The Motley Fool
27 Jul 2026, 01:41 UTC · 5h ago
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4 claims · each scored for market impact
Meta raised its 2026 capital expenditure range to $125 billion - $145 billion, reflecting massive spending on AI infrastructure. — High capital expenditure increases the risk of a stretched payback period and lowers short-term free cash flow expectations.
-0.60Meta's first-quarter revenue grew 33% year-over-year to $56.31 billion, driven by increases in both ad impressions and average price per ad. — Strong organic growth in the core advertising business provides a fundamental floor for the stock price.
+0.50Meta currently trades at approximately 22 times earnings, which is lower than the S&P 500's multiple of 28.5. — A lower relative valuation suggests the stock may be undervalued given its growth trajectory.
+0.30Continue reading
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Meta provided second-quarter revenue guidance of $58 billion to $61 billion, implying growth of 22% to 28%. — This represents a deceleration from the 33% growth seen in the first quarter, which may weigh on sentiment.
-0.20Which stocks this story touches
While advertising growth remains strong, the stock is down due to investor concerns over rising capital expenditures for AI infrastructure.
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