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

Meta Platforms, Inc. (META)

613.44

-11.08 (1.77%)

as of Oct 30, 2026, 7:34:00 pm Market Open.

93 watching

BUY

Allan Tong’s Discover Picks Overall, the quarter was mixed, though investors perked up on the daily active users numbers and the EPS beat of $2.72 above $2.56. The market bumped the stock from $174.95 to $205.73 the day after that report. Meta is out of the dog house, and is attractive at a 15x valuation. However, it will be investing in the metaverse through 2030. Reality Labs, its VR research and development arm, suffered $2.96 billion in losses in Q1 compared to $1.83 billion the previous year. (Meta will lower operating expenses this year, though.) It's too early to tell whether the metaverse will pay off or what it will even be. In the meantime, investors should keep in mind that Meta is a cash cow with an ad-driven business model generating $30 billion annually at a free cash flow yield of 11%. Sure, many governments hate Meta/Facebook, but it hasn't stopped people from using it. Read Are tech stocks alive? for our full analysis.

PAST TOP PICK

(A Top Pick May 12/21, Down 40%) Guidance predicted difficulties going forward. High multiple stock that fell. 16x earnings, below intrinsic value. He'd buy here. EBITDA margins between 45-50%, great balance sheet, lots of cash. Second largest player in digital ads. Lots of chances for monetization. Major headwind is inability to buy anything big. Organic growth is quite nice.

TRADE

It has had issues in the news that have kept the stock price inexpensive - now undervalued. It is spending a lot of money on the Metaverse. He is not adding because he is unsure of the upside. Advertising revenue is very important so limited growth ahead. Also limited because of size.

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TOP PICK

Reached a 52-weeks low last month. Slowing growth and pivot to virtual reality is scaring investors. Balance sheet is still great. Good growth potential. Barry Schwartz recently reiterated it as a top pick. Social media mentions are up 116% for the past 24h.

PAST TOP PICK

(A Top Pick May 04/20, Down 3%) It is facing a lot of competition. Growth is slowing to a more normal rate which bothers investors. It is a very good value at 12 or 13 times earnings with a great balance sheet.

DON'T BUY

Meta has been decimated by Apple's policies. And they're in an investing mood, so there's less cash. Also, the consumer is living paycheque to paycheque where costs have outpaced wage raises.

BUY

The tech companies' growth rate has not slowed, but their PEs have been slashed to anticipate a slowdown which hasn't happened yet. E-commerce around the world hasn't happened yet. His portfolio is enjoying the best cash flow ever--the America consumer is on fire like never before. He likes it that people think the world is ending, because this is the time to buy. Zero chance of a recession this year. We're not seeing another dotcom bubble. Meta's cash flows haven't changed at all and he doesn't see that happening. Yet, shares have been crushed by half. Meta is the best example of tech being oversold and being on sale. It offers growth. No slowdown here.

PAST TOP PICK

(A Top Pick May 25/21, Down 36%) He sold it. Troubled times with more than its share of challenges. They were losing share to TikTok. Meta's Reels is trying to catch up. The company changed its name to Meta to transition to the metaverse. They may succeed, but it will take years and cost a lot.

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TOP PICK

Stockchase Research Editor: Michael O'Reilly FB has laid to rest the fear that users are leaving the platform as average daily users has increased to 1.96 billion - yes, that's with a "b". It trades at 14x earnings, compared to peers at 32x and supports a ROE of 29%. It has been very aggressively buying back shares. We recommend setting a stop loss at $165, looking to achieve $315 -- upside potential over 54%. Yield 0% (Analysts’ price target is $316.43)

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.

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Meta Platforms, Inc. (META)