Meta Platforms: From Heavy AI CapEx to 2026 ROI? [Yahoo! Finance]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Yahoo! Finance
The company has raised its 2025 capital expenditures (CapEx) guidance to over $70 billion, approximately 70% higher than in 2024. The plan is mostly to expand data center and GPU capacity. The spending surge squeezed free cash flow (FCF) and spooked investors. In effect, Meta is in a build phase of heavy investment in future AI capabilities, compressing Meta's valuation multiples as FCF came under pressure. As attention turns to 2026, the conversation shifts away from how much Meta is spending and toward what that spending actually delivers. The expectation is straightforward. Engagement needs to improve, ad targeting needs to become more effective, and those gains need to show up in profitability. Until there is clear evidence of that translation, investors are likely to remain cautious. If Meta delivers, sentiment may turn. In this article, I will break down Meta's core business drivers, analyze its recent financial anomalies, and explain why the 2026 yield cycle remains the pri
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News
- FTC appeals ruling in Meta antitrust case over Instagram, WhatsApp deals [CNBC]CNBC
- Popular analyst reveals 9 'buy the dip' tech stocks [Yahoo! Finance]Yahoo! Finance
- FTC says it will appeal Meta antitrust decision [Yahoo! Finance Canada]Yahoo! Finance Canada
- Billionaire Chamath Palihapitiya Says This Is the Best Artificial Intelligence (AI) Investment for 2026 (Hint: It's Not Even a Stock) [Yahoo! Finance]Yahoo! Finance
- Meta Platforms (NASDAQ:META) had its price target lowered by analysts at UBS Group AG from $915.00 to $830.00. They now have a "buy" rating on the stock.MarketBeat
META
Earnings
- 10/29/25 - Miss
META
Sec Filings
- 1/20/26 - Form 144
- 1/20/26 - Form 144
- 1/16/26 - Form 8-K
- META's page on the SEC website