Meta Platforms (NASDAQ:META) trades at $642.49, and 24/7 Wall St. sets a 12-month price target of $804.16, implying 25.14% upside, with a 90% confidence level. Average price per ad rose 14% in Q3 and ad impressions grew 10%, which the article presents as evidence that AI is lifting ad pricing power. Q3 revenue reached $64.601 billion, up 26.07% and ahead of the $63.389 billion consensus, but GAAP EPS of $3.83 missed expectations because of a $9.89 billion charge tied to a settlement with state attorneys general; excluding that charge, EPS would have been $7.40. Free cash flow turned negative as AI spending rose, and a planned large stock offering raises dilution risk. The bear case is $703.14 and the bull case is $850.99.
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METAadvertisingartificial intelligenceearnings
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/28/2026 | 612.49 |
| Change that session | -1.24% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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