NASDAQ:META

Meta Platforms, Inc. (META)

597.27
+3.40 (0.57%)
as of Jul 28, 2026, 4:19:08 pm Market Open.
94 watching
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Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Meta Platforms, Inc. (META-Q) recently showcased a strong performance by reporting earnings of $8.88 per share, surpassing estimates and achieving significant revenue of $59.89 billion, which also exceeded expectations. However, despite an initial surge of 10% following these results and optimistic statements regarding AI boosting their ad business, the stock experienced a notable decline, erasing earlier gains. This volatility was further compounded by CEO Mark Zuckerberg's announcement of an increased capital expenditure for 2025 aimed at enhancing AI infrastructure. Market reactions have been mixed, with the stock showing resilience to some analysts who remain bullish due to its strong earnings and future growth potential, as indicated by a 12-month price target set at $805. Still, the recent plunge of 11.33% after Q3 earnings highlights market uncertainty about the long-term impact of rising capex.

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Consensus
Mixed
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Valuation
Fair Value
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GOOGL
BUY
FB vs. AAPL AAPL's done very well, lots of cashflow. One concern is they're reliant on iPhone for major percentage of earnings. Growth of revenue has been close to 9%, which is weak for tech. AAPL is 31% forward PE with a 10% growth rate, PEG ratio of 3. FB earnings growth has been 25%, and revenue growth 27%. FB valuation makes more sense at 24.5x forward earnings, with a 23% growth rate, PEG ratio of 1.
PAST TOP PICK
(A Top Pick Sep 23/20, Up 33%) Believes a great company even amongst controversy. Great at taking advertising expenditures away from legacy media. Small and medium sized business' who can't afford to advertise on legacy media, switching to Facebook. Will see increasing eCommerce opportunities. Increasingly complex online payment systems will add value. Metaverse will present opportunities as well.
BUY
He's worried as we go into 2022, with tapering by central banks, inflation fear, interest rates going up, highly leveraged companies will struggle. He just owns FB, so go with that instead of smaller names.
BUY
Call buying in AMD, MSFT and Nvidia has been huge, and now we're seeing it with FB. 27,000 of Dec. 31 $360 calls, going 26 cents to $1.50. A lot of activity in these big-cap techs, and they're all looking for an explosive move this week.
WATCH
It's no longer a social media platform. He's wrapping his head around the metaverse--virtual reality and real estate and other applications? It has the potential for the way people will interact with each other. People will spend a lot of time in front a screen (already are). You own FB stock because you believe in the transformation into the metaverse, which is starting only now and will lead to a generational transformation, one hopes.
COMMENT
Facebook not as expensive as was previously. Lots of free cash flow and no debt. Lots of assets(Instagram and WhatsApp). Regulatory issues surrounding company have not been dealt with well. Facebook one of few places to advertise online effectively. Opportunity in eCommerce. Change in management might be necessary. Small business not advertising in newspaper anymore (good for Facebook).
PAST TOP PICK
(A Top Pick Sep 23/20, Up 30%) Still likes. Difficult stock to own. The written press loves to hate it. 3B people use it every day. Best mousetrap for small and medium businesses to advertise. Trading cheaply because of the negativity.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Nov 17/21, Down 9.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FB has triggered its stop at $308. To remain disciplined, we recommend covering the position at this time. We will look for better opportunities. Combined with our previous buy recommendation this results in a net investment loss of 3%.

COMMENT
For all things metaverse, take a look at this name or Unity Software instead of RBLX.
BUY
A powerhouse. Ad revenue per user continues to climb. Augmented and virtual reality will continue to drive revenue and earnings growth. Trades at 25x forward earnings, 23-25% growth rate, very good value in the tech space. Executing well.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly FB, now going by the new name of Meta Platforms, is reiterated as a TOP PICK. Despite people's comments regarding their social media operations, the company continues to stand out. It trades at 24x earnings, compared to peers at 79x. Recently reported earnings showed a 57% increase over this year, inline with its 50% annual growth rate of the past five years. It continues to build cash reserves, while it has been buying back stock aggressively. We would recommend trailing up the stop (from $275) to $308, looking to achieve $403 -- upside potential over 18%. Yield 0% (Analysts’ price target is $402.29)

DON'T BUY
She owns GOOG instead. Rising rates are a headwind for growth or tech companies. Cashflows are discounted by a certain percentage, and this percentage gets larger when interest rates go up. Regulatory scrutiny will overhang the stock for a while.
TOP PICK
Facing negative press, but the bottom line is this company has some of the best advertising assets on the planet. CEO is a historically good allocator of capital. Look at the Instagram acquisition. Profitability embedded in the core business. No dividend. (Analysts’ price target is $398.64)
WEAK BUY
Amazon vs. Facebook He owns both. Amazon has a better story a year from now, though both have issues. Online shopping will continue but the end of Covid will slow down; also Amazon's labour issues will rise. The problem with FB is that they're under much more scrutiny. Also, Apple has hurts Facebook in online ads (tracking users on the platform), so Amazon isn't effected. FB is going through a transition. Also, Amazon's cloud business will continue to be strong. Amazon is a better play, though both will do well.
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