Meta Platforms (META) Begins Construction on 30th Data Center in Wisconsin
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 12 2025
0mins
Should l Buy META?
Source: TipRanks
New Data Center Announcement: Meta Platforms is constructing its 30th data center in Beaver Dam, Wisconsin, focusing on advanced AI research and applications, with an investment exceeding $1 billion.
Job Creation and Community Support: The project will create over 100 operational jobs and employ 1,000 construction workers, alongside a $15 million donation to local energy assistance and plans for community grants.
Environmental Initiatives: Meta is partnering with Ducks Unlimited to restore 570 acres of wetlands and prairie around the data center, with 175 acres being deeded for conservation efforts.
Positive Analyst Ratings: Meta's stock holds a consensus Strong Buy rating from 42 analysts, with an average price target suggesting a potential upside of 38.51%.
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: 649.810
Low
655.15
Averages
824.71
High
1117
Current: 649.810
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.
Meta Reports Strong Earnings Amid Rising Capex Concerns
- Strong Earnings: Meta reported a 24% revenue growth in Q4 2025, beating market expectations, although the stock has drifted lower post-earnings, indicating investor concerns over future spending.
- Surge in Capex: The capital expenditure forecast for 2026 has been raised to between $115 billion and $135 billion, nearly doubling the $72.2 billion spent in 2025, leading to a divide among investors regarding the sustainability of this spending plan.
- Robust User Growth: Meta's Family of Apps now boasts 3.58 billion daily active users, representing 43% of the global population, showcasing effective AI application in its advertising business with an 18% increase in ad impressions.
- Strong Profitability: Meta anticipates Q1 2026 revenues between $53.5 billion and $56.5 billion, implying growth rates as high as 34%, and despite spending pressures, the company maintains strong cash flow and profitability metrics.
See More
Doha Emerges as a Global Hub for AI Discussions
- Global AI Summit: The Web Summit in Doha attracted over 30,000 founders, investors, and experts, establishing itself as a global hub for AI discussions and showcasing the Middle East's rise in the global AI landscape.
- Innovation Sandbox: Qatar Foundation Chairperson Sheikha Moza bint Nasser described the event as a 'sandbox of innovation,' highlighting AI's potential to empower small businesses and drive economic growth, particularly as large enterprises face implementation challenges.
- Energy and Data Infrastructure: Attendees discussed the resilience of supply chains, energy systems, and data infrastructure amid rising geopolitical tensions, emphasizing the need for governments to ensure supply and diversification of computing capabilities to meet the demands of the information age.
- Investment Opportunities: Qatar's Prime Minister announced an additional $2 billion for the Qatar Investment Authority's Fund of Funds program, bringing total committed capital to $3 billion, supporting 12 regional and international fund managers, reflecting the country's ambition and potential in global AI investments.
See More
Billionaire Bill Ackman's Investment Strategy
- Amazon Investment Analysis: Bill Ackman's 13% stake in Amazon is driven by its strong e-commerce and cloud computing presence, with expected earnings growth of 17% annually over the next three years, making the current 28 times earnings valuation appear reasonable.
- AI-Driven Growth: Amazon's development of hundreds of generative AI applications has improved retail operational efficiency, with a 1.5 percentage point increase in operating margin in Q4 and a 24% growth in cloud services sales, highlighting the positive impact of AI investments.
- Meta Platforms Investment Outlook: Ackman's 10% investment in Meta benefits from its position as the second-largest ad tech company globally, leveraging AI to enhance ad performance, with a 6% year-over-year increase in ad prices in Q4 indicating strong advertiser demand.
- Smart Glasses Market Opportunity: Meta dominates the smart glasses market with over 70% share, and spending is forecasted to grow at 60% annually, presenting long-term growth opportunities through the integration of superintelligence systems.
See More
Anthropic CEO Warns of AI Investment Risks
- Investment Risk Warning: Anthropic CEO Dario Amodei warns that even a slight miscalculation in AI investment timing could lead to bankruptcy, particularly as rivals pour hundreds of billions into data centers, highlighting the intense market competition.
- Cautious Spending Strategy: Amodei emphasizes that while powerful AI models are expected to emerge within one to two years, the timeline for revenue realization remains uncertain, potentially taking one to five years, making early massive capital commitments highly risky.
- Massive Spending Plans: Anthropic plans to invest $50 billion in U.S. AI infrastructure, focusing on data centers in Texas and New York, while competitors like Amazon, Alphabet, and Meta are budgeting significantly more at $200 billion, $185 billion, and $135 billion respectively, indicating fierce funding competition in the industry.
- Surge in Market Demand: According to the Semiconductor Industry Association, global chip sales are projected to reach $791.7 billion in 2025 and grow by 26% in 2026, indicating that AI demand is driving rapid growth across the entire sector.
See More
U.S. Secretary of State Reaffirms Support for Europe at Munich Security Conference
- Reaffirmation of U.S.-Europe Relations: U.S. Secretary of State Marco Rubio emphasized at the Munich Security Conference that “we want Europe to be strong,” indicating a commitment to repairing relations and enhancing cooperation on security and economic fronts.
- Inflation Data Decline: The U.S. consumer price index rose 2.4% year-on-year in January, down from 2.7% in December, with core CPI at 2.5%, the lowest since April 2021, suggesting that if this trend continues, it could pave the way for lower interest rates and positively impact markets.
- Japan's Economic Recovery: Japan's GDP grew by 0.1% in the fourth quarter, missing the expected 0.4% but reversing a 0.7% contraction in the previous quarter, indicating potential for economic recovery and avoiding a technical recession.
- Surge in Cryptocurrency Crime: Cryptocurrency payments linked to suspected human trafficking surged by 85% in 2025, highlighting the expansion of a criminal ecosystem in Southeast Asia, which may prompt regulatory scrutiny and responses.
See More
UK Government Pushes for Internet Regulation
- Expanded Regulatory Powers: UK Prime Minister Keir Starmer announced that the government will seek broader authority to regulate internet access, allowing for policy reviews within months instead of years, thereby accelerating the response to emerging digital risks.
- Social Media Ban Review: The government is considering a ban on social media access for children under 16, similar to Australia's policy, with Spain, Greece, and Slovenia also evaluating similar proposals, highlighting a global focus on online safety for children.
- AI and Age Verification: The UK government plans to widen laws banning the creation of sexualized images without consent to include more AI chatbots, reflecting concerns over ethical and legal challenges posed by new technologies in the digital landscape.
- International Cooperation and Security: U.S. Secretary of State Marco Rubio reaffirmed America's commitment to the transatlantic alliance at the Munich Security Conference, warning that Europe must take greater responsibility for its security, underscoring the urgency of international cooperation in security matters.
See More
Meta Reports Strong Earnings Amid Rising Capex Concerns
- Strong Earnings: Meta reported a 24% revenue growth in Q4 2025, beating market expectations, although the stock has drifted lower post-earnings, indicating investor concerns over future spending.
- Surge in Capex: The capital expenditure forecast for 2026 has been raised to between $115 billion and $135 billion, nearly doubling the $72.2 billion spent in 2025, leading to a divide among investors regarding the sustainability of this spending plan.
- Robust User Growth: Meta's Family of Apps now boasts 3.58 billion daily active users, representing 43% of the global population, showcasing effective AI application in its advertising business with an 18% increase in ad impressions.
- Strong Profitability: Meta anticipates Q1 2026 revenues between $53.5 billion and $56.5 billion, implying growth rates as high as 34%, and despite spending pressures, the company maintains strong cash flow and profitability metrics.
See More
Doha Emerges as a Global Hub for AI Discussions
- Global AI Summit: The Web Summit in Doha attracted over 30,000 founders, investors, and experts, establishing itself as a global hub for AI discussions and showcasing the Middle East's rise in the global AI landscape.
- Innovation Sandbox: Qatar Foundation Chairperson Sheikha Moza bint Nasser described the event as a 'sandbox of innovation,' highlighting AI's potential to empower small businesses and drive economic growth, particularly as large enterprises face implementation challenges.
- Energy and Data Infrastructure: Attendees discussed the resilience of supply chains, energy systems, and data infrastructure amid rising geopolitical tensions, emphasizing the need for governments to ensure supply and diversification of computing capabilities to meet the demands of the information age.
- Investment Opportunities: Qatar's Prime Minister announced an additional $2 billion for the Qatar Investment Authority's Fund of Funds program, bringing total committed capital to $3 billion, supporting 12 regional and international fund managers, reflecting the country's ambition and potential in global AI investments.
See More
Billionaire Bill Ackman's Investment Strategy
- Amazon Investment Analysis: Bill Ackman's 13% stake in Amazon is driven by its strong e-commerce and cloud computing presence, with expected earnings growth of 17% annually over the next three years, making the current 28 times earnings valuation appear reasonable.
- AI-Driven Growth: Amazon's development of hundreds of generative AI applications has improved retail operational efficiency, with a 1.5 percentage point increase in operating margin in Q4 and a 24% growth in cloud services sales, highlighting the positive impact of AI investments.
- Meta Platforms Investment Outlook: Ackman's 10% investment in Meta benefits from its position as the second-largest ad tech company globally, leveraging AI to enhance ad performance, with a 6% year-over-year increase in ad prices in Q4 indicating strong advertiser demand.
- Smart Glasses Market Opportunity: Meta dominates the smart glasses market with over 70% share, and spending is forecasted to grow at 60% annually, presenting long-term growth opportunities through the integration of superintelligence systems.
See More
Anthropic CEO Warns of AI Investment Risks
- Investment Risk Warning: Anthropic CEO Dario Amodei warns that even a slight miscalculation in AI investment timing could lead to bankruptcy, particularly as rivals pour hundreds of billions into data centers, highlighting the intense market competition.
- Cautious Spending Strategy: Amodei emphasizes that while powerful AI models are expected to emerge within one to two years, the timeline for revenue realization remains uncertain, potentially taking one to five years, making early massive capital commitments highly risky.
- Massive Spending Plans: Anthropic plans to invest $50 billion in U.S. AI infrastructure, focusing on data centers in Texas and New York, while competitors like Amazon, Alphabet, and Meta are budgeting significantly more at $200 billion, $185 billion, and $135 billion respectively, indicating fierce funding competition in the industry.
- Surge in Market Demand: According to the Semiconductor Industry Association, global chip sales are projected to reach $791.7 billion in 2025 and grow by 26% in 2026, indicating that AI demand is driving rapid growth across the entire sector.
See More
U.S. Secretary of State Reaffirms Support for Europe at Munich Security Conference
- Reaffirmation of U.S.-Europe Relations: U.S. Secretary of State Marco Rubio emphasized at the Munich Security Conference that “we want Europe to be strong,” indicating a commitment to repairing relations and enhancing cooperation on security and economic fronts.
- Inflation Data Decline: The U.S. consumer price index rose 2.4% year-on-year in January, down from 2.7% in December, with core CPI at 2.5%, the lowest since April 2021, suggesting that if this trend continues, it could pave the way for lower interest rates and positively impact markets.
- Japan's Economic Recovery: Japan's GDP grew by 0.1% in the fourth quarter, missing the expected 0.4% but reversing a 0.7% contraction in the previous quarter, indicating potential for economic recovery and avoiding a technical recession.
- Surge in Cryptocurrency Crime: Cryptocurrency payments linked to suspected human trafficking surged by 85% in 2025, highlighting the expansion of a criminal ecosystem in Southeast Asia, which may prompt regulatory scrutiny and responses.
See More
UK Government Pushes for Internet Regulation
- Expanded Regulatory Powers: UK Prime Minister Keir Starmer announced that the government will seek broader authority to regulate internet access, allowing for policy reviews within months instead of years, thereby accelerating the response to emerging digital risks.
- Social Media Ban Review: The government is considering a ban on social media access for children under 16, similar to Australia's policy, with Spain, Greece, and Slovenia also evaluating similar proposals, highlighting a global focus on online safety for children.
- AI and Age Verification: The UK government plans to widen laws banning the creation of sexualized images without consent to include more AI chatbots, reflecting concerns over ethical and legal challenges posed by new technologies in the digital landscape.
- International Cooperation and Security: U.S. Secretary of State Marco Rubio reaffirmed America's commitment to the transatlantic alliance at the Munich Security Conference, warning that Europe must take greater responsibility for its security, underscoring the urgency of international cooperation in security matters.
See More
