NASDAQ:META

Meta Platforms, Inc. (META)

745.77
+17.69 (2.43%)
as of Oct 5, 2026, 3:31:51 pm Market Open.
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COMMENT
They report Wednesday. He expects a beat and forecast cut. Once expectations get low enough for the metaverse, then this stock becomes a buy.
COMMENT
There is a serious overhang with the IOS changes.
DON'T BUY
He sold Meta in recent months, because it's too risky and faces competition from Tik Tok, though Meta has rolled out Reels. Meta needs to reinvent themselves through the metaverse, which is really AI. The metaverse just might be the next great thing, but can Meta support its business until then. Meta's costs are rising.
BUY
You don't fully have to believe in the metaverse to get behind this. Just look at the number of Instagram influencers who are multi-millionaires who will continue to monetize the platform.
BUY
Owns Meta and MSFT instead among FAANG. Meta trades at 12x, so he recently added more. Meta is a hated company, but look long-term.
TOP PICK
You seldom buy shares in a company below fair market value unless there's a short-term glitch. Meta is seeing several glitches at once. Yet, it owns 4 of the top 6 social media platforms and have around 3 billion daily/monthly users, which is plateuing but still increasing. Around 40% of the planet uses their platforms daily. Huge cash flow which keeps growing. Has no debt. High margins. Trades at only 12x earnings. The narrative around Meta is poor now, but this opens a buying opportunity. Meta is buying back a lot of shares these days. (Analysts’ price target is $272.89)
COMMENT
Shares plunged today after the CEO warned (in an internal memo) of hiring cutbacks because he expects one of the worst economic downturns in return history. The statement was abrasive. Meta still wants to spend money, but how in the current circumstance as they continue to build the metaverse?
COMMENT
Shares plunged today after the CEO warned (in an internal memo) of hiring cutbacks because he expects one of the worst economic downturns in return history. Tightening is not bad for a company; nothing like a crisis to make a company more efficient. The tech world felt that growth would last forever, but now there is definitely a reassessment. Job-cutting would make Jay Powell's job easier.
WEAK BUY
Shares plunged today after the CEO warned (in an internal memo) of hiring cutbacks because he expects one of the worst economic downturns in return history. Not a huge surprise; Meta already had a hiring freeze. Tech valuations in general have fallen so much with share prices that the stocks are looking interesting and worth buying or considering. Meta is trading at a low 13x earnings. Not good news, but this could be an opportunity for a long-term buyer.
BUY
Allan Tong’s Discover Picks The amount Meta paid is a drop in the bucket for company worth nearly $500 billion, but it makes shareholders like me shake my head over why the company keeps stepping into unnecessary controversies. It doesn’t help the share price which has tanked by more than half from its 52-week high of $384.33. And it doesn’t attract ESG investors who value good corporate governance. So, why not sell Meta stocks? Read 3 gems from the Collision technology conference for our full analysis.
PAST TOP PICK
(A Top Pick Jun 17/21, Down 51%) Trades at 12x earnings, a discount to the market. Estimated to have $17 billion free cash flow for 2023. They have a lot of user data. TikTok is a competitor, but Apple's privacy rule change is a bigger problem for them to solve. That's why FB wants to enter the metaverse--so FB can control that platform. FB still has Instagram and Whatsapp that they can grow even more. All the bad news is priced into the stock already, but it will remain volatile. He's holding on.
BUY
They have a major transformation going on. Reels is on the uptick and metaverse will be operating soon and be exciting, says CEO Zuckerberg and he agrees. And yet, Meta gets downgraded like some digital ad company. Meta is more than that.
TOP PICK
It's been cut in half in the last 9 months. FB is now selling at 12x 2023 earnings. A leader in apps (Whatsapp, Instagram) which will help grow Meta's revenues by at least 15%, has no debt, yet massive profit margins. They have $60 billion of cash on their balance sheet so they could buy back stock. This is an incredible opportunity though the metaverse could be a decade away. Believes this can sharply rebound. (Analysts’ price target is $277.28)
HOLD
Holding on because they have monetized their user base well in the last few years. There remains an overhang of negative sentiment to own this stock. It's in the penalty box for the next several quarters, but she believes they can pivot into the metaverse in coming years.
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