NASDAQ:META

Meta Platforms, Inc. (META)

742.21
+14.13 (1.94%)
as of Oct 5, 2026, 8:18:02 pm Market Open.
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BUY

FB vs. GOOG He's comfortable owning both. GOOG has a wider array of businesses, and so is a bit more secure. But FB is aggressively expanding into marketplace and crypto. Both great holdings that can do extremely well for the next 5-10 years. Pick whichever one tickles your fancy.

PAST TOP PICK
(A Top Pick Jul 09/20, Up 25%) Giant in the social media space. 24x forward earnings, 23% earnings growth rate. Expects 20% revenue growth over the next few years. Largest audience for social network advertisers. Will continue to be strong on a secular basis long-term.
TOP PICK
Trades at 20x free cashflow. Growing user base. Underlevered, as they haven't monetized all that they can. Great balance sheet. Data they collect is incredibly valuable, especially for strategic advertising. No dividend. (Analysts’ price target is $384.57)
BUY

Caller was asking about selling Apple stocks for something else. Bought Facebook based on outlook for advertising. As economies begin to normalize, there will be increased ad spending. Could sell Apple shares to buy Facebook. You could own Berkshire Hathaway as a proxy to owning Apple.

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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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)
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