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

Meta Platforms, Inc. (META)

742.37

+14.29 (1.96%)

as of Oct 5, 2026, 4:20:12 pm Market Open.

94 watching

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.

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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Meta Platforms, Inc. (META)