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Meta Platforms upgraded to Strong Buy on AI-driven ad growth and new revenue from Muse AI agent.

Analyst Insights
27 Oct 2026, 19:07 WIB
Seeking Alpha
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Bullish
Meta Platforms upgraded to Strong Buy on AI-driven ad growth and new revenue from Muse AI agent.

Meta Platforms saw a 26% revenue increase to $64 billion in Q3, fueled by a 10% rise in ad impressions and 14% higher ad prices year-over-year. The company's AI agent, Muse, is gaining early traction and is expected to open new revenue streams through commerce, subscriptions, and business tools. Despite higher capital expenditures and legal costs impacting margins and free cash flow, Meta's large scale and cost efficiencies position it well for long-term profitability and growth potential.

Meta Platforms trades at USD 625.00 on Pluang as of Oct 27, 2026 23:21 WIB, down 0.88% in the last day. The stock holds a market cap of $1.61 trillion and a 52-week high of $777.59, reflecting its significant scale amid the company’s AI-driven growth initiatives like Muse. Pluang investors show a balanced interest with 55% buying and 45% selling activity, indicating cautious optimism about Meta's future potential.

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