Meta's core ad business remains strong, growing 26%, but investors are weighing lower margins, unclear 2027 spending guidance and potential share dilution. Analyst Michael Nathanson explains why he values Meta's core business at about $900 per share and why it's too early to count on Muse for additional upside. (Source: Bloomberg)
Meta's core ad business remains strong, growing 26%, but investors are weighing lower margins, unclear 2027 spending guidance and potential share dilution. Analyst Michael Nathanson explains why he values Meta's core business at about $900 per share and why it's too early to count on Muse for additional upside. (Source: Bloomberg)
<iframe src="https://statesidedaily.com/embed/cluster/463f361ff99a66be6de5bf15ef62d9ae0bdc6f70" width="100%" height="320" style="border:0;max-width:680px" loading="lazy" title="Meta's AI Bet Faces Questions"></iframe>
