Analysts issued mixed price-target revisions for Meta Platforms (META), welcoming early momentum in its Muse AI products but questioning how the company will finance its growing infrastructure spending. Meta raised the low end of its 2026 capital expenditure outlook to $135 billion from $130 billion, putting the midpoint at $140 billion, and plans a new class of nonvoting shares to support future capital raising. Barclays called Muse a “game changer,” while TD Cowen expects Meta to issue equity or debt to finance its AI expansion over the coming years. Third-quarter revenue rose 26% to $64.60 billion, beating estimates of about $63.34 billion, but EPS of $3.83 included a $9.89 billion legal settlement charge; Meta projected fourth-quarter revenue of $73 billion to $76 billion.
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/21/2026 | 697.52 |
| Change that session | +0.47% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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