Meta Stock Outlook for November 24, 2025: 7 Things to Know Before the Market Opens

Meta Platforms Inc. (NASDAQ: META) heads into Monday’s session after a whirlwind few weeks of court victories, fresh legal threats, a $550 million data‑privacy ruling in Spain, and a new $3 billion AI infrastructure deal — all while investors digest a huge one‑time tax hit and massive AI spending plans.

As of Friday’s close, Meta shares were trading around $594 per share, roughly 25% below their 52‑week high near $796, leaving the stock in a mid‑range zone between recent highs and its 52‑week low around $480. ^[1]

Below is a detailed, news‑driven rundown of what traders and investors should know about Meta stock before the U.S. market opens on Monday, November 24, 2025.

1. Where Meta Stock Stands Heading Into Monday

Last close: About $594.25 per share as of the latest quoted close. ^[2]
Recent trading range: The stock has recently moved between roughly $580 and $598 during the most recent session, reflecting active but contained volatility. ^[3]
52‑week range: Approximately $480 to $796, putting Meta roughly 25% below its 52‑week high, even after a huge multi‑year run. ^[4]
Valuation snapshot: With a market cap around $1.8 trillion and a trailing P/E in the low‑30s, Meta remains one of the world’s largest and most richly valued tech platforms, firmly in mega‑cap AI trade” territory. ^[5]

For short‑term traders, that 580–600 band is the immediate zone to watch on Monday: a break above could invite momentum buying, while a sustained move below might signal that post‑earnings skepticism is creeping back in.

2. Earnings Hangover: Strong Growth vs. Big Tax Hit and Heavy Capex

Meta’s Q3 2025 results remain the starting point for any near‑term view on the stock:

Revenue: About $51.2 billion, up 26% year‑over‑year, driven primarily by advertising across Facebook, Instagram, WhatsApp and other Family of Apps.” ^[6]
Operating margin: Around 40%, still very healthy for a business of Meta’s scale. ^[7]
Tax shock: Meta booked a nearly $16 billion one‑time income tax charge linked to the U.S. Big Beautiful Bill” tax overhaul, which crushed reported net income and cut GAAP EPS to about $1.05, far below prior expectations. ^[8]
Underlying profitability: Excluding that charge, non‑GAAP earnings would have increased significantly year‑over‑year, suggesting the core business remains strong. ^[9]
Capex guidance: Management raised 2025 capital expenditure guidance yet again, now pointing to $70–72 billion, largely aimed at AI and infrastructure — and signaled even higher expenses in 2026. ^[10]

The market’s reaction was mixed: Meta’s shares initially fell roughly 7–9% in after‑hours trading after the earnings release as investors balked at the huge tax charge and surging AI spending, even though the core business exceeded revenue expectations. ^[11]

Why it matters for Monday:

The headline GAAP EPS miss is now fully known, but the debate continues over whether Meta’s AI‑driven capex is a smart long‑term investment or a margin‑crushing risk.
Any new commentary from analysts or big investors over the weekend — especially around AI ROI or tax impacts — could influence sentiment at the open.

3. Regulation and Legal Risk: A Big U.S. Win, New EU and Youth‑Safety Headwinds

3.1. Major U.S. Antitrust Win

Last week, Meta scored a landmark victory in its long‑running antitrust battle with the U.S. Federal Trade Commission. A federal judge ruled that Meta is not currently an illegal monopoly in personal social networking” and rejected efforts to force a breakup of Instagram and WhatsApp. ^[12]

The court found that the FTC failed to prove Meta’s monopoly power, in part because platforms like TikTok and YouTube meaningfully compete for users’ attention. ^[13]

Stock implication: This ruling removes the immediate risk of a forced breakup — a major overhang that has worried Meta investors for years. It doesn’t end regulatory scrutiny, but it meaningfully reduces the probability of the most extreme antitrust outcome.

3.2. Spanish GDPR Ruling: €479m (≈$550m) Hit and Data‑Use Risk

On the other side of the Atlantic, Meta suffered a significant setback:

A Madrid court ordered Meta to pay about €479 million (≈$550 million) to 87 Spanish digital media outlets, finding that Meta breached EU data protection rules by using personal data for targeted ads without proper consent. ^[14]
Meta has said it disagrees with the ruling and plans to appeal, so the final amount and timing of any payout remain uncertain. ^[15]

While the fine is manageable relative to Meta’s cash flow, it underscores ongoing GDPR and privacy risk in Europe and could influence how regulators and courts treat similar data‑use practices.

3.3. Youth‑Safety & Harm” Lawsuits Intensify

Freshly unsealed U.S. court filings are increasing the pressure on Meta around mental health and child safety:

New documents allege Meta buried” or downplayed internal research suggesting causal links between its platforms and harm to young users, including mental‑health issues. ^[16]
Lawsuits across the U.S. accuse Meta (and Instagram in particular) of contributing to social media addiction and related harms among teens and young adults. ^[17]

These cases are still in early or mid stages, but they introduce:

Reputational risk, which can affect user growth, ad demand, and regulatory response.
Financial risk, if large settlements or structural changes are eventually required.

3.4. Other Regulatory Fronts to Watch

EU regulators previously found Meta in breach of aspects of the Digital Markets Act (DMA), raising the potential for further changes to data and ad practices in Europe. ^[18]
In France, the national rights watchdog ruled that Facebook’s job‑ads algorithm discriminated based on gender, with Meta disputing the decision. ^[19]

Takeaway for Monday: The antitrust win in the U.S. is a net positive, but the Spanish GDPR ruling and youth‑safety litigation are live overhangs. Any new regulatory headlines before the bell could sway sentiment quickly.

4. AI Story: Big Spend, Big Deals, and Big Ambitions

Meta’s entire investment case increasingly revolves around artificial intelligence, and recent news has only deepened that narrative.

4.1. $3 Billion AI Infrastructure Deal With Nebius

AI cloud company Nebius Group announced a five‑year AI infrastructure deal with Meta worth about $3 billion, supplying high‑performance computing capacity to run advanced AI models. ^[20]

This comes as:

Meta ramps up capex toward $70–72 billion in 2025, much of it for data centers, chips and AI infrastructure. ^[21]
Management frames over‑investment in AI as a strategic bet to secure long‑term leadership in superintelligence” and AI‑powered products. ^[22]

4.2. AI Products: From Ads to Feeds to Wearables

Recent AI product and feature news includes:

Project Luna, an AI‑powered personalized morning brief for Facebook users that pulls from users’ content and external sources — explicitly positioned to compete with AI assistants in other ecosystems. ^[23]
GEM (Generative Ads Model), Meta’s new AI engine that acts as a central brain for ad recommendations, with early data suggesting higher conversion rates for advertisers. ^[24]
Vibes, an AI‑generated short‑video feed integrated into the Meta AI app and meta.ai website, designed to boost engagement in AI‑native formats. ^[25]
Ongoing rollout of Ray‑Ban Meta AI smart glasses, including a new Display” model with an integrated, high‑brightness lens display, reinforcing Meta’s metaverse and wearable ambitions. ^[26]

4.3. Talent and Culture: Yann LeCun’s Exit

Meta’s long‑time chief AI scientist Yann LeCun has announced plans to leave the company at the end of 2025 to start a new AI research venture, though he expects to continue collaborating with Meta on certain projects. ^[27]

This follows:

Layoffs of around 600 AI staff as Meta trims what it called a bloated” AI organization. ^[28]

For investors, the takeaway is mixed:

On one hand, Meta is clearly all‑in on AI, with enormous spend, high‑profile deals, and new AI‑centric products.
On the other, heavy investment plus leadership churn and legal scrutiny over AI data usage makes this a high‑risk, high‑reward part of the story.

5. Core Platforms & Holiday Ad Season Momentum

Beyond AI headlines, Meta is quietly shipping a wave of product updates that matter for user engagement and advertiser demand — crucial as we head deeper into the holiday shopping season:

WhatsApp is rolling out an updated About” status feature (similar to Instagram Notes), signaling deeper integration of ephemeral, text‑based updates across Meta’s apps. ^[29]
Meta has introduced new safety tools in Messenger and WhatsApp (including scam warnings and screen‑sharing protections) and more control for businesses using WhatsApp via Business Suite. ^[30]
On Threads, Meta recently launched ghost posts” that disappear after 24 hours to encourage more casual sharing and boost engagement; Threads now boasts hundreds of millions of active users. ^[31]
Meta released a 2025 festive season marketing guide, pushing advertisers toward Advantage+ automation and Reels‑centric creative to maximize performance. ^[32]

These product and advertising changes aim to:

Increase time spent across Meta apps,
Make the ad platform more automated and performance‑driven, and
Capture a larger share of holiday ad budgets — a key near‑term driver of Q4 results.

6. Flows, Analyst Views and Market Sentiment

6.1. Institutional Money: Both Buyers and Sellers

Recent filings show mixed institutional activity:

PNC Financial Services Group has increased its holdings in Meta, adding to its position. ^[33]
KBC Group NV trimmed its stake slightly, selling a small portion of its Meta holdings while still keeping the stock as one of its larger positions. ^[34]

Net‑net, big money is not abandoning Meta; rather, some institutions are rebalancing while others are adding on perceived weakness.

6.2. Wall Street Price Targets

According to MarketBeat’s compilation:

48 analysts currently cover Meta, with an average 12‑month price target around $825.
The high target is about $1,117 and the low around $605. ^[35]

That average target implies roughly 35–40% upside versus the current price in the mid‑$590s, though the wide range highlights substantial disagreement on how profitable Meta’s AI bets will be. ^[36]

Commentary from TV personalities and market commentators, including Jim Cramer, has continued to defend Meta’s long‑term prospects despite the recent volatility, pointing to its dominant ad franchise and AI optionality. ^[37]

6.3. Short‑Term Tomorrow” Price Models (Use With Caution)

Several quantitative sites publish next‑day price predictions for META:

One model projects a fair opening price” around $591 for November 24, 2025. ^[38]
Another forecast pegs tomorrow’s price near $598, effectively flat vs. recent levels. ^[39]

These tools are not guarantees; they’re statistical extrapolations based on recent data, volatility, and technical indicators. Traders often treat them as one data point among many, not as a trading signal.

7. What Could Move Meta Stock on November 24, 2025?

Here are the key drivers to watch when the bell rings:

Weekend Headline Reaction
- The latest reports alleging Meta suppressed evidence of social media harm and the ongoing youth‑safety lawsuits may fuel renewed scrutiny and potential political commentary on Monday. ^[40]
Follow‑Through on Spanish and EU Regulatory News
- Any details on Meta’s planned appeal of the Spanish GDPR ruling or commentary from EU regulators could affect expectations for future fines and changes to ad targeting. ^[41]
AI Narrative and Nebius Deal Sentiment
- Analysts or investors re‑rating Meta based on the $3 billion Nebius AI infrastructure deal or broader AI spending outlook could push the stock either higher (if seen as smart investment) or lower (if seen as overspending). ^[42]
Big Tech and Macro Backdrop
- Moves in U.S. yields, broader risk sentiment, and performance of other Magnificent 7” names will likely influence Meta’s direction, given how tightly mega‑cap tech trades as a group.
Technical Levels Around $600 and $580
- The stock’s recent intraday range (low ~580, high ~598) makes those levels tactical support and resistance. A strong break above $600 may draw in breakout traders; a drop below ~$580 could invite selling from short‑term players. ^[43]

Is Meta Stock a Buy Before Monday’s Open?

From a news and fundamentals perspective, here’s the balanced picture:

Bullish Points

Strong core business: Double‑digit revenue growth and robust operating margins, even before fully monetizing newer AI and commerce features. ^[44]
AI leadership push: Massive investment, a sizable Nebius deal, and a broad lineup of AI products across ads, feeds, assistants, and wearables give Meta multiple shots on goal in the AI race. ^[45]
Antitrust overhang reduced: The FTC breakup threat has receded after the U.S. court ruling, lowering the probability of a forced Instagram or WhatsApp spin‑off. ^[46]
Analyst targets above current price: Consensus price targets sit substantially higher than today’s stock price, signaling broad institutional optimism (though not unanimity). ^[47]

Bearish / Risk Factors

Huge AI capex and rising 2026 expenses: Planned spending in both 2025 and 2026 is extremely high, and it’s not yet clear how quickly that spend translates into incremental profit. ^[48]
Legal and reputational risk: The Spanish GDPR fine, European regulatory actions, and mounting youth‑safety lawsuits could lead to more fines, tighter rules, or costly platform redesigns. ^[49]
Execution risk in AI: Meta is racing deep‑pocketed rivals (OpenAI‑backed partners, Google, Microsoft, etc.). Missteps in product execution or monetization could make high capex harder to justify. ^[50]
Valuation still demanding: Even after trading well below its 52‑week high, Meta’s large market cap and earnings multiple mean expectations remain high. Any disappointment in AI progress, engagement, or margins can trigger outsized sell‑offs. ^[51]

Final Word (And a Quick Disclaimer)

Meta enters Monday’s session as a high‑beta, headline‑sensitive AI and social media giant:

The core ad business is humming,
The AI ambition is enormous,
The legal and regulatory cloud is thickening, and
The valuation still bakes in a lot of future success.

Whether META is attractive before the November 24, 2025 open depends on your timeframe, risk tolerance, and view on AI and regulation.

This article is for informational and educational purposes only and does not constitute financial or investment advice. Always do your own research or consult a licensed financial advisor before making investment decisions.

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