Meta Platforms is heavily investing in AI data center capacity to stay ahead of demand. Despite this, the company is still delivering strong revenue and operating income, with over 3.5 billion daily app users in September 2025, providing significant scale for AI monetization.

In Q3 of fiscal 2025, Meta’s revenue increased by 26% to $51.2 billion, while operating income rose by 18% to $20.5 billion. The company’s AI products and services represent a key monetization opportunity, with investments in data center and compute capacity to support future AI workloads across its apps.

Despite high capex levels, Meta’s AI strategy could lead to substantial improvements in user engagement and ad conversion rates. With a forward P/E ratio of around 25, the stock may be a good long-term investment for those with above-average risk tolerance and an interest in AI-powered growth opportunities.

Read more at Nasdaq: Is Meta Stock a Buy After Its AI Spending Spree?