What does the Manus deal change for META stock?

It accelerates the rollout of AI agents into Meta AI and enterprise tools. That can improve ad ROI, boost paid messaging and conversion, and open subscription and API revenue. Faster adoption could support margins over time, which matters for valuation and earnings durability.

Is META stock expensive after the news?

TTM P/E is 28.52 with price-to-sales at 8.82, near large-cap tech ranges. Strong margins, 30.93% ROE, and low leverage provide support. The multiple likely depends on how quickly AI agents translate into recurring revenue and whether capex intensity moderates.

What key price levels should HK investors watch?

Near-term support sits around the 50-day area near US$657 to US$656, with resistance toward US$670 to US$675 based on bands. The year high is US$796.25 and the year low is US$479.80. ATR at 16.75 suggests day-to-day swings to factor into position sizing.

How could Meta monetize AI agents beyond ads?

Potential levers include enterprise subscriptions for agent features, per-usage or API fees, and paid tools within WhatsApp and Instagram. Better automation can also raise commerce conversion and customer support efficiency, which may lift revenue per user and improve operating leverage over time.

What are the main risks after the acquisition?

Integration complexity, competition from top AI players, and regulatory oversight on data and safety are key. Compute costs can pressure free cash flow in the near term. For HK investors, USD exposure adds FX risk, so position sizes and hedges should reflect currency moves.

Global Market Insights

META Stock Today: December 30 — Over $2B Manus Deal Fuels AI Push

ByHuzaifa Zahoor December 30, 2025December 30, 2025

META stock is in focus today after Meta agreed to acquire Chinese AI-agent startup Manus for over US$2 billion, or about HK$15.6 billion. We explain what the purchase could mean for META stock, AI monetization, and enterprise adoption. We also review price action, valuation, analyst targets, and trading levels that matter to Hong Kong investors who access US mega caps in the evening session. Expect closer integration of AI agents into Meta AI and business messaging products.