NASDAQ:META
Meta Platforms, Inc. (META)
742.21
+14.13 (1.94%)
as of Oct 5, 2026, 8:18:02 pm Market Open.
94 watching
Financials 
Technical Analysis 0
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.
John O'Connell, CFAOwned
Technology
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Premium contentPAST 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%.
Technology
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.
Stan WongOwned
Technology
Premium contentTOP 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)
Technology
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)
Shane ObataOwned
Technology
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.
Paul Harris, CFAOwned
Technology
TOP PICK
The stock has been punished over the last few weeks. Stepping back, they have 2.5B monthly active users. So many ways to monetize this. The metaverse move is a bet but the team has been successful. Forefront of the future. Trading at 20x 2022 earnings. (Analysts’ price target is $401.00)
Greg NewmanOwned
Technology
BUY
The metaverse will probably be part of the future. Facebook is getting involved. Trading at 19x and forecast to growth 15%. Monthly active users are around 3B people. Many ways to make money.
Greg NewmanOwned
Technology
BUY
They'll showcase the metaverse tomorrow. Sure, they need to stop some users from inciting violence. But in the end, FB offers a way to everyone to tell their story. Also, FB helps a lot of small/medium-businesses sell goods and services. They have $358 billion cash that he thinks they'll mostly spend on the metaverse.
Technology
DON'T BUY
They were once bulletproof, but now they're showing weakness. The buyback may support shares tomorrow. A week ago, FB bounced off its 200-day moving average, then fell right into its 200-day right before today's report. This means there's embedded weakness in the stock. We're starting to see critical mass where people are not getting behind FB, and rather advertising dollars are supporting FB. CEO Zuckerberg doesn't look as sympathetic to the public anymore. The stock is seeing a bounce now, but not as strong as recent reports.
Technology
COMMENT
It's up 1.5-4% after hours despite a mixed earnings report, but up because of further share buybacks. People were already concerned about the Apple data issue on Facebook, so that's already priced into the share price. The share buyback is good enough to keep shares above current support, and in fact likely gets a little bounce. But he's worried about stalling user numbers. Add to this political headwinds. FB can still rise, but it's not as great a buy as it was 6 months ago.
Technology
HOLD
It's up 1.5-4% after hours despite a mixed earnings report, but it's up because it announced further share buybacks. The expectation were so low heading into their report today, given Snapchat's poor report and FB's earlier comments on the Apple impact on FB's ad campaigns. Digital ad growth has been so strong leading up to this report. The $50 billion buyback is nice, and the metaverse that Zuckerberg envisions is an exciting growth area though investment costs could rise in this area. FB can dominate with any new products with anything they want, and that's what this story is about. Zuckerberg suggest there's a conspiracy against FB in today's call? By who? No, FB has done a lot of this to themselves (referring to recent leaked documents). Shares were due to bounce; he thinks it'll hold this level.
Technology
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