• In November 2025, Meta Platforms announced that Yann LeCun, its Vice President & Chief AI Scientist and founder of Facebook AI Research, will depart at the end of the year to launch a new AI startup, marking the exit of a central figure in Meta’s artificial intelligence efforts over the last decade.

• LeCun’s departure comes as Meta intensifies its AI infrastructure investments and faces heightened scrutiny over capital allocation and leadership stability during a significant technological transition.

• We’ll examine how the combination of leadership changes and aggressive AI spending could reshape Meta’s investment narrative going forward.

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To be a Meta Platforms shareholder right now, you need confidence in the company’s ability to turn major AI investments and its vast user data into long-term revenue growth, despite heavy spending and executive turnover. The exit of Chief AI Scientist Yann LeCun adds uncertainty to Meta’s leadership at a critical juncture, but it does not materially change the most urgent catalyst, delivering stronger returns on AI-driven ad products, or the primary risk, which remains expense growth outpacing revenue and compressing margins.

Amid leadership changes, Meta’s recent partnership with AWS in the “Building with Llama” program stands out. This announcement underscores Meta’s commitment to scaling its AI ecosystem and supporting adoption of its open-source models, supporting the company’s push to translate AI innovation into real-world business value across industries, a factor closely tied to investor expectations for improved profitability.

But despite these advances, investors should be aware that regulatory risks in Europe and elsewhere could threaten…

Read the full narrative on Meta Platforms (it’s free!)

Meta Platforms’ outlook anticipates $275.9 billion in revenue and $92.1 billion in earnings by 2028. This projection hinges on a 15.6% annual revenue growth rate and a $20.6 billion increase in earnings from the current $71.5 billion.

Uncover how Meta Platforms’ forecasts yield a $841.42 fair value, a 42% upside to its current price.

Eighty-five private investors in the Simply Wall St Community estimate Meta’s fair value between US$538 and US$908 per share. Yet, persistent risks from EU privacy regulations continue to test Meta’s business model and future earnings, highlighting why perspectives often vary so widely.