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Meta Platforms sees 32% upside with strong Q3 growth despite margin pressures and $95B capital raise

Analyst Insights
26 Oct 2026, 17:28 WIB
Seeking Alpha
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Bullish
Meta Platforms sees 32% upside with strong Q3 growth despite margin pressures and $95B capital raise

Meta Platforms, Inc. is rated a Strong Buy with a price target of $851, implying a 32% upside. The company reported a 26% year-over-year revenue increase to $64.6 billion in Q3, driven by AI-enhanced advertising performance. However, margin pressures continue due to rising expenses and legal charges. Meta's $95 billion equity raise supports its large AI infrastructure investments and offsets previous share buybacks, positioning the company for future growth despite recent stock volatility.

Meta Platforms trades at USD 642.48 on Pluang as of Oct 26, 2026 21:41 WIB, showing a slight 0.02% decline over the day. The stock's market cap stands at $1.64 trillion, reflecting its significant scale despite recent volatility linked to its $95 billion equity raise. This capital move aligns with the company's ongoing investments in AI infrastructure, a key theme in the latest earnings report.

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