There has been much debate over Meta Platforms' (NASDAQ: META) artificial intelligence (AI) strategy. The Magnificent Seven company’s AI capabilities are clearly benefiting its advertising business, with revenue growth accelerating throughout 2025. However, Meta’s LLaMa models have generally not impressed tech experts. This, along with Meta’s steep Reality Labs losses, raises questions about how well Meta can monetize AI long-term.
However, Meta just released a new AI model: the Segment Anything Model 3 (SAM 3). SAM 3 is turning heads in the tech community, but few investors are talking about it. Analysts at Citizens JPM are one exception. On Nov. 24, the firm issued a $900 price target on Meta, supported by its assessment of SAM 3. Notably, Citizens' price target implies 36% upside in Meta shares versus the Dec. 4 close.
