FeesSafety
Pluang+

Meta shifts focus from costly Metaverse to promising AI-driven ad growth and commerce partnerships.

Analyst Insights
24 Oct 2026
Seeking Alpha
View Source
Bullish
Meta shifts focus from costly Metaverse to promising AI-driven ad growth and commerce partnerships.

Meta Platforms is moving away from expensive investments in superintelligence and the Metaverse, focusing instead on AI-powered advertising and commerce partnerships that offer better monetization prospects. The company's Reality Labs losses are expected to bottom out by fiscal year 2025 and improve through 2027. Its Family of Apps segment benefits from enhanced AI-driven ad targeting, driving strong ad volume and pricing growth, which remains the main revenue and profit source. However, long-term financial challenges include elevated operating leases and a new Class C share structure that could dilute equity. Despite these, Meta is rated a Buy with a price-to-earnings ratio of 22, presenting a compelling opportunity for dollar-cost averaging and potential upside to a long-term price target of $924.

Meta Platforms shares are trading at USD 642.62 on Pluang as of Oct 24, 2026 19:11 WIB, down 0.96% in the last day. The stock's market capitalization stands at $1.64 trillion, reflecting its significant size in the media sector. Pluang users show a buying interest with 58% of order activity favoring purchases at this time.

More News (META)

Meta's Q4 revenue guidance up 24% but operating income flat, signaling margin pressure risks.

Meta's Q4 revenue guidance up 24% but operating income flat, signaling margin pressure risks.

Meta Platforms reported strong Q3 revenue beating expectations and guided Q4 revenue up 24%, but operating income is expected to remain roughly flat. Despite robust top-line growth, the company faces margin pressures as costs rise faster than revenue...

Company Fundamentals
Bearish
6 hours ago
AI infrastructure stocks fall as credit risks rise; SK Hynix cancels Solidigm IPO amid market turmoil

AI infrastructure stocks fall as credit risks rise; SK Hynix cancels Solidigm IPO amid market turmoil

This week saw significant declines in AI infrastructure stocks, with neocloud companies like CoreWeave and Nebius dropping over 30% in October. Credit default swap spreads for major tech firms Meta, Nvidia, and Oracle hit record highs, signaling incr...

Market News
Bearish
18 hours ago
Meta's AI ambitions spark $135B market cap drop despite huge revenue potential.

Meta's AI ambitions spark $135B market cap drop despite huge revenue potential.

Meta reported strong earnings but saw a $135 billion market cap drop over concerns about AI investment costs, a $25 billion lawsuit, and tax issues. Despite these setbacks, Meta's AI assistant Muse could generate billions in revenue, leveraging its 3...

Market News
Neutral
20 hours ago
Meta reports strong Q3 with 26% revenue growth, launches Muse AI, but free cash flow dips due to high spending.

Meta reports strong Q3 with 26% revenue growth, launches Muse AI, but free cash flow dips due to high spending.

Meta Platforms delivered strong third-quarter results with over 26% year-on-year revenue growth and solid earnings. The company launched Muse AI, signaling a strategic shift toward agentic AI and workflow optimization, which may help diversify its bu...

Company Fundamentals
Bullish
1 day ago
AMD stock shows high volatility despite strong AI-driven revenue growth and big data center deals.

AMD stock shows high volatility despite strong AI-driven revenue growth and big data center deals.

AMD's stock has experienced sharp declines recently despite a 50% revenue increase and large AI accelerator commitments from major clients like OpenAI and Meta. The company’s Data Center segment, now 58% of revenue, grew 107% in Q2, with expectations...

Company Fundamentals
Neutral
1 day ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App