Key Stats for Meta Stock
- YTD Price Change for Meta stock: 10%
- $META Share Price as of Dec. 29: $659
- 52-Week High: $796
- $META Stock Price Target: $837
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What Happened?
Meta (META) stock just announced it has acquired Manus, a Singapore-based AI startup that develops general-purpose AI agents.
The deal marks Meta’s third-largest acquisition ever and shows the tech giant is doubling down on artificial intelligence in a big way.
Manus isn’t your typical early-stage startup. The company launched its first AI agent earlier this year and claimed it hit $100 million in annualized revenue just eight months later.
That makes it one of the fastest-growing startups in recent memory. By the time of the acquisition, Manus had grown its revenue run rate to over $125 million while serving millions of users worldwide.
The AI agent can handle complex tasks like market research, coding, and data analysis without human intervention. Meta plans to integrate these capabilities into its existing products, including the Meta AI assistant that’s already being used by businesses and consumers.
Manus will continue operating its subscription service, and CEO Xiao Hong will join Meta as a Vice President while the company maintains independent operations. The startup had previously raised $75 million from top-tier investors including Benchmark and Tencent.
This acquisition fits into Meta’s broader strategy of buying specialized AI companies to speed up its AI development.
Earlier this year, Meta stock benefited when the company invested $14.3 billion in Scale AI. Meta also recently acquired AI-wearables startup Limitless as it expands beyond software into AI-powered devices.
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What the Market Is Telling Us About META Stock
The positive reaction to this news shows investors are confident in Meta’s AI strategy, even as the company ramps up spending dramatically.
During Meta’s recent earnings call, CFO Susan Li warned that capital expenditures would grow “notably larger” in 2026 compared to 2025, with infrastructure costs being the main driver.
CEO Mark Zuckerberg made it clear the company is “aggressively front-loading” its AI infrastructure build to prepare for what he calls “superintelligence.” He explained that Meta keeps building compute capacity based on what it thinks are aggressive assumptions, only to find it has even more profitable uses for that capacity than expected.
Meta stock has held up well despite these massive investment plans because the company is already seeing strong returns from its AI work. On the recent earnings call, Meta reported its AI-powered ad tools now generate $60 billion in annual revenue, while video time on Instagram is up over 30% year-over-year thanks to AI recommendations.
The Manus acquisition gives Meta ready-made AI agent technology that’s already generating significant revenue and serving real users. Rather than building everything from scratch, Meta is buying proven technology and teams, which could help it move faster in the competitive AI landscape.
Investors should watch how quickly Meta can integrate Manus’s capabilities into its existing products and whether this helps accelerate the company’s AI ambitions without adding too much to its already growing expense base.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
