Key Stats for Meta Stock
- Price change for Meta stock in last 6 months: -5%
- $META Stock Price as of Oct. 23: $643
- 52-Week High: $780
- $META Stock Price Target: $844
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What Happened?
Meta Platforms (META) is delaying its updated commercial terms as the company said on Friday it needs more time to address concerns from publishers and digital advertisers. The move could head off regulatory action.
The new terms were due to start on October 30, but will now take effect on November 20, and Meta says the extra time will help it explain “what’s changing and what’s not.”
EU and UK antitrust authorities received complaints about the terms. Publishers and advertisers say the terms would give Meta an unlimited right to use their content for its AI services, even as the social media giant rejects that claim.
Meta says it will explain how it uses web crawlers and also says content owners can still use robots.txt to signal their preferences to crawlers and AI bots.
The European Commission welcomed the delay and also said it has sent information requests to companies that have not yet published summaries of the data used to train their AI models.
The European Publishers Council was not satisfied, and it wants regulators to suspend the terms during an investigation.
Its director, Angela Mills Wade, said running a business page should not give general rights over a publisher’s website and archive.
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What the Market Is Telling Us About Meta Stock
For Meta stock, the issue is how much freedom the company has to use content in its AI products.
Those products matter to the business. On the Q3 call, Meta said Family of Apps revenue was $64.2 billion, up 26%, while total revenue was $64.6 billion.
The Muse personal agent has been set up by more than 10 million people in the U.S. and Canada.
Costs are rising too. Q3 expenses were $51.6 billion, up 68%, which included a $9.9 billion legal charge.
Capital spending was $34.9 billion, free cash flow was negative $2.1 billion, and management expects 2026 capital spending of $135 billion to $145 billion.
Management also said it is watching legal and regulatory matters that could hurt results, which makes the content dispute worth following for Meta stock.
A few things could shape Meta stock from here:
- Whether Meta’s explanation calms publishers before November 20
- Whether EU or UK regulators step in
- Whether the terms change before they start
Anyone tracking Meta stock should watch that date. For now, the delay buys time but does not settle the dispute.
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So what is Meta stock actually worth?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
