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

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.

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.

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)

Showing 511 to 525 of 890 entries

Most Recent Experts

Brianne Gardner

Raymond James

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

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)