WSJ
20 Oct 2026, 16:44 UTC · 1h ago
Ray-Ban Maker EssilorLuxottica's Sales Rise, Buoyed by Smartglasses
Impact · against what's priced in
The 20% jump in smartglasses sales provides a concrete data point supporting the revenue re-acceleration that the market currently ignores. For Meta, this directly addresses the crux of whether AI investments can push growth above the 13% CAGR assumed by the current price.
- META+0.20
Challenges what's priced in
- The price assumes
Revenue re-acceleration above 13%
The 20% sales growth in AI-powered smartglasses supports the possibility of revenue re-acceleration, a scenario the market currently declines to pay for, having assumed a deceleration to a 13% CAGR.
What META's price assumes · Sep 2
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