Meta Platforms Launches AI Glasses with 3.54 Billion Daily Users
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy META?
Source: NASDAQ.COM
- Strong User Base: Meta Platforms reported an average of 3.54 billion daily users in September 2025, reflecting an 8% year-over-year increase, which provides robust support for advertising revenue and ensures future profitability.
- AI Glasses Market Potential: Meta's Ray-Ban AI glasses, the first to feature a private display and neural band control, are expected to drive market share in the AI sector, further solidifying the company's industry leadership.
- Micron Technology's Low Valuation: Micron's forward P/E ratio stands at 10.8, with a PEG ratio of just 0.6, indicating that the market has not fully recognized the demand for its high-bandwidth memory, which is poised for significant growth.
- Mirum Pharmaceuticals Sales Growth: Mirum's Livmarli drug saw a 56% year-over-year sales increase to $92.2 million in Q3 2025, and is expected to become the company's first blockbuster drug, driving future performance improvements.
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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: 655.080
Low
655.15
Averages
824.71
High
1117
Current: 655.080
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.
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- Partnership Development: Oklo has partnered with Meta Platforms to develop a nuclear reactor in Ohio, expected to generate at least 1.2 gigawatts of power, with the first phase projected to come online by 2030, providing confidence in Oklo's application in the AI data center sector.
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See More
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See More
