What’s going on here?

Meta Platforms looks primed to beat Wall Street’s third-quarter targets, as analysts at BofA Securities call for strong digital ad momentum and early wins in artificial intelligence to keep investor spirits high.

What does this mean?

Meta, best known for Facebook and Instagram, is forecast to post third-quarter earnings of $7.30 per share on $50.01 billion in revenue—both set to top not only analyst expectations but also the high end of its own guidance. The outperformance owes a lot to robust digital ad demand, especially as brands look to Meta to fill gaps left by weaker search at Alphabet’s Google. Early investments in AI are showing results, as new tools roll out and boost advertiser returns. After gaining 25% this year, Meta’s shares sit at $732.77, and BofA is staying upbeat, keeping a buy rating and a $900 price target. Looking ahead, Meta is sinking more funds into AI-powered ad tech and is already beta-testing an automated ad platform that could officially launch in early 2026.

Why should I care?

For markets: AI makes its mark on advertising.

Meta’s upbeat outlook suggests digital advertising is regaining strength, buoyed by an improving economy and industry-wide shifts. BofA projects the company will outperform into the fourth quarter, forecasting earnings per share of $8.90 and $58.8 billion in revenue. By experimenting with a fully automated AI ad platform, Meta could pull even further ahead of competitors—creating new revenue streams, particularly among smaller businesses hungry for easy-to-use ad tools.

The bigger picture: Digital disruption shapes long-term growth.

Meta’s leadership in AI-driven ad innovation is reshuffling the digital marketing landscape, steering industry dollars away from traditional search. With digital ads and AI increasingly central to Meta’s strategy, the company’s ramp-up in capital spending—possibly reaching $72 billion in 2025—highlights the ambitious bets shaping the next era of media and technology.

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