California just banned the design patterns that power Meta's ad engine for millions of young users, and the real question for shareholders is what happens when other states follow.
Niles Investment Management founder Dan Niles says investors should prepare for stickier, higher interest rates, noting that the 10-year Treasury yield could realistically climb to as much as 6%. Pointing to unprecedented peacetime deficit spending, huge national debt expansion, and intense corporate debt issuance from tech giants competing against the US government, Niles believes rate pressures are far from over.
Meta on Tuesday introduced a new subscription service called Meta One, offering expanded AI usage and other premium features across Facebook, Instagram and WhatsApp. The new plans let users access a number of AI tools, like those for creating and editing images and generating videos, as well as in-app tools like the AI-powered Restyle editing tool on Instagram.
Meta Platforms' stock META has been caught between enthusiasm over its artificial intelligence ambitions and concerns about the enormous cost of funding those efforts. The latest rebound is giving bulls fresh reason to believe the company could finally be approaching a sustained breakout, Bloomberg reported, although analysts remain divided over whether the rally can last.
Wall Street's analyst community has reached a verdict on Meta that almost never happens with a mega-cap stock, and the numbers behind that consensus point to a price target that may surprise even longtime bulls.
Meta Platforms earns a Buy rating at $648, with a 2029 valuation target of $920 based on normalized EPS of $46 and a 20x multiple. AI-driven advertising improvements have delivered measurable gains, but the investment thesis now hinges on capital efficiency and free cash flow normalization post-2028. META's aggressive infrastructure build has shifted from discretionary to long-term commitments, increasing fixed costs and downside risk if utilization or ad revenue falters.
Meta's still-unreleased smart glasses are reportedly the subject of a class action lawsuit. A group of parents and their children in California and Illinois filed the proposed class action suit, which relates to Meta's leaked “NameTag” feature, WIRED reported Monday (Sept.
I rate Meta Platforms a Buy, with a price target of $817 per share, representing 26% upside from the current level. META's Q2 2026 showed robust ad revenue growth, with impressions up 14% and average price per ad up 12%, supporting strong earnings momentum. The valuation also looks more attractive when viewed through a growth lens because META's 1.03x FWD non-GAAP PEG is 18.35% below the sector median and more than 31% below the 5-year average.
Meta trades cheaper than the S&P 500 despite explosive growth and 3.6 billion daily users, and the math behind one bold price target exposes just how much the market may be underestimating this stock.
Meta Platforms META stock rose 2.2% in premarket trading Monday after Goldman Sachs reiterated its bullish view on the social media company, citing the launch of its Muse AI agent and a recent legal settlement as catalysts for the shares. The move came as broader US equity futures fell, with index futures under pressure after AI executives called for a slowdown in AI development.
Meta is building its largest data center to date in Richland Parish, Louisiana. Angel Crawford and her husband own 18 rental properties in the area.
Meta's Oversight Board asked the company not to replace fact-checking with Community Notes, according to a statement seen by AFP overnight Friday, after it said it was testing the crowdsourcing system in Latin America.