Bullish Analyst Sentiment on Meta Platforms (META) Amid AI Wearables Acquisition and Next-Generation Hardware Plans

With significant hedge fund interest and upside potential, Meta Platforms, Inc. (NASDAQ:META) secures a spot on our list of the 15 best AI stocks to watch in December 2025.

As of December 8, 2025, roughly 90% of analysts remain bullish on Meta Platforms, Inc. (NASDAQ:META) with a median price target of $845.00. The consensus price target implies 26.72% upside.

On December 5, 2025, Rosenblatt Securities’ Barton Crockett reiterated a “Buy” rating on Meta Platforms, Inc. (NASDAQ:META) with a $1,117 price target.

Earlier on December 5, 2025, Meta Platforms, Inc. (NASDAQ:META) acquired the AI-wearables startup Limitless. The startup is known for its pendant-style device that boasts the capability to record conversations and generate searchable transcripts. Reinforcing the company’s existing partnerships with EssilorLuxottica brands, Ray-Ban, and Oakley for smart glasses, the acquisition is in line with Meta’s vision to deliver “personal superintelligence.”

Meta Platforms, Inc. (NASDAQ:META) plans to accelerate its next-generation device development by leveraging Limitless’ technology. Furthermore, the recent hiring of longtime Apple design executive Alan Dye signals the company’s increased focus on consumer hardware. Under the revised privacy terms, existing Limitless users will continue to receive support, while new sales will cease. Previously, the startup raised over $33 million from investors, including Sam Altman and A16z.

Moreover, on December 3, 2025, Meta Platforms, Inc. (NASDAQ:META)’s board declared a quarterly cash dividend of $0.525 per share, payable on December 23 to shareholders of record on December 15. This demonstrates the company’s continued shareholder returns amid massive AI investment plans.

Meta Platforms, Inc. (NASDAQ:META) is focused on developing AI-powered social platforms and immersive technologies, including Messenger, Instagram, and WhatsApp.

While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 10 Best Small-Cap Biotech Stocks to Buy According to Analysts and 11 Overlooked Tech Stocks to Invest In.

Disclosure: None.