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Analysts remain bullish on Meta despite $95B equity plan and AI spending concerns.

Analyst Insights
27 Oct 2026, 01:37 WIB
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Analysts remain bullish on Meta despite $95B equity plan and AI spending concerns.

Meta announced plans to raise $95 billion through equity financing to support its AI initiatives, including its Muse AI model and Meta Enterprise platform. Despite concerns over high capital spending and Meta's negative free cash flow in Q3, analysts from Wells Fargo, RBC Capital Markets, and Yorkville maintain positive ratings and price targets on the company. Meta's CEO Mark Zuckerberg defended the aggressive AI investment strategy as necessary for future growth. This move reflects broader tech industry trends, with major firms expected to spend nearly $950 billion on AI projects in 2027, sparking investor caution but also optimism about long-term returns.

Meta Platforms trades at USD 632.60 on Pluang as of Oct 27, 2026 05:21 WIB, down 1.56% in the last day. The stock's market cap stands at $1.64 trillion with a typical hold time of 128 days among Pluang investors. This trading activity coincides with Meta's announcement of a $95 billion equity financing plan to boost its AI projects, a move that has drawn mixed reactions but retains analyst support.

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