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

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Meta Platforms, Inc. (META)

596.10

+2.23 (0.37%)

as of Jul 28, 2026, 4:05:06 pm Market Open.

94 watching

Investor Insights

Jul 26, 2026, 12:00 am

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

Meta Platforms, Inc. (META-Q) recently showcased a strong performance by reporting earnings of $8.88 per share, surpassing estimates and achieving significant revenue of $59.89 billion, which also exceeded expectations. However, despite an initial surge of 10% following these results and optimistic statements regarding AI boosting their ad business, the stock experienced a notable decline, erasing earlier gains. This volatility was further compounded by CEO Mark Zuckerberg's announcement of an increased capital expenditure for 2025 aimed at enhancing AI infrastructure. Market reactions have been mixed, with the stock showing resilience to some analysts who remain bullish due to its strong earnings and future growth potential, as indicated by a 12-month price target set at $805. Still, the recent plunge of 11.33% after Q3 earnings highlights market uncertainty about the long-term impact of rising capex.

Consensus

Mixed

Valuation

Fair Value

Similar

GOOGL

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.

PAST TOP PICK

(A Top Pick Nov 28/19, Up 41%) They're figuring out how to monetize their assets. Target of about $315 over the next year.

BUY

Advertising on this platform remains a bargain for small/medium-sized business. Also, FB has plans to move into its own currency. FAANG stocks have had a tremendous run this year, but he disagrees that they are due to decline. FB will endure.

TOP PICK

They moved past their data privacy issues. It has gotten back on the offensive as an e-commerce power house. It is replacing classified adds. There is a lot of monetization potential across all its platforms. It has great free cash flow. There is lots of value. It will find lots of ways to grow in the future. (Analysts’ price target is $323.17)

PAST TOP PICK

(A Top Pick Nov 21/19, Up 36%) One of his preferred names in tech. Continues to add positions. It has more usage time than any other social network. It is important for advertisers. Revenue growth is expected to exceed 20%. Trading at 1x PEG, 27x forward earnings. Anti-trust may be a headwind but the split government makes this harder.

PAST TOP PICK

(A Top Pick Nov 11/19, Up 45%) The outlook for advertising looked bad in the spring but now the revenue estimates have gone back up. It has been a huge comeback. It is still attractive and he considers it a buy.

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Meta Platforms, Inc. (META)