Jim Cramer has reiterated his bullish stance on Meta Platforms (META), saying he is “happy to buy” the stock as the company continues to benefit from disciplined cost control, improving advertising demand, and accelerating gains from artificial intelligence.
Speaking on Yahoo Finance, the CNBC “Mad Money” host pointed to Meta’s ability to translate AI investments into real revenue growth, particularly across Facebook, Instagram, and WhatsApp. Cramer noted that Meta’s ad-targeting efficiency has improved significantly, helping the company win back advertisers that pulled spending during the broader tech slowdown.
Meta’s aggressive focus on efficiency has also reshaped investor sentiment. After its much-publicized “year of efficiency,” the company reduced headcount, streamlined operations, and strengthened free cash flow, allowing it to fund AI development while returning capital to shareholders. Cramer argued that this balance between innovation and financial discipline sets Meta apart from other big tech firms still burning cash on long-term bets.
While Meta continues to spend heavily on Reality Labs and metaverse-related projects, Cramer downplayed the risk, saying the core advertising business is now strong enough to absorb those losses. He added that Meta’s leadership in open-source AI models and recommendation algorithms positions it well for the next phase of digital advertising and content monetization.
Market performance has reinforced that view. Meta shares have been among the stronger performers in the tech sector, supported by resilient earnings, expanding margins, and sustained user engagement across its platforms. Cramer suggested that, despite the rally, the stock remains attractive for long-term investors who believe AI-driven productivity gains will continue to lift profits.
He cautioned, however, that investors should still expect volatility, especially around regulatory pressure and election-related content scrutiny. Even so, Cramer maintained that Meta’s scale, data advantage, and execution make it a stock he is comfortable owning in the current market environment.
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