Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NASDAQ:META

Meta Platforms, Inc. (META)

551.35
+7.68 (1.41%)
as of Aug 19, 2026, 6:58:56 pm Market Open.
94 watching
0
Investor Insights
star iconAug 19, 2026, 12:00 am

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

Meta Platforms, Inc. has experienced significant volatility recently, with shares dropping over 17% in a week, notably following the disappointing second-quarter earnings report that missed market expectations by 14%. Despite a previous quarter where the company exceeded earnings forecasts and displayed strong revenue growth, the stock has struggled to maintain gains. The announcement of increased capital expenditures related to AI infrastructure has further unsettled investors, leading to concerns about future profitability. Social media activity around the company has surged, indicating heightened interest but also potential panic among investors. Analysts remain mixed on Meta's outlook, reflecting concerns about valuation ignited by operational changes in a challenging market.

consensus icon
Consensus
Negative
valuation icon
Valuation
Overvalued
review icon
Similar
Alphabet,GOOGL
DON'T BUY

Avoid. Better tech companies, such as Microsoft and Google. Economics are phenomenal, but the optics are not good. They're going to be under pressure.

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.
BUY
Up 60% since Xmas Eve FB is still top of the social media heap. He would still buy at current levels.
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.
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)
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.
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%.
BUY
He likes this chart. The up trend since early 2019 has been followed by a brief consolidation. A retest of $200 resistance would likely project back towards $220 or higher.
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.
WAIT
She is on the sidelines right now. The regulatory risk is very high and she expects some kind of investigation to be forthcoming. The expectation for the company to have to monitor posts and self-regulate itself will be very difficult.
HOLD
He decided to look the other way. The real driver is Instagram. Great advertising spot. The regulatory parts makes him sit back. He wouldn't sell it if he owned it.
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.
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.
PAST TOP PICK
(A Top Pick May 28/18, Down 0.1%) Has recovered a lot this year. Most recent quarter was simple and clean. What's holding the stock back this year are the huge capital expenditures. By the end of this year, revenue and EPS should grow. "Checkout" system represents a more seamless interaction from Instagram.
DON'T BUY

The biggest overang are regulatory concerns and privacy issues. FB is trying to address these issues pro-actively with some investments. She prefers Google in the online ad space.

Showing 466 to 480 of 864 entries