Meta Platforms Inc. ($META) rose on May 13, 2026. Here's the breakdown of what drove the move and what traders are watching next.
What Happened
AI momentum and advertising strength offsetting heavy capex; AI infrastructure investments paying off
The Bull Case
Strong ad revenue; AI capex driving long-term moat; analyst target $820.66; insider ownership 13.63%; up 2.12% today
The Bear Case
Massive capex spending strains margins; P/E 22.4x reasonable but growth dependent on AI ROI; regulatory risks
Price Target & What to Watch
$820.66 analyst target