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

Meta Platforms, Inc. (META)

671.11

+5.51 (0.83%)

as of Sep 15, 2026, 7:00:08 pm Market Open.

95 watching

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.

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.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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.

Showing 376 to 390 of 872 entries

Most Recent Experts

Keith Richards

ValueTrend Wealth Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Ryan Bushell

Newhaven Asset Management

Liz Young, Head of investment strategy at SoFi

SoFi

Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Meta Platforms, Inc. (META)