Apr. 27 at 7:29 PM
$META's
$2 China blocking Meta Platforms ~
$2B Manus AI deal is a headline hit right into earnings week — but structurally this doesn’t change the bigger picture.
Yes, Manus was tied to agentic AI ambitions, but zooming out:
Q1 rev +30% YoY expected
Ad revenue trending toward ~
$243B in 2026 (closing gap vs Alphabet)
Op income still expanding YoY
WhatsApp monetization just starting to scale
Capex guidance
$115–135B = aggressive AI buildout continues
Market cap ~
$1.73T, ~20x P/E — still one of the cheapest Mag 7 names on growth-adjusted terms.
$GOOG
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