Opinions The Weekly Buzzing Stocks by Billy Kawasaki
Meta Platforms IncMETATOP PICKOct 27, 2022
Stock 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.
Facebook's mission is to give people the power to build community and bring the world closer together. The company builds useful and engaging products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and in-home devices. Facebook also helps people discover and learn about what is going on in the world around them, enable people to share their opinions, ideas, photos and videos, and other activities with audiences ranging from their closest family members and friends to the public at large, and stay connected everywhere by accessing its products, including: Facebook enables people to connect, share, discover, and communicate with each other on mobile devices and personal computers. There are a number of different ways to engage with people on Facebook and build community, including Facebook News Feed, Stories, Groups, Shops, Marketplace, News, and Watch. Instagram brings people closer to the people and things they love. It is a place where people can express themselves through photos, videos, and private messaging, and connect with and shop from their favorite businesses and creators. Social media mentions are up 66% in the past 24h.