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

Home

Daily Stock Opinions and Ratings

Meta Platforms, Inc. (META)

597.27

+3.40 (0.57%)

as of Jul 28, 2026, 4:19:08 pm Market Open.

94 watching

Investor Insights

Jul 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.

Consensus

Mixed

Valuation

Fair Value

Similar

GOOGL

BUY

It reports this week. If you listen only to the news and ignore the financial data, you'd conclude FB has fallen on hard times. During last year's bad headlines, they grew revenues 35%. This quarter, he expects year-over-year revenue growth to be 36%. FB boasts 2.3 billion active users. It's a great ad reveue model. Sure, there's some truth in privacy problems, but FB is trying to address them, and these are new issues for everyone.

DON'T BUY

From what he hears from his kids, he thinks users will move away from Facebook, like Snapchat. Data concerns will be a negative.

BUY

Came back strongly form the December lows. There is the regulatory scrutiny and privacy concerns but it is cheap from a valuation perceptive. Good for a patient investor. not many companies can do what they do.

PAST TOP PICK

(A Top Pick Apr 12/18, Up 7%) You need to be bullish on this name particularly given the valuation. Trading at 22 times forward earnings with a 22% EPS growth rate. That gives you a 1.0 PEG. Not many 1.0 PEGs in the technology sector. 2.3 billion active users and growing. 1.5 billion WhatsApp users. 19% ROE. No way to advertise in such a direct way. Once the clouds of the regulatory and privacy issue is removed this stock is going to be very strong.

BUY

It has one of the best business models ever. With Facebook you know exactly what viewers they are reaching which is good for advertisers. FB is in the headlines as a punching bag, but FB has turned a corner. They're spending a lot of money on online privacy. He expects FB to hit all-time highs.

HOLD

The real growth story for them is Instagram and WhatsApp. There are privacy concerns but he thinks it will come on the other side of this looking even better.

PAST TOP PICK

(A Top Pick Mar 14/18, Down 10%) They are not responsible for the content of video for a number of minutes. The technology is here to stay and it is how we as a society choose to govern it. It is a case of privacy vs. convenience. After bad news stories about it, subscriber numbers still go up. These are just teething problems.

PAST TOP PICK

(A Top Pick Aug 22/18, Down 2%) Great open of the year. 4Q was really good. The headline risk is still there. They are the biggest in social media. Revenues are very solid. The product is in place.

Wealthica Track your Stocks in your Watch List

WATCH

Fear of regulatory fines Regulatory risks still overhang the stock. She's on the sidelines watching this issue.

PAST TOP PICK

(A Top Pick Feb 26/18, Down 6%) The negative headlines started to roll in just after he recommended it. The latest results showed user growth up around the world 9%. Even in Canada and the US, usage actually increased for the first time in two years. They are spending on security and new growth initiatives. There is an expectation of them to police and monitor. This becomes a barrier to entry to entrants into the space. They own 4 of 6 social media platforms around the world with over a billion users.

COMMENT

Not a fan because of the regulatory issues. It's not a long-term hold. She has a small short on it. As the US dollar rises, US earnings are worth less, but she wouldn't worry about this aspect. It's a good trade, as there is always lots of news on the stock, but you have to keep your eye on it.

WAIT

With the recent pullback in price and the regulatory issues still uncertain, she thinks they will need to spend more to resolve these issues. She will watch, but is not a buyer yet. The user base is not growing like it was and the younger users are not going in this direction. She is on the sidelines. (Analysts’ price target is $194.00)

COMMENT

Will unethical practices hurt FB? He owned this before. More regulation will effect media companies like Facebook. But FB is so dominant with so much data. So, this is a risk. He thinks the worst data scores are behind them. Growth numbers are great. You know where your ad dollars are going. This comes down to government pressures and possible regulation. He's very cautious about FB. Perhaps take some shares off the table.

PAST TOP PICK

(A Top Pick Mar 20/18, Down 1%) He still thinks it is amazing. There is still massive growth in front of them.

DON'T BUY

From its top in July, he was looking for a pullback which we've had. FB is still not cheap. His fair market value is $135. It has strong support at $115, which he wouldn't be surprised if it fell back there. All the FAANGs were grossly overvalued. Be careful with FAANGs. He expects another correction.

Showing 481 to 495 of 861 entries

Most Recent Experts

Ryan Isherwood, Founder and CIO

Significance Capital Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Jim Cramer - Mad Money

CNBC

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Lyle Stein

Forvest Global Wealth Management

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Meta Platforms, Inc. (META)