NASDAQ:META
Meta Platforms, Inc. (META)
550.25
+7.38 (1.36%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
94 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 27, 2026, 12:00 amThis summary was created by AI, based on 5 opinions in the last 12 months.
Meta Platforms, Inc. (META-Q) has shown strong performance in its recent earnings report, beating estimates with earnings per share (EPS) of $8.88 and revenue of $59.89 billion. However, the stock faced volatility, experiencing a significant drop of 11.33% following an announcement by CEO Mark Zuckerberg regarding increased capital expenditures aimed at enhancing AI infrastructure. Despite initially surging by 10% after the favorable earnings report, shares have been trailing downward, confusing investors. Analysts remain cautiously optimistic, forecasting lower earnings and revenues in the upcoming quarter while social media mentions have seen a substantial increase of 319% in the past 24 hours, pointing to heightened interest in the stock.
Consensus
Mixed
Valuation
Fair Value
Similar
NFLX,NASDAQ
BUY
BUY
They report on Wednesday. He's underweight FB. The options bets this week are bullish. Technicals look good and FB has a solid track record of breaking earnings. FB is a good long-term investment.
Kim BoltonOwned
Technology
BUY
Crypto Currency. They enjoy a dominant position in social media. Instagram is a wild success. Their market share in digital advertizing is very favourable and growing. In an election year when they talk about antitrust and regulation, that can put a drag on the stock. News flow will not be favourable. Their entry into crypto currency will offer an enormous opportunity as Western Union charges up to 10% to transfer money to developing countries. Facebook is a great company and will do well over time, but be ready for difficult news flow over the next year.
Technology
TOP PICK
They have built up a good cash position and have worked on improving security. Their balance sheet looks strong and he believes this is just getting going. Yield 0%. (Analysts’ price target is $218.44)
Chris StuchberryOwned
Technology
BUY
They are getting involved with digital currency through a separate firm. Some people think it could be a long term opportunity. It is expected that next year their earnings and growth should track each other. He could see this one getting to over $200 in the next several months.
Teal LindeOwned
Technology
PAST TOP PICK
(A Top Pick Sep 20/18, Up 16%) The media is out for Zuckerberg's head. Yes, FB has screwed up but they have said sorry. Earnings have slowed, because FB is spending on improving privacy of its users. The market overlooks that is spending money on future growth by monetizing Instagram and getting into payments and VR. Their valuation is quite cheap, though growth is slowing, but that means 30% revenue growth. Who else does 30% trading at 20x earnings? FB is up 50% year to date vs. the Nasdaq's 20%.
Barry SchwartzOwned
Technology
BUY
Anti-trust fears Privacy is an interesting topic now. Millions of people have open microphones (i.e. Alexa) in their homes--people are willing to sacrifice their privacy to enjoy the convenience of their technology. He doesn't expect Mark Zuckerberg to go to jail, not at all. Nor will Facebook go bankrupt because of anti-trust laws. There are two big car companies in the U.S., three major airlines, five big banks in Canada, and so on.
Technology
DON'T BUY
He does not think this is a good investment. The privacy issues and data breaches on several occasions appear to be a flaw in their business model. Their monthly and daily users have increased for some time and he thinks it will hard to maintain that growth much longer. The privacy concerns could drag on for a long time. He would stay on the sidelines.
Technology
COMMENT
If you want a company that is in the news then this is it. The business is doing just fine. Advertisers love it – Users love it. They also own Instagram and the increasing rate of growth of that is offsetting the slowing rate of growth of Facebook. He is betting that we come up with a hybrid solution of them not being a news outlet with no fake news and yet is a free speech conduit. It will be a rocky road until we get to it.
Gordon ReidOwned
Technology
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Great earnings, but some media attack it. No other company engages 2.5 billion people daily and keeps creating platforms for more engagement. They stumbled and got punished. They need to increase their PR efforts. He still likes it.