NASDAQ:META

Meta Platforms, Inc. (META)

550.25
+7.38 (1.36%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 27, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Meta Platforms, Inc. (META-Q) has shown strong performance in its recent earnings report, beating estimates with earnings per share (EPS) of $8.88 and revenue of $59.89 billion. However, the stock faced volatility, experiencing a significant drop of 11.33% following an announcement by CEO Mark Zuckerberg regarding increased capital expenditures aimed at enhancing AI infrastructure. Despite initially surging by 10% after the favorable earnings report, shares have been trailing downward, confusing investors. Analysts remain cautiously optimistic, forecasting lower earnings and revenues in the upcoming quarter while social media mentions have seen a substantial increase of 319% in the past 24 hours, pointing to heightened interest in the stock.

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Consensus
Mixed
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Valuation
Fair Value
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BUY
After the bell, they reported a revenue miss and Q2 revenue guidance was light, but daily active users are up 4% (surprising the street), cut their expense guidance and beat their bottom line. The report surprised.
BUY
He'd buy more, because the valuation is so low. The short-term big risk is the change in the Apple devices that stop Meta from tracking Apple users, which impedes online advertising, which drove Meta's growth ever since it went public. Now, that's being challenged, because Apple has removed the ability. Will this impact their mobile advertising? Meta and Alphabet dominate mobile advertising (he likes both). Watch for their report tomorrow.
DON'T BUY
Regulatory scrutiny. Change in operating system for advertisers has slowed growth, as advertisers look elsewhere. Stay away until you see stabilization in that area. She owns GOOGL instead.
BUY
It's time to retire the FAANG acronym he created years ago. These stocks don't thrive in an environment where rates keep rising, where the market values value stocks. The only ones cheap in terms of valuation relatively to growth rates are Alphabet and Facebook (he owns both).
STRONG BUY
It got punished in Q1 due to a disappointing report, but he expects a strong-half of 2022 for Meta/FB. He is buying this aggressively.
BUY
Now, you need boring, low PE stocks, the opposite of those hurt by inflation, such as Alphabet or Meta. They sell at historically cheap PEs. In healthcare, Eli Lilly is his top pick.
BUY
It's astonishing to see a company as disliked as this, but Meta has over two BILLION users. It keeps releasing new products to engage audiences. It's the #1 ad platform in the world and makes a ton of money. It's now trading at a record-low PE. Changing their name and focus to Meta and the metaverse is a gamble. Also, the CEO is a wild card and Meta faces regulatory pressures. There are some headwinds. But at the end of the day, billions of people use Facebook; in many countries people equate the internet with Facebook. This stock is very, very cheap, because shares have fallen. Meanwhile, revenues and profits keep rolling in. Sometimes buying an unpopular company is a good thing.
PAST TOP PICK
(A Top Pick Mar 04/21, Down 24%) TikTok has taken away viewership. Data they get from users is still valuable. 15x earnings. Cashflow will go down this year, back up next year. Regulatory pressures. Great assets that they need to monetize. Stock might benefit if top executives left.
COMMENT
Be careful - exited his position last year. Users can turn off tracking and therefore advertisers. It is very profitable but can they sustain earnings when people turn off tracking/advertising. Others can compete better in the advertising field.
BUY

Great opportunity to invest in business at current prices. Believes is a high quality/long term business. Business suffering from short term challenges. Free cash flow, balance sheet, ability to buy back shares very strong. In 10-20 years, company will still be preforming.

BUY
Who'd have thought you could get it for under $200? He buys 6, 9, even 12-month calls, though you might have to pay up because of the volatility. It will take a couple of quarters for the CEO to regain trust lost on the last earnings. Still a leader in social media, lots of tools in their kit, second-largest digital advertiser, great free cashflow.
TOP PICK
FB was doing extremely well until the last quarter. Revenue growth as fine, but it has suffered political pressure, facing competition from Tik Tok, and are lower advertising opportunities due to Apple, but these can all be fixed. For instance, Reels (that FB is developing) will compete with Tik Tok. If FB reaches the metaverse and leads in this, it will be a huge win. Selling at 12x earnings, and remains extremely profitable. Revenues are still growing at 15%. If they stop doing the sundry stuff, shares would skyrocket. It's extremely cheap now. A turnaround story. (Analysts’ price target is $325.17)
WEAK BUY
Shift away from tech into cyclicals. Cheapest valuation since its IPO. Regulatory hurdles. Longer term, will continue to grow, as digital ads can go nowhere but up. Metaverse growth is something to consider as well.
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TOP PICK
The stock is plunging since the beginning of the month. Trading at 14X EPS. Metrics were disappointing but Greg Newman and Gordon Reid still think the company is undervalued. They are optimistic about the pivot to the metaverse and recently gave BUY signals. Social media mentions are up 122% over the past 24h.
DON'T BUY
Go with GOOGL instead. Statistically looks inexpensive, but its business is changing dramatically. Core business under attack, future business is uncertain. Generates a lot of cash, but capital allocation is toward the unproven. Avoid it like the plague.
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