Meta trades 20% below its July 2025 high
Meta Platforms' stock is trading about 20% below its July 2025 all-time high, despite reporting a 33% year-over-year revenue increase in Q1 2026. The company's revenue growth is largely driven by advertising on its platforms, with AI-driven improvements contributing to ad impressions and pricing. Meta continues to pursue AR/AI product development, aiming to bring an AI platform to consumers via glasses.
Key Takeaways
- Q1 2026 revenue rose 33% year over year for Meta Platforms.
- Meta stock is trading about 20% below its July 2025 all-time high.
- Most of Meta’s revenue still comes from advertising on Facebook, Instagram, WhatsApp, and Threads.
- The article says AI-driven improvements helped ad impressions and pricing.
- Meta is pursuing AR/AI product development aimed at an AI platform via glasses.
Why It Matters
Meta is growing revenue quickly, but the stock is still priced about 20% below its July 2025 peak, which keeps valuation front and center after a 33% Q1 2026 increase. The article ties that growth to ad impressions and pricing improvements from AI, showing how much Meta’s core business still depends on ad monetization across Facebook, Instagram, WhatsApp, and Threads. It also flags the company’s AR/AI glasses effort as a separate product track. The next number to watch is forward earnings multiple versus the S&P 500’s 21.8.
Read full article at letsdatascience.com
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