Meta Platforms' ad revenue growth is now driven mainly by price increases, with impression growth nearly halving over three quarters, increasing recession risk. The company launched Muse, an AI agent enabling 'pull' advertising where users specify what they want to buy, and Meta earns fees from merchants on transactions. Muse has quickly gained over 10 million users and focuses on shopping with average purchases above $200. These AI initiatives, including Meta One and upcoming smart glasses, are seen as key growth drivers and justify Meta's AI investments, supporting a Buy rating despite valuation uncertainties.
Meta Platforms holds a market cap of $1.78 trillion and a dividend yield of 0.3% as of Oct 22, 2026, 19:43 WIB. Despite the article's focus on Meta's AI-driven ad innovations, the stock is down 2.33% on Pluang with a trading volume of 26,478,796 shares. Investor sentiment on Pluang leans toward buying, with 68% of order activity favoring purchases and a typical hold time of 128 days, indicating a medium-term interest in the stock.
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