Meta Platforms posted strong 26% year-over-year revenue growth and optimistic Q4 guidance, driven by AI-enhanced ad pricing. However, rising capital expenditures and a new Class C share structure indicate a shift towards external funding, which may dilute shareholders and complicate the capital structure. Slowing impression growth and high future CapEx add risk to the investment outlook. Consequently, the analyst downgraded Meta stock from Strong Buy to Buy, citing increased reliance on shareholder funding rather than free cash flow.
Meta Platforms holds a market cap of $1.64 trillion and a dividend yield of 0.33% on Pluang as of Oct 26, 2026 21:11 WIB. Despite the analyst downgrade from Strong Buy to Buy, the stock trades at USD 632.65, down 1.55% for the day. Trading volume stands at 14,791,603 shares, with investors typically holding for 128 days, reflecting steady interest amid the evolving outlook.
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