META vs ORCL
AI-powered side-by-side analysis. Updated every 2 hours.
Meta down 33% but executes: $200B revenue, $135B capex, Arm AGI locked
- • Stock down 33% from 52-week high of $796.25 to ~$530 as of March 27, 2026
- • 2026 capex guidance $115–$135 billion; AI-related debt surge totals $140 billion
- • Arm Holdings cemented Meta as launch partner for 136-core AGI CPU targeting $15 billion annual sales in 5 years
Argus cuts target 41% on capex-to-revenue conversion doubt
- • Argus target cut to $225 from $384 on revenue conversion concerns
- • Q3 IaaS revenue rose 84% YoY to $4.9B, beating $4.7B estimate
- • Remaining performance obligations exceed $500B from Meta, NVIDIA, OpenAI commitments
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