engagement metrics and ad prices along with accelerating adoption of AI tools like Advantage+.The firm is currently in the middle of a very heavy CapEx cycle that will pressure margins over the near term but will likely improve sales in the future.The pros appear to vastly outweigh the cons for Meta, and my DCF model indicates the stock is significantly undervalued, especially following the recent sell-off.Kira-Yan/iStock Editorial via Getty ImagesIntroduction:Meta Platforms (META) (META:CA) has continued to strengthen its positioning as one of the single most dominant technology companies in the world today. The company's massive user base, along with its ever-improvingThis article was written byJack Elias581 FollowersHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a student at Arizona State University with a strong interest in technology and financial markets. I primarily focus on analyzing tech companies, specifically those involved in the AI infrastructure build out, cloud computing, and overall digital transformation. My personal investing approach is rooted in understanding both the fundamentals of the business along with the future growth trajectory. I aim to identify businesses whose intrinsic value is higher than the current market value of shares.Through consistent research and analysis, I believe that I've developed an understanding of how technology and global markets intersect, and I enjoy translating complex financial and technical trends into straightforward investment ideas.Analyst’s Disclosure:I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments