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

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Meta Platforms, Inc. (META)

596.10

+2.23 (0.37%)

as of Jul 28, 2026, 4:05:06 pm Market Open.

94 watching

Investor Insights

Jul 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.

Consensus

Mixed

Valuation

Fair Value

Similar

GOOGL

COMMENT

Their political lobby is powerful in Washington. Ultimately, it will probably not be different this time. One of their execs admitted they did not enough for misinformation. They are not doing enough.

SELL

He's long defended it, and FB keeps doing a great job for small business, but leaked memos (https://news.yahoo.com/frances-haugen-facebook-whistleblower-reveals-030034781.html)a bout FB putting growth over safety and today's outage take his breath away. He's owned this forever, but it's time to let it go, though it'll be hard to part with it.

TOP PICK

Data collected is very valuable. Undervalued. Not trading at a large multiple. Ads are moving online and they'll benefit. Still assets to monetize. Has dealt with regulatory issues. No dividend. (Analysts’ price target is $417.96)

TOP PICK

High ROIC, no debt, lots of cash on balance sheet, lots of free cashflow, founder run. Periodically get themselves into trouble, so they go on sale every so often. Reasonable valuation in high 20s. Strong competitive advantage, future growth, well run. No dividend. (Analysts’ price target is $417.96)

BUY ON WEAKNESS

Zuckerberg hopes that one day uses will no longer see FB as social media but as a metaverse company. If he can combine both, then FB could be big, though it could take a long time. As interest rates rise, tech is selling off, but these remain solid stocks including Apple, Amazon and Microsoft which are best of breed. But not quite FB. Shares are down 5% lately though business is booming. FB sells at 25x earnings, cheap. Investors fears advertisers will abandon them. He doesn't see that. FB may need a third party to arbitrate what is "fair" content or not. Its Instagram Kids is merely on pause so they can fix it. He has faith Zuckerberg can pivot to restore credibility.

COMMENT

Negative news about Instagram They've had ethical issues, but hopes they can reform and be better at what they do, so the public believes they are not terrible people. He doesn't think they are.

BUY

They've proven they can take all the hits people have thrown at it. He doesn't like Facebook the platform, just the stock, and it trades at a cheap multiple in this environment.

BUY

It's too powerful to suffer the headlines. She's long Facebook and still believes in it. Overall, we're closer to the end of this dramatic shift from TV ad revenues to digital.

TOP PICK

It boasts a large, growing user base. Data they collect fuels ads and contents. It's one of the most underlevered internet companies. We still haven't seen the monetization of Whatsapp and Instagram. They are getting stronger in mobile. It trades at only 23x. There will be strong cash flow growth ahead. (Analysts’ price target is $416.50)

HOLD

He loves accelerating earnings growth. A favourite. But instead, look at underowned areas of the market. Lots of opportunities outside tech. See his Top Picks today.

PAST TOP PICK

(A Top Pick Aug 08/20, Up 45%) He stuck with it last September when the trend was to sell growth and buy value. But selling means paying capital gains. FB continues to be a growth story internationally and are exploring opportunities in e-commerce to compete against Amazon and Google, and in digital payments, which it just entered.

BUY ON WEAKNESS

Price target of $385.25. 99% of revenues are from advertising. CEO has referred to the metaverse, a virtual environment, but it will take a while to get there. Attractively priced, growing at 25%. Future eyes will be on its user growth. If you can pick it up between $275-325, you'll do very, very well.

BUY

They report Wednesday. He expects them to talk about small business (FB sells a lot of ads to them) especially. He expects a fine quarter because online advertising is so strong.

TOP PICK

Data they collect is unique and valuable for both content targeting and advertising. Undervalued assets. Not expensive. They've become an unfair target of regulatory issues. Great opportunities to grow. Will continue to beat numbers. No dividend. (Analysts’ price target is $390.15)

BUY

COST-Q vs. FB-Q. COST-Q is a great retailer which he used to own. You don't need to be looking for a reason to sell it. FB-Q is still in the early innings of monetizing the electronic advertising market and getting more and more into E commerce. He thinks there is more upside in FB-Q. You can't go wrong either way.

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Meta Platforms, Inc. (META)