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

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Meta Platforms, Inc. (META)

551.35

+7.68 (1.41%)

as of Aug 19, 2026, 6:58:56 pm Market Open.

94 watching

Investor Insights

Aug 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

Negative

Valuation

Overvalued

Similar

Alphabet,GOOGL

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.

TOP PICK

The noise here has been extreme in the past year (privacy issues, politics), but their latest revenues are up 37% year over year and the number of monthly users is up, not down. Of course, Facebook needs to do further work by spending money on manpower to be better corporate citizens. This is a great franchise and a multigenerational opportunity to buy this at 20x earnings. Ignore the noise. (Analysts’ price target is $192.91)

PAST TOP PICK

(A Top Pick Apr 02/18, Up 9%) He sold it, fearing government regulations on this space. He regrets it, but still sees many risks. It's a great company but can't stomach all the risk.

BUY

It's gone through one of the biggest cycles from love to hate in a very short time. But social media is not going away, and Facebook commands a huge slice of online advertising. If users leave Facebook, where do they go? Probably to an app that Facebook owns, like Instagram. You see the same ads. FB is heavily oversold and has enormous priving power with advertisers. It dominates.

BUY

This has a moat. It's had a nice run recently, though he didn't expect it to have fallen this far to start with. Given all their spending, 2019 will be flat. Be he sees 15% growth beyond 2019. Trades at a fair 17x. A very high-quality company. You can add to it here. It may get cheaper, but you can buy now.

PAST TOP PICK

(A Top Pick Oct 17/18, Down 18%) It's been a really bad media year for FB. But step back. In a rising rate environment, you want a company with a good balance sheet. FB has $40 billion in cash and no debt; they earn $5 billion net income per quarter and $20 billion annually--in a class of maybe 20 companies in the world. They dominate social media. You're gonna have these tough years. It was up 50% last year and gave back a lot of that this year. Revenue growth is still 40%.

BUY

Why so much volatility? FAANGs are favourites of hedge funds where there's lots of liquid trading. He likes the tech space with huge growth and tailwinds with consumers being these products. Everybody knows FB has been in the news with many hires that impacts their profit margins. But these are temporary issues. They will pass. These are hiccups along the way, but ultimately they will provide great investment returns.

DON'T BUY

Not a new breakdown. Has been breaking for the better part of the last half of the year. There will be multiple support levels it will pause at. If you own it, he doesn't know if he'd continue to hold it. If you're a new buyer, he definitely would not buy it yet.

STRONG BUY

Another issue of privacy has surfaced. He views this as part of the broad evolution of social media and he thinks regulation needs to be better defined. He thinks of the company as an investment opportunity, knowing more regulation is coming, trading at less than 20 times earnings with annual growth of earnings above 20%. He sees this as a buying opportunity.

PAST TOP PICK

(A Top Pick May 14/18, Down 18%) An October $185 put. He was obligated to buy after he took the premium. His net cost was $175. It's $144 now. If you'd bought the stock, you would've bought it $10 higher; but if the stock had run, you would've done better. He was selling puts at that point, because he felt FB had had a good run and would have deceased (though not a much as happened). He'd sell a covered call against it now.

DON'T BUY

Owned it for a long time. Sold it two months ago. Scandals were mischaracterized. very profitable in the near future. Major concern is international government regulation. It is the only company that it is not investing in other verticals. All the other large tech companies are investing in Health Care which is a massive opportunity. This company is just trying to create advertising mouse traps.

PAST TOP PICK

(A Top Pick Dec 07/17, Down 23%) Had it for along term. It is not about the fundamentals but the sentiment has been pretty negative. They reported 15 quarters of positive earnings surprises but nobody is looking at that right now. Still like it but has some stop losses on it.

WATCH

He owned it last year. It lost its price momentum but it cracked due to privacy issues and they missed earnings. All tech stocks have struggled since FB's earning report in the summer. But it's now reasonably priced. FB was never massively overvalued like, say, Netflix or Amazon. Great ROE at 28%. It's a little pricey at 18x PE, but it's expected to grow 30-40% in 2019. It's close to a level where he'd buy it again.

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