Meta's AI Spending Could Unlock 'Abundant Revenue,' Analyst Says

What's Going On With Meta Platforms Stock Thursday? - Meta Platforms (NASDAQ:META) - Benzinga Benzinga España Italia 대한민국 日本 Français My Account Login SPY 768.56 0.07% QQQ 716.25 - BTC/USD 71917.67 3.776% DIA 533.38 0.17% GLD 411.66 0.53% TLT 82.58 0.53% Get Benzinga Pro Data & APIs Events Premarket Advertise Contribute España Italia 대한민국 日本 Français Login Register Benzinga Premium Services Benzinga Edge Benzinga Pro Benzinga Research Benzinga APIs Financial News Financial News Large Cap Stocks Small-Cap Stocks Insider Trades Earnings Technology AI News Personal Finance ETF News Crypto News Dividend News Latest Rumors Latest Offerings News Investment Ideas Investment Ideas Stock of the Day Stock Whisper Index Analyst Ratings Analyst Color Financial Advisors Government Trades Trading Ideas Stock Screener Markets Markets Premarket Movers After Hours Options ETFs Commodities Prediction Markets Private Markets Bonds Futures Forex Top Stocks Top Stocks Apple (AAPL) Tesla (TSLA) Amazon (AMZN) Nvidia (NVDA) Alphabet (GOOGL) Meta Platforms (META) Microsoft (MSFT) StreetTracks Gold Shares (GLD) IBIT Bitcoin Trust (IBIT) Top Value Stocks Top Momentum Stocks Top Growth Stocks Top Quality Stocks Learn Learn Investing Guides Personal Finance Mortgages Best Credit Cards Best Dividend Stocks Best Swing Trade Stocks Investment Ideas Investment Ideas Stock of the Day Stock Whisper Index Analyst Ratings Analyst Color Financial Advisors Government Trades Trading Ideas Stock Screener Markets Markets Premarket Movers After Hours Options ETFs Commodities Prediction Markets Private Markets Bonds Futures Forex Top Stocks Top Stocks Apple (AAPL) Tesla (TSLA) Amazon (AMZN) Nvidia (NVDA) Alphabet (GOOGL) Meta Platforms (META) Microsoft (MSFT) StreetTracks Gold Shares (GLD) IBIT Bitcoin Trust (IBIT) Top Value Stocks Top Momentum Stocks Top Growth Stocks Top Quality Stocks Learn Learn Investing Guides Personal Finance Mortgages Best Credit Cards Best Dividend Stocks Best Swing Trade Stocks Research My Stocks Tools Free Benzinga Pro Trial Calendars Analyst Ratings Calendar Conference Call Calendar Dividend Calendar Earnings Calendar Economic Calendar Events Calendar FDA Calendar Guidance Calendar IPO Calendar M&A Calendar Unusual Options Activity Calendar SPAC Calendar Stock Split Calendar Trade Ideas Stock Reports Insider Trades Trade Idea Feed Analyst Ratings Unusual Options Activity Heatmaps Free Newsletter Government Trades Perfect Stock Portfolio Easy Income Portfolio Short Interest Most Shorted Largest Increase Largest Decrease Calculators Options Profit Calculator Margin Calculator Forex Profit Calculator 100x Options Profit Calculator Covered Call Calculator Cash-Secured Put Calculator Long Call Calculator Long Put Calculator Screeners Stock Screener Top Momentum Stocks Top Quality Stocks Top Value Stocks Top Growth Stocks Compare Best Stocks Best Momentum Stocks Best Quality Stocks Best Value Stocks Best Growth Stocks Markets SPY 768.56 0.07% QQQ 716.25 - BTC/USD 71917.67 3.776% DIA 533.38 0.17% GLD 411.66 0.53% TLT 82.58 0.53% August 20, 2026 5:37 AM 3 min read Meta's AI Spending Could Unlock 'Abundant Revenue,' Analyst Says Meta Platforms Inc. (NASDAQ: META ) stock traded higher by almost 1% during Thursday’s premarket session as risk appetite firms up into the open. Nasdaq futures are up 0.56% while S&P 500 futures have gained 0.09%. The Big Tech giant is scaling its AI infrastructure and developing new ways to monetize artificial intelligence as it looks to strengthen advertising growth, expand revenue sources and eventually improve margins despite elevated capital spending. Jones Sees AI Driving Top-Line Growth BNP Paribas analyst Nick Jones expects Meta to continue delivering robust revenue growth as it monetizes its AI investments. The analyst reiterated an Outperform rating on Meta with an $855 price forecast, implying about 57% upside from the stock’s Aug. 18 price of $543.70. Latest Private Market Opportunities Join 400,000+ Investors He said Meta’s aggressive AI investments could generate “abundant revenue” over time, helping justify the company’s rising capital spending. He sees durable growth in the company’s core advertising business, complemented over time by subscription revenue, a potential cloud offering and fees from allowing external customers to use Meta’s AI models. Jones said Meta currently needs all of its computing capacity internally and does not expect excess capacity in the near term. Management views monetizing AI intelligence as financially more attractive than selling raw computing power. Meta could offer cloud capacity if its internal requirements fall short of expectations, although management expects any such arrangements to remain short-term or strategic. SMB Advertising Offers Another Growth Opportunity Jones highlighted Meta’s opportunity among small and medium-sized businesses. Management believes AI-powered tools can help smaller companies create more personalized adver