Big Change at Meta: AI Leader is Leaving!

Meta Platforms announced in November 2025 that Yann LeCun, Vice President of Artificial Intelligence Science and founder of Facebook AI Research, will leave the company by the end of the year. This departure symbolizes the exit of a key figure at the center of Meta's artificial intelligence efforts over the past decade.

Yann LeCun's departure comes at a time when Meta is intensifying its investments in artificial intelligence infrastructure and facing increased scrutiny over capital allocation and leadership stability during a significant technological transition.

We will examine how the combination of leadership changes and aggressive artificial intelligence spending could shape Meta's investment narrative.

Currently, Meta Platforms shareholders need to have confidence in the company's ability to convert large artificial intelligence investments and extensive user data into long-term revenue growth; this creates significant uncertainty amid high expenditures and executive changes. The departure of Yann LeCun adds to the uncertainty in Meta's leadership structure at a critical time, while the need to deliver stronger returns from AI-focused advertising products remains the most urgent catalyst. The primary risk continues to be that expenses could exceed revenues, compressing profit margins.

In the midst of leadership changes, recent partnerships in the “Building with Llama” program with AWS stand out. This announcement underscores Meta's commitment to scaling its artificial intelligence ecosystem and supporting the adoption of open-source models, highlighting a key factor in transforming AI innovations into real business value.

However, despite these advancements, investors must remember that regulatory risks in Europe and other regions could threaten Meta's business model and future earnings.

Meta Platforms forecasts $275.9 billion in revenue and $92.1 billion in profit by 2028. This projection is based on a 15.6% annual revenue growth rate, and an increase in profit of $20.6 billion from the current $71.5 billion.

Meta Platforms' estimates offer a reasonable valuation of $841.42, representing a 42% upside potential from its current price. The 85 individual investors in the Simply Wall St community estimate Meta's fair value to be between $538 and $908 per share. However, ongoing risks stemming from privacy regulations in the European Union continue to test Meta's business model and future earnings.

By examining 85 other reasonable value estimates in which the stock could be valued at 53% more than its current price, discover the opportunities that allow you to create your own narrative if you disagree with the current tales.

To kick off your research on Meta Platforms, you can explore our analysis focusing on four main rewards that could influence your investment decision. Our free Meta Platforms research report provides a comprehensive fundamental analysis summarized in a single visualization that facilitates a quick assessment of the company's overall financial health.

Finally, don't miss out on new investment opportunities; these 26 stocks in the nascent artificial intelligence sector could contribute to your retirement.