NASDAQ:META

Meta Platforms, Inc. (META)

596.10
+2.23 (0.37%)
as of Jul 28, 2026, 4:05:06 pm Market Open.
94 watching
0
Investor Insights
star iconJul 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.

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Consensus
Mixed
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Valuation
Fair Value
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GOOGL
TOP PICK

What they're doing in shopping interesting while their ad business will grow a lot in the coming year. It's trading at 20x earnings, growing at 30%, while the market stands at 20x, growing at 2-3%. Incredible value. They have a relationship with Shopify. (Analysts’ price target is $240.30)

BUY
Ultimately there are several structure themes being accelerated by this crisis and several that are being decelerated by it. FB-Q is in the former. They have an opportunity to take whatsapp and monetize it. Between their platforms they have about 3 billion users.
TOP PICK
It's battled privacy issues in recent years, but not lately because of the virus. Now, we are spending more time online to socialize, so FB is poised to do well. They're growing cash flow and revenue around 21%. They trade at just over 20x PE. Still a cheap stock, and growing fast. (Analysts’ price target is $237.74)
BUY
He likes it. The issue is that a lot of their revenue comes from advertising. They saw a flattening out of that decrease in advertizing. He thinks it will come back on others of their digital platforms. He thinks some of their platforms are not fully monetized. We may have to give up some civil liberties to have a normal life here.
TOP PICK
He bought in recently. Earnings a few weeks ago actually showed a 2% revenue beat. They really are best in class in return on investment. He sees a near term floor of $200 -- a good level to buy. His target is $300. Yield 0% (Analysts’ price target is $235.82)
TOP PICK
They reported earnings last week that were tremendous. Internet advertizing is weak but will probably have growth for the year. It knows what people want. The goal is to be a super app and to monetize payments. (Analysts’ price target is $235.59)
COMMENT

He does not own FB. He prefers GOOG, which has a stronger financial position and has a better advertising revenue model. Online advertising cuts will impact both of these companies, however. He thinks GOOG will remain profitable going forward.

WATCH
It was in good shape before this crisis. There is no point in businesses advertizing when they are closed, so revenues from advertizing could go down but people will spend more time on Facebook when locked down so exposure should go up. Watch the valuations and how they move into the election due to allegations of false news on their platform.
COMMENT
He's still concerned about getting Facebook's earnings in a month when that is released. Likely then, he will bring down his hedge and get more invested in this and other big tech companies.
WATCH
FB-Q is certainly a buy if it got back to $135.
COMMENT

Holding cash, now what? It is difficult not knowing what the investor's needs are. You really should partner with a professional. Consider taking a wider portfolio approach. Longer term, he likes FB and GOOG. A sector that will benefit over the next decade.

BUY

TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

BUY
In times like this, look at areas that have been completely smashed. You also want to own the best companies in the world that have sold off with the market. Stock's still growing at a decent clip, 8%. Still a disruptor.
WAIT

Talked about launching Libra, an interesting form of cryptocurrency. Washington read them the riot act on it, so institutions that were interested backed away. A great business, benefiting from online advertising. He prefers Google. Had a pretty good run, so hold off on buying. Good, solid free cashflow and business.

TOP PICK
One of his favourite names in the FANG space. 90% of revenues from advertising. 32% growth rate in the last 5 years. Earnings also growing at 30%. 21 consecutive quarters of positive earnings. No dividend. (Analysts’ price target is $246.52)
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