Why is Meta planning about $135 billion in AI capex by 2026?

Management believes large-scale AI infrastructure improves ad ranking, drives better conversion for advertisers, and enables new consumer and business products. The spend covers data centers, GPUs, networking, and power. Returns should appear first in engagement and ad yield, then in new AI services. Timing is key for margins and EPS.

How does the Q1 2026 guidance affect the meta stock price?

Guidance near 30% year-over-year revenue growth signals healthy demand and improving ad performance. If results meet or beat, it supports the multiple and may lift the meta stock price. A miss, or a weaker margin outlook, could pressure shares. Watch pricing, impressions, and time spent for confirmation.

What valuation metrics matter most for Meta now?

We focus on P/E near 28, price-to-sales around 8, free cash flow yield near 2.8%, and operating margin around 41%. These show strong profitability, but also a premium. If AI spending converts to higher revenue per user and stable costs, these ratios can improve and support a higher valuation.

Which technical levels should traders watch today?

We watch the 50-day average near $655 as support, the 200-day near $685 as resistance, and the recent intraday high at $671.99. RSI around 49 signals a neutral trend. The lower Bollinger Band near $642.73 is another support area. A break and hold above the 200-day could shift momentum.

What risks could weigh on Meta’s operating margin?

Key risks include higher depreciation from AI assets, power and data center costs, and slower-than-expected ad pricing improvements. If engagement or advertiser demand softens, revenue may not offset spending. Regulatory changes or privacy shifts can also affect targeting and conversion, which would pressure margins and earnings.

Global Market Insights

META Stock Today: February 8 — $135B AI Spend, Q1 +30% Guide in Focus

ByDanny Kontos February 8, 2026February 8, 2026

The meta stock price sits in focus today as investors weigh Meta’s $135 billion AI data center plan against margin pressure and a strong Q1 2026 outlook. We see the trade-off clearly: operating margin near 41% versus about 48% last year, but revenue growth guided around 30% year over year. Shares of META last traded near $661.46, highlighting tight technicals around key moving averages. Below, we outline what this means for growth, profitability, and how sentiment could shift into the next earnings update.