Meta Is Getting Ready For War

Meta Platforms, Inc. is up 15%+ since my previous post, and I'm reiterating my 'buy' rating as it pushes ahead to build the strongest foundation of a real AI revenue stack. Recent launches—Meta Cloud, Muse Image, and Muse Spark 1.1—unlock new monetization pathways beyond core advertising that are currently not priced in. META continued to trade at an attractive valuation at just 19.55x FY26 EPS, compressing to 16x FY28, with 23% upside to consensus price targets. Short-term margin pressure from AI capex and Meta Cloud could weigh down on META stock, but I see that as a temporary bump to further upside ahead.

When I last wrote about Meta Platforms, Inc. (META ), I said that investing in the company at 17x forward P/E doesn't get any easier. In the post, I explained how investors haven't