Meta Platforms Inc. (NASDAQ: META), the parent company of Facebook, Instagram and WhatsApp, continues its transformation from a traditional advertising platform to a comprehensive player in artificial intelligence and digital infrastructure. July 2025 brought a series of major events that impact both its technology strategy and the regulatory environment in which it operates. This article summarizes the latest developments and provides an analytical outlook on META’s share price. The company will also release its quarterly earnings results for 2Q2025 on July 30. According to investopedia.com analysts, revenue is expected to be around $44.8 billion and earnings per share are expected to be around $5.88. AI development and investment and implementation will also be a major focus.
1. Massive Investment in Renewables
Meta Platforms Inc. is expanding its data infrastructure in Texas through an agreement to supply 600 MW of solar power from its new Clear Fork power plant. The investment totals approximately $900 million, making Meta one of the largest corporate solar customers in the U.S. This initiative supports the company’s commitment to power all of its data centers exclusively from renewable sources.
2. AI superintelligence as a new direction
The founding of Meta Superintelligence Labs (MSL) signals Meta’s ambition to become a leader in the development of so-called superintelligent AI systems. The internal development project, called Behemoth, aims to compete with OpenAI, Google DeepMind and Anthropic. The active involvement of CEO Mark Zuckerberg in recruiting key researchers underlines the strategic importance of this initiative.
3. Monetizing WhatsApp through advertising
The company also announced plans, namely the introduction of advertising content to the “Updates” tab in WhatsApp. The new advertising strategy comes while maintaining encryption security and aims to open a new revenue stream with over two billion users using WhatsApp. The move was viewed positively by Oppenheimer analysts, who raised their target price on the stock to $775 per share.
4. Restrictions on political advertising in the EU
In response to the EU’s new political advertising transparency legislation (TTPA), Meta has announced a complete end to the display of political, election and social ads on all its platforms in the EU, effective October 2025. The move represents a fundamental change in Meta’s advertising model and could have implications for its European revenues and long-term growth potential.
5. Strengthening protection for minors
Meta announced the deployment of new AI tools on Instagram that increase protection for underage users and automatically move accounts under the age of 13 into restricted mode. The company also removed over 635,000 accounts that showed signs of inappropriate content towards children.
6. META stock price development
According to CoinCodex and LongForecast analysts’ predictions, the stock is expected to be stable in the $690-$740 range until the end of 2025. The models assume moderate growth, with minimal volatility, assuming stable performance of the AI and advertising segments. The average target price for Meta Platforms Inc (META:NASDAQ) stock has been set at $756.13 per share by analysts at Zacks.com for the short to medium term investment horizon.
