Opinions Gordon Reid
Meta Platforms IncMETABUYAug 21, 2018
Gordon ReidStock price when the opinion was issued
As of Oct 30, 2026. Market Open.
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Still likes it, despite the current tech sell-off. She took some profits in September, but may buy buy now. It remains very profitable. Q3 revenue increased 26% year over year. Ads grew 10%. Are developing new opportunities through Muse AI, attracting 10 million accounts quickly. Will spend $130 billion in capex this year, which raises legitimate questions about returns. She sees 36% upside. Meta scores 9/10.
Brianne Gardner
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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.
It’s had a bumpy road, with the reputational risk that it has been addressing. This happens with all big companies. As they get large, third parties and governments get involved and pose new challenges. He does not expect much new regulation given the current attitudes toward intellectual property protection and free speech. They have 2 billion active monthly users, which is an advertiser’s dream. Along with monetizing their Facebook user base, they are monetizing other things such as Instagram, which is taking new technology forward. This illustrates that the traditional Facebook model has morphed, which is what successful companies do. Facebook was a high-valuation stock that has come down in valuation as both price and earnings have risen, because earnings have come up faster than price. He has trimmed his holdings of Facebook as its price has come up, to keep it from taking up too much space in his portfolio.