Meta's stock tanked despite 28% revenue growth, but entering the hyperscaler race without legacy cloud infrastructure gives it a structural edge.
At 18.6x forward P/E, Meta's Muse Spark delivers frontier agentic AI capabilities that Wall Street is heavily discounting after a rough earnings report.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Shares of Meta Platforms (NASDAQ:META) have been clobbered since the firm pulled the curtain on its underwhelming quarterly earnings results. The numbers themselves were okay (28% revenue growth is nothing to sneeze at), but compared to the other hyperscaler firms, the results were actually quite uninspiring, with a lot to be desired. Add heavy spend into the equation, and it's not a mystery as to why investors rotated out of the name so violently last week.
One bad quarter doesn't signify that all is lost with Meta, though, especially as the company continues to spend aggressively to catch up in the hyperscaler race while also funneling considerable sums into its superintelligence team, which now actually has something quite impressive to show for its many years of hard work with Muse Spark, a model that might actually convince some users to pay for.
#actually #earnings
At 18.6x forward P/E, Meta's Muse Spark delivers frontier agentic AI capabilities that Wall Street is heavily discounting after a rough earnings report.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Shares of Meta Platforms (NASDAQ:META) have been clobbered since the firm pulled the curtain on its underwhelming quarterly earnings results. The numbers themselves were okay (28% revenue growth is nothing to sneeze at), but compared to the other hyperscaler firms, the results were actually quite uninspiring, with a lot to be desired. Add heavy spend into the equation, and it's not a mystery as to why investors rotated out of the name so violently last week.
One bad quarter doesn't signify that all is lost with Meta, though, especially as the company continues to spend aggressively to catch up in the hyperscaler race while also funneling considerable sums into its superintelligence team, which now actually has something quite impressive to show for its many years of hard work with Muse Spark, a model that might actually convince some users to pay for.
#actually #earnings
2 months ago
