Opinions Ian Ainsworth
Meta Platforms IncMETAHOLDAug 29, 2012
Ian AinsworthStock price when the opinion was issued
As of Oct 30, 2026. Market Open.
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Premium contentIn the last quarter, the company reported 6.18 USD per share, beating the 7.19 USD estimate by -14.02%. Revenue for the same period reached 60.80 B USD, despite the estimate of 60.22 B USD. For the next quarter, analysts expect 6.77 USD in earnings per share and 63.28 B USD in revenue. Social media mentions are up 186% in the past 24h.
In the last quarterly report they beat on numbers and showed strong revenue growth which it's not getting credit for. How to monetize AI is the big issue but it is showing that it can be productive on the AI side. They are seeing clearly the benefits of AI in their advertising business model. The market had undervalued it but it is now trading at a premium. It still can go up if they can execute well.
Buy 72 Hold 6 Sell 1
Paul Harris, CFAHuge fan of it. The consumer will drive the stock, now that they released the Muse AI agent targeting consumers. He is selling covered calls on Meta. Great to see the founder mature into a
Kevin Simpson
One day Google is front of the AI race with Gemini. Now, it's Meta. Next, Anthropic and openAI. What makes Meta different is the AI is purely targeting the consumer. He has a large position and may sell part of it. The CEO is the original founder, which also makes him distinct from its peers. It's near record highs.
The overhang is that, despite good numbers from their ad business and AI's impact, Meta is still spending a lot building data centres--can Meta earn good returns on all those centres? However, Muse shows they can build productive things with AI. Despite the recent rally, he'd still buy it.
“Bought at $21.60. Should I keep holding?” Really tough question as there is a big divergence of opinion. Stock collapsed quite a bit and is back in this pricing range/valuation range that most of the other Internet companies are exposed to, which means they are still relatively expensive. On the other hand it has an incredible franchise and we haven’t seen the potential of that franchise. Headwinds they face right now as a stock include “can they execute on mobility” and ”can they move beyond just display and bring up their Rpoos and cost per M clicks”. Trends don’t look good right now but if they turn, the stock could easily double over the next 5 years. Almost 1.3 billion shares coming out of lockup in November and another 400 million for sale in October. That is a lot of pressure on the stock. A lot of potential in the model.