Around 200 French media groups, including leading television channels and newspapers, are taking legal action against Meta, the owner of Facebook and Instagram, over its online advertising practices, their lawyers announced on Wednesday.
Going into 2025, I rated Meta Platforms, Inc. stock as a sell for 2025 due to anticipated headwinds impacting commercial momentum. Since then, Meta shares have dropped more than 15%, down 30%+ from all-time highs, influenced by macro risks like tariff sentiment headwinds, de-risking the current investment setup. With Meta's Q1 report scheduled for April 30th, I now upgrade the stock to a "Hold" rating. The revised rating reflects a more favorable risk profile for investors buying at.
Meta Platforms (META) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Magnificent Seven stock Meta Platforms NASDAQ: META made headlines in early April as the company announced the release of its next-generation large language model (LLM), LLaMa 4. The company's open-source large language models are part of its long-term strategy to become the preeminent player in AI adoption.
Market turmoil has sent tech stocks into a tailspin in early 2025. As Donald Trump's trade policies rattle global markets, even the most dominant technology companies haven't been spared.
In the landmark antitrust case, tech executives have harked back to a Silicon Valley age when social apps like Facebook, Path, Orkut and Google Plus boomed.
Independent monitors voiced concern Tuesday that Meta's recent decision to ditch fact checks on their Facebook platform could endanger human rights.
Meta Platforms' Oversight Board on Wednesday sharply rebuked the Facebook and Instagram owner over a policy overhaul in January that cut fact-checking and eased curbs on discussions of contentious topics such as immigration and gender identity.
Meta Platforms' robust financial performance, with 20%+ YoY revenue growth and 50% YoY EPS growth, highlights its strong market position and competitive advantage. The company's attractive valuation, being the 'cheapest' among the Magnificent 7, combined with its growth profile, makes it a compelling investment. META's powerful network effects and the blending of communication, media, and content drive long-term growth potential, making it a dominant player in the industry.
Meta's core online advertising business could take a $7 billion hit this year due to President Donald Trump's tough China tariffs impacting retailers in the country, according to a MoffettNathanson research note. The analysts attribute the hit to a potential pull back on digital ad campaigns from China-linked retailers like like Temu and Shien.
Kevin Systrom said during testimony in a landmark antitrust trial that he believed Meta viewed Instagram as a threat.
I am downgrading Meta Platforms, Inc. to a Hold rating with a fair value of $568 per share due to anticipated revenue deceleration from Chinese advertisers. Meta faces near-term challenges from reduced digital ad spending by Chinese e-commerce giants and potential impacts from new U.S. trade policies. Heavy CAPEX and R&D investments may not yield significant returns as AI models become commoditized, impacting Meta's operating margins and free cash flow.