Meta Platforms excels in 2025, while other Big Tech giants struggle.

Meta is on fire. Up 25% since the start of the year, the stock is riding an unprecedented 20-day winning streak, leaving the rest of Big Tech in the dust. The secret? AI dominance, metaverse expansion, and a major hardware breakthrough.

At $736.67 per share, Meta is now worth a staggering $1.87 trillion. The company’s return on capital employed has hit a record 33.6%, while earnings per share surged 60% in 2024. This isn’t just another tech rally—Meta is redefining the industry.

Meta’s investments in artificial intelligence aren’t just flashy buzzwords—they’re driving real revenue growth. The company’s Andromeda AI, powered by Nvidia, has revolutionized advertising, making ads smarter, more effective, and, most importantly, more profitable. Revenue soared 22% last year to hit $164 billion. Meanwhile, Meta AI, the company’s personalized assistant, is on track to reach over 1 billion users—a feat few tech giants can claim.

Forget clunky VR headsets—Meta’s Ray-Ban AI glasses have flown off the shelves, selling over 1 million units already. What Apple failed to do with Vision Pro, Meta is pulling off with sleek, stylish eyewear that actually sells.

While Meta is dominating, its competitors are floundering. Amazon, Google, and Microsoft disappointed Wall Street with weak cloud revenue. Apple is struggling with lackluster iPhone sales. Tesla bombed both revenue and earnings expectations. Meta’s growth isn’t just about what it’s doing right—it’s also about what everyone else is doing wrong.

Analysts rate Meta as a “Moderate Buy,” with a price target of $710.83—slightly below current levels, suggesting that even the pros are stunned by Meta’s surge.

Meta isn’t slowing down. The company is doubling down on AI, expanding the metaverse, and rolling out new products. If this momentum continues, Meta could be the defining tech story of 2025.

Sources
https://www.reuters.com/business/meta-stock-rises-25-since-2025-start-2025-02-15/

https://www.wsj.com/articles/meta-platforms-stock-performance-2025-earnings-growth-2025-02-12/

https://www.cnbc.com/2025/02/17/meta-outperforms-amazon-google-microsoft-apple-2025-earnings.html