NASDAQ:META

Meta Platforms, Inc. (META)

550.25
+7.38 (1.36%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 27, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Meta Platforms, Inc. (META-Q) has shown strong performance in its recent earnings report, beating estimates with earnings per share (EPS) of $8.88 and revenue of $59.89 billion. However, the stock faced volatility, experiencing a significant drop of 11.33% following an announcement by CEO Mark Zuckerberg regarding increased capital expenditures aimed at enhancing AI infrastructure. Despite initially surging by 10% after the favorable earnings report, shares have been trailing downward, confusing investors. Analysts remain cautiously optimistic, forecasting lower earnings and revenues in the upcoming quarter while social media mentions have seen a substantial increase of 319% in the past 24 hours, pointing to heightened interest in the stock.

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Consensus
Mixed
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Valuation
Fair Value
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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.
PAST TOP PICK
(A Top Pick Jan 10/20, Up 19%) There is definite headwinds with regulatory oversight but there is still runway. Growth rate is around 20% and trading around 21x 2022. Price to growth, it is fine. Monthly active users just beat expectations. Average revenue per user is $10. A name you want to buy into asides the regulatory risk.
BUY
He may be the only one who expects an amazing report from them next week, based on so many small/medium businesses advertiser on their platform. If managers say anything about monetizing their other businesses, this can challenge new highs. They report Wednesday.
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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 has benefited from the upgrade by analysts at BMO, who are now calling for a $325 stock price target. They feel the company is poised to have eCommerce vertical integration within the platform become more seamless which will help with future revenues. As one of the big FANG companies, its PE of 31x earnings is cheap compared to the sector average of 84x. We would buy this with a stop-loss of $210, looking to achieve $325 -- potential upside of over 19%. Yield 0% (Analysts’ price target is $322.24)

HOLD
Price target of $314. Being held back by regulatory issues. It's actually cheap. They have the resources to be a leader in AR. Stick with it.
BUY
Given political clouds from Washington They lead the charge in where society is going in social interaction and networking, but on the other side people are screaming that Facebook is not doing what they intended to do. Are they a publisher? Responsible for what users write? This is a very difficult question. Nobody wants to see terrorist acts appearing on social media, but how far can you pull back free speech? Tough question. For investors, people continue to love FB for its ongoing growth as user numbers and advertising levels continue to increase. They will continue to grow revenues, cash flows and earnings. The politics are a risk, but risk is inherent in any stock.
BUY

One of his top holdings. Not expensive. 24x earnings for 20-25% growth. Will benefit from long-term secular trend of more digital ads. Regulatory risks won't have a meaningful impact on earnings. If he had to choose between this and Google, he'd choose FB by a hair.

BUY
The numbers are great, but the numbers are down because of politics. Don't worry about that. Still good.
BUY

Great entry point around $270. Has had media headwinds from Apple and DoJ. 12-month price target of $321. Metrics come up favourably every time.

BUY
The anti-Facebook battle from Washington won't effect the stock, but this will drag on for a while as a political football. FB is a core advertising platform for many companies. Even if Facebook is forced to break up, it probably won't have a big, negative impact on the pieces.
PAST TOP PICK
(A Top Pick Dec 16/19, Up 36%) It looked like their revenues would be flat but they are up 22%. FB users increased 9-12%. They grow at a 20% clip. It is still attractive.
BUY
Has owned it for a long time. They are one of the advertising giants. They had a great quarter. Trading at 22x 2022 earnings. Not bad for modelled growth of 28% EPS. It is a slam dunk. The risk is anti-trust regulations. He believes they will be okay and he is adding to the name.
BUY
He's buying now. In the long-term, the risk is higher that you don't get in, rather than trying to get it at the cheapest price. Buy now. Appreciation will be meaningful.
BUY
Subject of anti-trust. Nothing new. These lawsuits are difficult to win and go on for years. He's not overly concerned, and neither is the market. More interesting is its responsibility to monitor site content. Enormous following.
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