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

Meta Platforms, Inc. (META)

614.99

-9.53 (1.53%)

as of Oct 30, 2026, 8:00:00 pm Market Closed.

93 watching

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.

BUY

It delivered a fine quarterly just last week with decent numbers from its core business plus good performance in its small business initiative, great average monthly users and good growth in Whatsapp. Negative forecasts and margin pressure? He read the report and didn't find those. Yet, FB was punished by clueless investors. This week, especially today, it's bounced back in the election rally.

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Meta Platforms, Inc. (META)