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Meta's AI Bet Faces Questions

Bloomberg Technology Thursday 22 October 2026, 14:36 UTC 1 min read
Key Points

Oct 22nd, 2026 Meta's AI Bet Faces Questions Meta's core ad business remains strong, growing 26%, but investors are weighing lower margins, unclear 2027 spending guidance and potential share dilution. Analyst Michael Nathanson explains why he values Meta's core business at about $900 per share and why it's too early to count on Muse for additional upside.

Oct 22nd, 2026 Meta's AI Bet Faces Questions Meta's core ad business remains strong, growing 26%, but investors are weighing lower margins, unclear 2027 spending guidance and potential share dilution. Analyst Michael Nathanson explains why he values Meta's core business at about $900 per share and why it's too early to count on Muse for additional upside.
Meta (ORG) Michael Nathanson (PERSON) Muse (ORG)
Originally published by Bloomberg Technology Read original →

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