Proactive Investors
22 Oct 2026, 15:47 UTC · 1h ago
Meta shares slide, but analysts see upside in Muse and advertising
Impact · against what's priced in
Meta's strong revenue growth and early Muse AI traction provide concrete evidence for the growth re-acceleration that the market currently refuses to price in. However, these gains are tempered by a lack of 2027 capex guidance, which creates new uncertainty regarding future margin compression.
- META+0.50
Challenges what's priced in
- The price assumes
Revenue re-acceleration above 13%
The market currently assumes a deceleration to 13% CAGR and declines revenue re-acceleration; however, Q4 guidance implying 28% growth and 26% YoY revenue growth suggest the business is significantly outperforming that floor.
What META's price assumes · Sep 2
