u/MarginsMatters · 32d agono track record yet
Even if Meta's AI buildout Fails it remains a good investment
Meta's core advertising business is undervalued even if AI capex fails to deliver returns. The author models conservative 15% revenue growth, 25% operating margins, and 25x P/E by 2032, implying 98% upside over 11.3 years despite near-term margin pressure from AI spending and depreciation.
At post $592.10Now $613.48+3.6% since postedas of Sep 8, 4:30 PM ET