Seeking Alpha
26 Oct 2026, 13:30 UTC · 1h ago
I Was Wrong: This Is Not The Bottom For AI Stocks
Impact · against what's priced in
The article is non-catalytic for Meta as the market has already priced out AI-driven upside and shifted to a conservative growth profile. The bearish thesis on AI ROI and CapEx is already reflected in the stock's current valuation at the bottom of analyst ranges.
- META−0.05
Already priced in
- The price assumes
Revenue growth decelerating from 22.2% to roughly 13% annually over the next decade.
The author's view that AI ROI is questionable and CapEx is unsustainable aligns with a market that has already stripped away AI-driven upside and is only paying for a decelerated 13% growth rate.
What META's price assumes · Sep 2
