NASDAQ:META

Meta Platforms, Inc. (META)

741.88
+13.80 (1.90%)
as of Oct 5, 2026, 8:41:29 pm Market Open.
94 watching
0
COMMENT
The headline today is that supply chain disruptions are hurting the advertisers who provide the revenue to Facebook and Google, but the market goes through phases. For example, 2-3 weeks markets were deeply worried about inflation and Evergrande, but if you ask someone today they'll think that Evergrande is a Las Vegas casino. Things are transitory. People come back to these stocks when they feel they're selling at attractive levels, and these tech stocks are still the big growth engines.
TOP PICK
Huge numbers for active users and revenue. Bouncing off the 200-day MA, a buying opportunity. Ad revenue per user continues to climb. 24x PE, with 25% EPS growth rate. Solid valuation. They report next week. No dividend. (Analysts’ price target is $418.30)
WAIT
On his radar. Whistleblowers, regulators, and politicians on their backs. Average 12-month price target is $416, good runway ahead. Rumours of name change, which clouds it further. There are better opportunities without the uncertainties. He'd like to get back in. He'll review next week's earnings report.
DON'T BUY
He gets a lot of questions about this and avoids it. He doesn't know how they get around these regulatory pressures. He prefers Google in the online ad space.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Despite all the negative headlines, Facebook's fundamentals remain strong. Its price/cash flow stands at 20.6x, half the industry standard and its PE of 25.3x is also far below its peers. Gross, operating and profit margins are also strong beats. For instance, Facebook's profit margin stands at 37.18% vs. Twitter's 8.64%. FB's ROI is 27.42% compared to, say,Visa 's at 16.66%. Snap's performance in these categories is all negative.
TOP PICK
It's always in trouble. The negativity is not just on FB; it mirrors society. Everyone hates it, but everyone uses it. Lots of leverage left still. It won't go away until advertisers stop seeing amazing results. Most efficient form of communicating. Growing faster than the market. No dividend. (Analysts’ price target is $416.96)
COMMENT
Zuckerberg penned a long rebuttal against whistleblower allegations against FB, which isn't enough. However, at least he's talking about safety is a core value and admits he needs to take charge of FB's teenage problem. He fears resolving this problem could be expensive, but at least he thinks Zuckerberg will embrace a safety-first attitude even if it hurts earnings. He belives Z must personally take charge of this, and he believes Z will do it.
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.
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