NASDAQ:META

Meta Platforms, Inc. (META)

742.37
+14.29 (1.96%)
as of Oct 5, 2026, 4:20:12 pm Market Open.
94 watching
0
DON'T BUY
Free cash flow is weakening, and there's not a willingness by management to prioritize their spending. This is a show-me story.
DON'T BUY
Unbelievable. Zuckerberg is tone deaf to what the market wants. Shocking that more losses to come in the metaverse spend, no revenues whatsoever to come for many years. That shocked investors. Core businesses have been fine, though those businesses weren't as good as people thought. Competition from TikTok is insane. He sold, and has no interest in getting back in until less focus on metaverse spending.
premiumPremium content

🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Stockchase Premium

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

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.

PAST TOP PICK
(A Top Pick Oct 21/21, Down 61%) 15x forward earnings, price to sales about 30.1x which is not bad for tech. No major catalysts ahead. The future is all about the metaverse, but that's some time away. Negative revisions to free cashflow and topline growth, softness in ad spending. Changes to Apple's iOS has been a challenge.
DON'T BUY
They just reported mixed results, better than expected sales, but some shortfalls. they may be delusional. Their forecast was lacklustre and Zuckerberg warned of steep losses in 2023. Meta is a nightmare for shareholders. Tik Tok is crushing peers. Meta should've pre-announced its shortfall!
BUY
Got a big downgrade today with strong calls to reduce their spending on the metaverse. Shares are down 61% YTD. But he thinks Zuckerberg can pull it off long term. The sell-off offers a fine entry point.
BUY
Though its earnings can disappointed, Meta at this PE is so cheap that the stock is attractive.
DON'T BUY
It's the ultimate value trap. Meta lacks any clear direction. They just lost their head of acquisitions that bought Instagram and Whatsapp. Avoid. He is cautious about all the FAANGs. The share buybacks though will cushion all their downsides.
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.
Showing 241 to 255 of 883 entries