Meta's AI spending suppresses earnings, but 18.5x P/E and 28% growth signal upside
RihardJarc · x · 2026-08-15
An analyst notes Meta trades at 18.5x forward P/E despite AI/AR spending suppressing earnings, with revenue growing 28% YoY. He believes a strong AI model or compute deal could trigger a significant re-rating.
More from Venture
- Three CoreWeave co-founders have sold $3.3B in shares since IPO amid credit worries — SumitGup · 2026-10-16
- Robotics data startups compared: Scale AI tops $1B revenue as 9 LLM vs robotics data suppliers benchmarked — FinanceYF5 · 2026-10-16
- Only 4.5% of US consumers pay for AI, but the top 1% of spenders drive 19.5% of revenue — dumpshoot · 2026-10-16
- Anthropic ARR growth cools to 6.5% MoM, but OpenAI plus Anthropic revenue still climbing steadily — FinanceYF5 · 2026-10-16
- Hot take: products built on LLM APIs aren't AI-native, just reselling someone else's loop — fkasummer · 2026-10-16
- Marc Andreessen quips Anthropic secondaries are on a 'Tesla Roadster pipeline' — beffjezos · 2026-10-16