Meta Platforms, Inc. (NASDAQ:META) has galloped over the last few weeks, jumping almost 40% since the end of July. Meta has risen by more than 20% since the September 8 launch of its Muse AI assistant alone. The rally has pushed the company's valuation close to the $2 trillion mark, raising an important question: Is Meta's stock still cheap after the AI-fueled rally? At 21.8x forward earnings, Meta may still appear relatively cheap, prima facie. The consensus on the street is for Meta's revenue to rise over 26% this year and another 20% in 2027, to $306 billion. Meanwhile, GAAP EPS is expected to rise from $23.5 in 2025 to $31.2 in 2026. However, the top line does not account for Meta's extraordinary AI spending.
Mostramos la idea principal publicamente. Crea una cuenta gratis para seguir leyendo el articulo completo, guardarlo, comentarlo y conectarlo con contexto de mercados y OSINT.