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

Meta Platforms, Inc. (META)

670.66

+5.06 (0.76%)

as of Sep 15, 2026, 8:18:28 pm Market Open.

95 watching

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.

BUY

Recently bought a small position. A high-quality business that dominates online advertising, advertising that will continue for a long time. There's a lot of negative publicity now, correcting 40% in the past few months, but long-term this remains a good company. Trades at 16.5x next year's earnings. Growing at 20%+ per year. This will now attract value investors. The market has overreacted. Good for a long-term hold.

BUY

Be very patient with this and the tech sector. Tech is a value play now, no longer a growth one. FB is still a good company, despite current issues. Its sell-off gives investors an opportunity now. Look beyond the headline noise and look at the fundamentals instead.

WAIT

Privacy issues and spending increases have dragged down this stock. Instagram and Whatsapp are doing well and are offsetting weakness in FB. She won't step into this yet, and will see what happens with it in 2019.

DON'T BUY

It's down from its peak by about a third. It had a bit of a crowding impact and then really got hit hard. Their numbers aren't terrible. It cannot continue to grow at the pace it has done. People need to reduce risk even though this one is not that bad. You can't go back into it yet.

STRONG BUY

Last night's earnings were phenomenal. They didn't have to spend $14 billion this year on data centres and hiring to police posts. FB hurt their own earnings on purpose. These costs will eventually subside while FB enjoys phenomenal earnings. They're spending money in advance of huge data consumption in Instagram and WhatsApp--they're ahead of the curve. The potential is limitless with FB. Has tremendous upside. Trading at only 20x earnings. The headlines have taken over but investors should look at FB's tremendous fundamentals. Yes, there are anti-trust risks to all these companies, but the upside is big.

DON'T BUY

He does not anticipating anything in particular to happen with earnings. They have guided toward higher operating expenditures. Normally they don't spend as much as they guide to. He got out because of declining engagement on their platforms. Core growth is from Instagram. He prefers AMZN-Q because they get a lot of advertizing dollars. He prefers it over GOOGL-Q also.

BUY

They report next week. He doesn't think they'll be in the doghouse much longer. He sees 25% EPS growth. One third of the planet are clients to monetize. The stock may drop further, but in 3-4 months, you won't lose. FB will rise again.

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Meta Platforms, Inc. (META)