META's robust ad impression growth and ARPU expansion, combined with aggressive AI CAPEX, signal strong future monetization. The ~16% CAGR needed for $680 is highly achievable given current momentum and P/E multiple expansion. 85% YES — invalid if global ad spend contracts.
META's robust ad impression growth and ARPU expansion, combined with aggressive AI CAPEX, signal strong future monetization. The ~16% CAGR needed for $680 is highly achievable given current momentum and P/E multiple expansion. 85% YES — invalid if global ad spend contracts.