Meta Platforms, Inc. (META) Buy, Sell or Hold

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Meta Platforms, Inc. (META)

593.87

-1.32 (0.22%)

as of Jul 27, 2026, 8:00:00 pm Market Open.

94 watching

Investor Insights

Jul 26, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Meta Platforms, Inc. (META-Q) recently showcased a strong performance by reporting earnings of $8.88 per share, surpassing estimates and achieving significant revenue of $59.89 billion, which also exceeded expectations. However, despite an initial surge of 10% following these results and optimistic statements regarding AI boosting their ad business, the stock experienced a notable decline, erasing earlier gains. This volatility was further compounded by CEO Mark Zuckerberg's announcement of an increased capital expenditure for 2025 aimed at enhancing AI infrastructure. Market reactions have been mixed, with the stock showing resilience to some analysts who remain bullish due to its strong earnings and future growth potential, as indicated by a 12-month price target set at $805. Still, the recent plunge of 11.33% after Q3 earnings highlights market uncertainty about the long-term impact of rising capex.

Consensus

Mixed

Valuation

Fair Value

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GOOGL

WATCH

Facebook has largely matured, young people are migrating to other platforms. Metaverse is cash-consuming. Looks really cheap, but could fall another 10%. If more clarity on Metaverse and online ad numbers grow, that's the time to step in.

BUY

He still believes there is growth in Instagram and Facebook, while Whatsapp is a great property and Reels is rivaling Tik Tok. It boasts better demand and balance sheet than, say, SNAP.

PAST TOP PICK

(A Top Pick Sep 30/21, Down 61%) Sold his holdings at the end of the second quarter. It is cheap but the Apple security settings has hurt them. Doesn't have its own operating system so relies on others. There is more advanced competition such as Amazon. Google is moving to a similar thing in 2023. It has spent a lot of money on the metaverse which is not generating any money yet.

BUY

Their core business is real, has quality, size and scale with 2-3 billion daily and monthly active users have. They probably will fix Reels, though it's a show-me story. Balance sheet is strong with $20 billion in free cash. Cost-cutting amounts to $6 billion. They have many levers to pull. She expects solid earnings through revenues could be lower because digital ads are slowing, plus they face competition. Their base business alone is worth more than the current 11x PE.

SELL

He exited. Wasn't confident that the new business plan had enough visibility in the face of spending 10s of millions of dollars. Market share is falling, regulatory issues, Apple's privacy policy has hurt them badly. Worrisome.

PAST TOP PICK

(A Top Pick Sep 29/21, Down 59%) Will continue to hold, and has been buying more shares. Believes company is grossly oversold. Company able to generate large amounts of free cash flow. Not worried about future of the company. Young founder (Mark Zukerberg) that will continue to manage business. 45% of global population uses Meta products.

SELL

Sold it today when it made a new 52-week low (the market is sharply selling today). She either added to this or sell it. Their rebrand has not helped their engagement numbers, though she has considered if/how the metaverse can drive that engagement in the future. Meta won't benefit from that in the next 12-18 months. So, she sold.

BUY

Her time frame is very long and has held it for a long time (and bought at much cheaper). She remains bullish. Meta if fairly valued and generates a lot of cash. People are misreading Zuckerberg.

BUY

Quality stock in the new economy. Those are the ones that will come off the bottom first. There's a lot more safety buying the big guys at the bottom. The leverage comes when the market starts to take off, and then you can drop down to second-tier and go from there.

HOLD

It's cheap on a valuation basis, if you strip out the cash. But Meta faces Tik-Tok and negative biases. Ad spending comes down in a recession, so that makes Meta less attractive. Cash flow generation remains good, so there is value here, but a market hates anything driven by ad spending if there's a recession coming. No one who owns Meta loves it; it's down so much.

Unspecified

It is now very cheap but the headwinds are that they have spent billions on the metaverse. Can they execute on this investment. Investors are concerned over the slowing down of the advertising component. He is not sure whether it is a value trap or an opportunity.

DON'T BUY

Heavily sold off recently with rising interest rates. Change in direction for the company into virtual reality may, or may not pay off. Has since sold shares. Not enough viability on future of company. Is hard to determine whether company will be successful.

PAST TOP PICK

(A Top Pick Aug 24/21, Down 56%) It was hard to do but he sold their position three weeks ago even though it has a good valuation. Sold it because it is hard to reconcile the impact of privacy changes going on around the world. The FTC sees this as the first company to take to court because of its very large size. Also it spent $27 billion on the Metaverse causing an operating loss and it's hard to see where the Metaverse goes from here.

COMMENT

Morgan Stanley just cut their price target It's very painful to hold this. The market is undecided about Zuckerberg's move into the metaverse. You have to believe in his vision to hold this. That's one reason to own it. If you are giant brand like Nike that will advertise in the metaverse, you need to do it in a curated platform so you can control the message. If you don't like that vision, don't own Meta. That said, Meta remains the ad platform for small business. This stock has been slaughtered in share price and weighting. Meta has to prove to him--to show him.

COMMENT

It's been painful to own and is on the chopping block because its core businesses are shrinking as it makes huge investments in business that are unlikely to make money soon. Also, free cash flow generation fell 55% YOy in Q2. It's like a classic value trap now. The free cash flow yield is 4%, but 8% in the past 12 months. He loves the product, but Meta is now a show-me stock, and it hasn't shown him.

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Meta Platforms, Inc. (META)