Meta Platforms, Inc. Class A Common Stock (META)
Meta: Good Time To Buy The Social Media Winner
Meta Platforms delivered strong Q3 results, with 3.5 billion daily users and 26% year-over-year revenue growth across its family of apps. META's organic growth remains robust despite AI product challenges and talent retention issues, highlighting its unique moat in human connection and product execution. Concerns over increased AI capex are overblown; META's high margins, strong revenue growth, and low PEG ratio make it an attractive mega-cap growth play.
Meta: Growth Solid, Innovation Costs Mounting
Meta Platforms remains a hold, as conviction in capital discipline and monetization of futuristic investments is lacking despite strong core business performance. META's Reality Labs continues to generate heavy losses with unclear strategic direction, raising concerns about ROI and overall capital allocation. Rising capex and margin compression, coupled with ambiguous AI monetization, justify META's valuation discount relative to peers like Google and Microsoft.
Meta Platforms: The Mag7 Bargain Champion Stock Ready To Outperform (Upgrade)
Meta Platforms, Inc. re-enters “anti-bubble” territory, and now is the cheapest Magnificent 7 stock with price growth finally trailing strong revenue and EPS growth. Heavy CAPEX temporarily depresses free cash flow, but positions META ahead in AI with proprietary LLMs and GPU leadership. Debt issuance spooked markets, yet META remains lightly leveraged with one of the strongest balance sheets in the S&P 500.
Meta Platforms' Hidden AI Flywheel Is About to Crush the Competition
Many investors still view Meta Platforms (NASDAQ:META) as primarily a social media company running Facebook and Instagram.
Meta Can't Be Dethroned, Only Your Position Can Be Taken
Meta Platforms, Inc. stock is one of the best 12-month return opportunities on the market right now. The market's fear about AI capital expenditures and increased costs not correlating with direct return on investment is a buying opportunity for those who understand the long-term autonomy trajectory. I am targeting a 40% return in 12 months, and view this as a classic moment to buy amid herd hysteria.
Meta: Investors See Through Ad Overload Amid Speculative AI Dreams
Meta Platforms is downgraded to 'Hold' due to aggressive, speculative AI spending plans and unclear monetization. META's 2026 capex is set to rival Google, yet it lacks a proven business case or competitive advantage in AI research. Recent revenue growth is driven by increased ad load, but this is a lower-quality lever and unlikely to offset rising expenses.
Meta Ordered to Pay $552 Million in Case Alleging GDPR Violations
Meta has reportedly been ordered to pay 479 million euros (about $552 million) after a Spanish court found that the company had violated the European Union's General Data Protection Regulation (GDPR) and breached Spain's antitrust law. Madrid's Commercial Court said Thursday (Nov.
Meta's chief AI scientist leaves company after 12 years
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is losing its chief AI scientist, Yann LeCun, after more than a decade at the company. LeCun, a pioneer in AI and a recipient of the Turing Award, announced he will leave Meta to start his own company focused on developing AI systems capable of understanding the physical world, reasoning, and planning complex actions.
Meta: CapEx Fears Are Way Overblown
Meta Platforms fundamentals have strengthened, with impressive user growth and improved ad metrics driven by successful AI integration. Despite a post-earnings selloff due to rising CAPEX, META's core business momentum remains robust and FCFs are still decent. Valuation has become more attractive, with the forward P/E ratio contracting, presenting a compelling risk/reward opportunity for investors.
Meta Platforms (NASDAQ: META) Stock Price Prediction for 2025: Where Will It Be in 1 Year (Nov 20)
This year, one of the better performers among the Magnificent 7 had been Meta Platforms Inc.
Spanish court orders Meta to pay $550 mln to digital media companies
A Spanish court has ordered that the multinational tech company Meta pay 479 million euros ($551.76 million) to Spanish digital media outlets for unfair competititon practices and infringement of EU data protection regulation, the court said on Thursday.
Yann LeCun, a Pioneering A.I. Scientist, Leaves Meta
Dr. LeCun's departure follows a shake-up in Meta's artificial intelligence efforts, as Mark Zuckerberg pushes his company to keep up in the tech race.
