Meta Is Sitting On The World's Largest Dataset For Human Behavior

Meta Platforms is initiated with a strong buy rating, citing misunderstood AI potential and a compelling forward P/E of 21.8. META’s unmatched dataset on passive human behavior underpins a unique AI advantage, supporting superior ad targeting and future AI model development. AI-driven ad innovations like Meta Advantage+ are already reducing acquisition costs, while new subscription products offer meaningful revenue diversification. I set a price target of $811.20, reflecting a 19.8% upside, but regulatory and data privacy risks remain material to the investment thesis.

Introduction Meta (META) stock has fallen by a pretty miserable 12.7% over the last year. This is due to legal and regulatory issues, along with market concerns about the huge capital expenditures in AI. However, I believe