Recently, Meta (formerly Facebook) has ambitiously prepared for the launch of its next-generation giant AI model, codenamed Behemoth. Here’s a summary of the Behemoth AI launch, its impact on Meta’s stock price, and prospects from an investment expert’s perspective.
Meta’s Behemoth AI Launch: What Happened?
As of May 2025, Meta officially announced the upcoming release of its next-generation super-large AI model, Behemoth. However, the launch has been repeatedly delayed. Behemoth is positioned as the top-tier version of the Llama 4 series, boasting over 2 trillion parameters, making it a true behemoth in the AI field.
Originally, the launch was targeted for April, but internal performance tests revealed results below expectations, prompting delays—first to June, then possibly to autumn. In particular, internal engineers voiced dissatisfaction, reported in the media, that Behemoth failed to demonstrate clear differentiation from competitors like OpenAI and Google, especially in complex reasoning and creativity domains.
Impact of the Behemoth AI Launch on Meta’s Stock Price
Looking at the actual stock price movement, after news of the Behemoth AI launch delay surfaced in mid-May, Meta’s stock price dropped by 2.4% (from $643.88 to $627), showing short-term correction. Multiple factors contributed to this, including the burden of AI infrastructure investment (reaching $72 billion in 2025), internal developer attrition, and declining market expectations. Notably, the departure of 11 key researchers from the Llama 4 development team further dampened investor sentiment.
Meta’s Behemoth AI Launch from an Investment Expert’s Perspective
- Increased Short-Term Volatility
- Due to the AI model launch delay, internal discord, and massive capital expenditure, Meta’s stock price is likely to remain volatile within the $600–$650 range in the short term.
- Long-Term Competitiveness Remains Strong
- Once Behemoth AI is completed, it is expected to be fully integrated into Meta’s platforms—Facebook, Instagram, and WhatsApp—used by over 2 billion people.
- Synergies with core revenue models such as ad targeting, content recommendation, and metaverse content generation are anticipated.
- Analyst Outlook
- Loop Capital set a target price of $888 for Meta as of May 2025, suggesting a potential upside of 38% from current levels.
- Major institutions like JPMorgan also stated, “While AI infrastructure investment is a short-term drag on earnings, it is essential for strengthening platform competitiveness in the long run.”
Future Prospects for Meta’s Behemoth AI Launch and Stock Price
If Behemoth AI is successfully unveiled in the second half of 2025, Meta could reclaim leadership in the AI ecosystem, and its stock price could rebound to $700–$750 or higher.
On the other hand, if the launch continues to be delayed and the technology gap with competitors widens, further correction to the $550–$600 range is possible.
In the short term, Meta’s stock price is expected to be highly volatile due to factors such as earnings announcements, the pace of AI infrastructure investment, and new product launches by competitors.
A Time for Patience and Strategy
While the Behemoth AI launch is a short-term factor for stock price correction and market uncertainty, in the long term, it is expected to provide significant growth momentum through AI ecosystem expansion, platform competitiveness enhancement, and synergies with core revenue models such as metaverse, advertising, and content.
Investors should consider accumulating shares below $600, utilizing short-term volatility for trading opportunities, and for long-term investors, closely monitoring the completion and real-world platform integration of Behemoth AI.
To those interested in Meta’s Behemoth AI launch and stock price outlook, I hope this analysis provides practical value. Next time, I’ll return with more market data and experience-driven investment insights!
Note: The “Behemoth” model is a hypothetical or code-named product in your original text. In the official context, Meta has not announced a model named “Behemoth” but has launched Llama 4 series models, which are available on platforms like Amazon Bedrock and SageMaker. However, for the purpose of your scenario, the translation retains the original narrative.