Meta: Buy The Muse Catalyst, But Watch The AI Bill

Meta Platforms, Inc. maintains a Buy rating as Muse introduces a visible consumer AI catalyst atop robust ad-driven revenue growth. META's Q2 FY2026 revenue grew 28% YoY, with 3.6 billion daily active users and AI-driven ad performance strengthening the core business. Heavy AI CapEx pressures free cash flow, but ongoing investment is justified by strong operating cash flow and emerging consumer AI products.