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Meta's AI-driven growth and CapEx investment create a strong long-term buy opportunity despite recent stock weakness.

Analyst Insights
01 Oct 2026
Seeking Alpha
View Source
Bullish
Meta's AI-driven growth and CapEx investment create a strong long-term buy opportunity despite recent stock weakness.

Meta Platforms is seen as an attractive long-term investment due to its aggressive capital expenditure (CapEx) aimed at building a competitive moat with scale, data, and distribution advantages. Its Muse AI agent has quickly gained adoption and early revenue, positioning Meta as a leader in Agentic AI. Although recent stock performance has been weak due to CapEx concerns, the current valuation offers potential for double-digit annual returns and significant upside if Muse becomes a dominant platform. This makes Meta a compelling buy for investors focused on AI-driven growth and innovation.

Meta Platforms trades at USD 726.52 on Pluang as of Oct 01, 2026 19:21 WIB, near its 52-week high of USD 777.59. The stock shows a slight 1-day gain of 0.18%, with a market cap of $1.85 trillion. Despite 72% of Pluang orders being sell, the typical hold time is 127 days, indicating steady investor interest.

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