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Gary Black, managing partner and investor at The Future Fund, believes META will continue to rise as investors recognize the impact and reach of its new Muse personal AI agent.
According to Black, META remains attractive at 24x 2026 EPS, given its expected long-term revenue and EPS growth of 15 percent.
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Black has previously commented on other major tech stocks’ valuation metrics, noting that AVGO holds the lowest 2026 PEG ratio among the so-called Mag 8 stocks. He also reacted to recent industry events, observing that Tesla’s Cybercab launch did not meet expectations. Black remains active in tracking earnings and new product developments across the sector.