Meta's new AI technology has Wall Street buzzing, but they're also anxious about the costs.

Oct 23, 2026, 5:47 AM ETOpinionRead the original at Benzinga

Neutral

Meta beat estimates for ad sales and earnings per share, but its AI buildout may require large spending and share sales. The strong business and funding concerns point in different directions, leaving its outlook unchanged.

META · Meta Platforms Inc.

AI read · Neutral

The AI's read

Meta’s ad business is bringing in more sales than analysts expected, and earnings per share also beat estimates. That supports continued investment. But Meta expects $135 billion-$145 billion in spending in 2026, and one analyst said it may sell shares next year. Muse also costs a lot to run, so the strong business and large costs point in different directions.

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