In a recent head-to-head comparison of AI-focused tech giants, Meta Platforms has outpaced its larger rival on both valuation and growth metrics. Meta’s trailing P/E multiple stands at 27x, well below Alphabet’s 32x, while its year-over-year revenue growth reached 26% in Q3 2025 versus 16% for Alphabet. Meta’s advertising business remains robust, with ad impressions up 14% and average price per ad rising 10%, supporting a total daily active user base of 3.54 billion across its apps.

Jefferies analysts reiterated their Buy rating on Meta, setting a $910 price target that implies roughly 44% upside from current levels. The firm highlighted Meta’s decision to reallocate budget within its Reality Labs division as evidence of disciplined capital spending, even after an 18% share price pullback following the last earnings report. Meta’s Q3 capital expenditures totaled $19.4 billion, and management guidance for full-year 2025 capex remains in the $70–72 billion range, reflecting continued investment in AI and infrastructure.

Meta announced that it will begin rolling out advertisements on its social media app Threads to all users worldwide starting next week. The feature, initially tested in select markets, will tap into Threads’ user base of more than 400 million monthly active users. Company data shows Threads now exceeds its main competitor in daily mobile users, positioning it as a growing revenue stream that leverages Meta’s established ad-tech infrastructure.

Meta’s newly formed Superintelligence Labs team has delivered its first internally developed AI models just six months into the project, according to CTO Andrew Bosworth. While he did not specify which models were released, earlier reports codenamed them Avocado for text processing and Mango for image and video tasks. Bosworth described the early results as “very good,” marking a milestone as Meta ramps up in-house AI capabilities to enhance both consumer-facing features and backend recommendation systems.