Meta AI Capex Concerns - video Dailymotion

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9 hours ago

Meta shares are down 4.6% in 2026 as investors question rising AI-driven capital spending, with analysts saying the stock could rebound if the company reins in capex despite strong revenue growth.

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00:00It's Benzinga bringing Wall Street to Main Street.

00:03Meta Platform's shares have fallen 4.6% this year as investors question the company's capital

00:08expenditure guidance tied to CEO Mark Zuckerberg's AI strategy, according to Suncoast Equity

00:14Managing Director Eric Lynch. Speaking with Yahoo Finance on Sunday, Lynch said investor

00:20concern centers on the risk of rising capex linked to Meta's AI ambitions. He said Meta's

00:26revenue rose 26% in the last quarter and expects a similar outcome in the fourth quarter as

00:31AI is deployed across its products. Lynch said aspirational spending levels have weighed

00:36on the stock, calling recent declines at a PE of 20 self-inflicted. He said the stock could

00:42rebound if Meta shows reduced AI-related capex. Meta's performance follows broader declines

00:48among most magnificent seven stocks in 2026. For all things money, visit Benzinga.com.

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