Is the meta stock price attractive after the 24% ad revenue surge?

It depends on your time frame. Fundamentals improved with AI ad targeting and Llama 4 integration, but shares trade near 26.72x TTM earnings. Technicals look oversold short term, which can help entries. Define risk near support around US$628 to US$605 and reassess as price approaches resistance.

How could US$100B+ capex affect margins and free cash flow?

Heavy spend can compress free cash flow if revenue growth slows. Watch capex-to-revenue, now 34.68%, and utilization of new AI capacity. If ROI scales, margins can stabilize and expand. If not, valuation may contract. Management’s pacing and cost discipline are critical to protect earnings power.

What are the key dates and data points to watch next?

Earnings on April 29, 2026 will frame guidance for ad demand, AI utilization, and capex cadence. Track operating margin, free cash flow, and commentary on Andromeda and Llama 4. Technical levels around US$605 to US$667 also matter for price reaction around the report window.

How should Canadian investors manage currency risk with META?

Decide whether to keep USD exposure or hedge back to CAD. Your return can diverge from the US quote based on USD/CAD moves. Align currency with your liabilities, avoid forced conversions during stress, and size positions so FX swings do not dominate your investment thesis.

Global Market Insights

META Stock Today: February 18 — 24% Ad Surge, $100B+ AI Capex Plan

ByDanny Kontos February 18, 2026

The meta stock price is back in focus for Canadian investors after a 24% jump in advertising revenue tied to AI ad targeting and Llama 4 integration. Shares of META last traded near US$639.29, within a 52-week range of US$479.80 to US$796.25. AI-led monetization is improving, but a $100B-plus infrastructure plan by 2026 could pressure margins if growth cools. We review price action, AI drivers, capex math, and what matters into the April 29, 2026 earnings date.