Opinions John O'Connell, CFA
Meta Platforms IncMETABUYSep 18, 2018
John O'Connell, CFAStock 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.
He reduced his exposure to FB because it was getting too large in his portfolio and because of regulatory risks and costs. It's now down to a reasonable valuation. You can buy it here. There remains headline risk. But FB is doing the right thing to improve security, and this will get politicians off their back; it'll cost them money to do this. They're still growing rapidly, particularly in Instagram and Messenger. Well-run. The stock will be in the doghouse, but give them credit for using AI to weed out bad actors on their platform. Look long-term.