Jim Cramer Says He Thinks “You Hold on to Meta”

Jim Cramer Says He Thinks “You Hold on to Meta” Syeda Seirut Javed Thu, September 17, 2026 at 1:34 PM GMT+2 3 min read META During the September 11 episode of Mad Money, a caller asked about Meta Platforms, Inc. (NASDAQ: META )'s recent AI launch and whether the company can successfully monetize its AI infrastructure for consumers over the next six to 12 months or whether the opportunity is mostly hype. In response, Jim Cramer said: Well, I want to take an even longer term view.

You know, we're not traders in the show. I've taken a long view on Meta… I think… three to five year view: this stock could double. I mean, it's frankly, it sells at a very low multiple.

It's got a lot of that worries about those lawsuits. Away from it, it's got a really brilliant CEO and it's got a great president. I think they've got a lot of things in the works for small business.

I think they've got a lot of things in the works for personal assistance. I think you hold on to Meta. Jim Cramer Calls Intel (INTC) the Best Stock in Show and Micron (MU) No.

2 Core Platform Scale and AI-Driven Monetization Momentum Meta Platforms, Inc. (NASDAQ:META) is seeing its heavy investments in artificial intelligence directly pay off inside its core advertising machine. For the second quarter, it reported revenue of $60.

8 billion, a 28% jump year-over-year, driven by daily active people reaching 3. 6 billion across its Family of Apps. These tools are delivering measurable returns and utility for advertisers and small businesses alike.

Meta's advanced user-understanding models, combined with its GEM ads-ranking model, drove an 8. 3% increase in Facebook ad clicks and a 15. 7% uplift in conversions, while Advantage+ AI ad solutions scaled to a $75 billion annual revenue run rate, and more than 9 million small-and-medium businesses were using at least one its AI creative tools.

Capital Intensity and Regulatory Headwinds Meta Platforms, Inc. 's (NASDAQ:META) pivot toward generative artificial intelligence and large-scale computing infrastructure has introduced some financial strains. Capital expenditures surged dramatically, with Q2 capital expenditures reaching $31.

1 billion as management narrowed its full-year 2026 CapEx outlook to a range of $130 billion to $145 billion, up from previous outlook of $125 to $145 billion. Because the infrastructure investments consumed nearly all operating cash flow, quarterly free cash flow dropped sharply to $784 million. Total expenses also climbed to $42 billion, weighed down by $2.

4 billion in legal proceedings charges and $1. 18 billion in severance expenses. These capital allocation pressures and ongoing regulatory scrutiny represent some friction points that can trigger short-term market volatility.

Story Continues Elite Hedge Fund Backing and Short Interest Dynamics According to Insider Monkey's database tracking elite hedge funds, 254 funds had a stake in the company in Q2 compared to 262 in the prior quarter. Meanwhile, short interest remains exceptionally light, with the short percentage of float standing at 1. 31%.

Cramer's bullish view captures what patient long-term investors see. While short-term traders worry about heavy spending and rising costs, Meta Platforms, Inc. (NASDAQ:META) keeps embedding artificial intelligence deeper into its entire app family to build lasting advantages.

For anyone willing to look past immediate market noise, Meta's scale gives it an unusually large base over which to monetize AI, but the investment case increasingly depends on whether those advertising gains can outrun the enormous infrastructure bill. While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock .

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