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NASDAQ:META

Meta Platforms, Inc. (META)

547.26
+3.59 (0.66%)
as of Aug 19, 2026, 2:45:25 pm Market Open.
94 watching
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Investor Insights
star iconAug 18, 2026, 12:00 am

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

Meta Platforms, Inc. has experienced a tumultuous week, highlighted by a significant drop in share price, falling over 17% following disappointing second-quarter earnings that came in below market expectations. Despite a reported earnings of $6.18 per share, which disappointed analysts who estimated $7.19, the company's revenue of $59.89 billion exceeded projections. In contrast, the previous quarter showcased a strong performance, with earnings surpassing estimates, driven by advancements in AI that boosted its ad business. However, recent endeavors to increase capital expenditures to accommodate AI infrastructure have led to uncertainty, contributing to stock volatility. Overall, analysts are divided on the trajectory of the stock, with a noticeable surge in social media mentions reflecting heightened investor sentiment.

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Consensus
Negative
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Valuation
Overvalued
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GOOGL
PAST TOP PICK
(A Top Pick May 06/20, Up 51%) 12-month price target of $379. Firing on all cylinders, but still has a lot of places they can monetize. A bit controversial, but still a 45% increase in ads Y/Y. Good long runway.
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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 Jan 21/21, Up 19.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FB has achieved its $325 target. To be disciplined, we are recommending covering 50% of the position and trailing up the stop (from $210) to $275 -- just above the original recommended buy level. This would all but guarantee a minimum investment return of 10%.
BUY
As he predicted, FB delivered super numbers after the bell today, because of a resurgent online ad business.
DON'T BUY
Advertising space has been quite lucrative. Facebook has done well with this. There are a number of good things going for FB. The long term issue is the regulatory pressure on big tech. There are also lawsuits underway. There is also a tax issue and if it has to pay 10-15% more tax, there will be issues with the stock price.
BUY
It reports Wednesday and could report a blowout, judging by Snap's strong report yesterday. He expects them to knock it out of the park to all-time highs.
PAST TOP PICK
(A Top Pick May 12/20, Up 49%) Of the megacap tech stocks, this is the cheapest at 25x earning with growth around 10-15%. Has a great base. The controversy will continue, but Democrats and Republicans hate FB for opposite reasons--which is the sweet spot.
BUY
Facebook is trading at 27x earnings despite fast growth. It's now one the cheapest growth stocks around. It's where advertisers go.
PAST TOP PICK

(A Top Pick May 04/20, Up 46%) Controversial holding. People like that it's moving into virtual reality. Demand for ads, partnership with Shopify are pluses. Still reasonably priced.

BUY
It enjoyed a couple positive research reports. CEO Zuckerberg faced Congress last week which he considered a confused hearing about regulating social media. No surprise that some analysts wrote positively about FB, because this Congress likely won't do anything about social media. Also, FB's growth is accelerating, selling at 21.6x 2022's earnings, cheaper than any consumer product stock he follows.
BUY

CAD is fairly valued here. Loves the FANG stocks. Super highly cash generative businesses. Super high ROIC. Not really that expensive. FB and GOOG trade at 24-28x forward earnings, when the market's at 22x. No matter what your outlook on the CAD is, you could be buying these names.

TOP PICK
Trades at 26x earnings. Strong user base. Under levered. Instagram can still be monetized. Lots of free cash. Sees great growth in revenue produced per user in Europe and underdeveloped areas of the world, which will benefit free cashflow. No dividend. (Analysts’ price target is $335.11)
PAST TOP PICK
(A Top Pick Feb 27/20, Up 40%) Still really likes it, though it's gone sideways. Long-term, makes sense. Advertisers love it. Not expensive. Trades at 23x earnings, with a 21% EPS growth rate.
COMMENT

After Trump, users embrace sweet, more civil interaction in their social media, not rage and arguments. Zuckerberg is a great businessman, but FB's lack of moderation has cost him user trust. Winning back that trust is tough. Advertisers will pay more for Pinterest than FB--your ad may appear to ugly politics on FB, but next to a quilt on Pinterest.

PAST TOP PICK
(A Top Pick Feb 11/20, Up 30%) It is his second largest holding and he is more excited about it than last year. Longer term they are very well positioned in the ARVR space.
COMMENT
All insiders are selling right now, whereas the firm continues to buy back shares. There will be an ESG aspect of company insiders selling shares when the firm is buying them back. Congress will probably come down on companies like this. However, insiders do have regular sell-programs. In general, corporate insiders have been massive sellers since the run-up.
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