Meta Platforms Inc Class A (META)
Meta's Selloff Looks Like A Major Misread
Meta Platforms (META) remains a Buy, as AI-driven CAPEX is already translating into real revenue and earnings growth. META's ad impressions rose 19% YoY and average ad price increased 12%, fueling a 33% YoY revenue jump to $56.31 billion. Despite a CAPEX guidance hike to $125-145B and FCF down 35% YoY, current spending is driving immediate monetization, not speculative future returns.
Meta layoffs starting this week stress harsh AI reality inside Zuckerberg's company
Meta is slated to start its latest round of layoffs this week, with a total of 8,000 projected job cuts. More layoffs are expected this year, including a potential round in August and another in the fall, according to people with knowledge of the matter.
2 Big AI Spenders Poised to Actually Get the Payoff — Perhaps Sooner Rather Than Later
With big tech's CapEx in the hundreds of billions and the potential for them to test the $1 trillion in the next year, investors, many of whom are starting to get just a little bit worried about a potential bubble forming in AI or AI chips, are going to want to see more in the way of returns to justify all the spending.
Meta: Still A Mag 7 Bargain
Meta Platforms remains a strong buy, with robust Q1 user and ad metrics, despite recent stock underperformance. Q1 saw 33% YoY revenue growth, a 62% EPS jump, and accelerating ad monetization, offsetting Reality Labs' continued drag on profitability. AI-driven ad targeting improvements justify increased CapEx; valuation is cheap since the forward P/E of 19.19 represents a ~14% discount to the five-year average.
If an AI Bubble Forms and Pops, the Mag 7 Won't All React the Same Way
There's been much discussion about the possibility of an AI bubble of late.
Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know
Meta Platforms (META) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Meta Is Burning Cash With Nothing to Show for It. Buy This Stock Instead
Meta Platforms (NASDAQ:META | META Price Prediction) is dominating headlines because Q1 looked like a blowout, with EPS of $10.44 versus $6.66 expected and revenue of $56.31 billion growing 33.1% year over year.
Meta Stock: Big Growth, Big Discount, Big Buy
I keep buying Meta Platforms (NASDAQ:META | META Price Prediction) because I have rarely seen a business this large still compound this fast, and the market handed me a discount on the same week the company posted its biggest earnings beat in years.
Mark Zuckerberg's 1,000-Person Royal Guard: Inside the “Draft” That Forcibly Moved Meta's Top Engineers Into a New AI Division
For much of the past three years, Wall Street has rewarded Meta Platforms (NASDAQ:META | META Price Prediction) for ruthless capital discipline.
Who decides what AI tells you? Campbell Brown, once Meta's news chief, has thoughts
Campbell Brown has spent her career chasing accurate information, first as a renowned TV journalist, then as Facebook's first, and only, dedicated news chief. Now, watching AI reshape how people consume information, she sees history threatening to repeat itself.
Meta challenges New Mexico's $3.7 billion plan for teen mental health in social media trial
A lawyer for Meta Platforms on Wednesday argued that New Mexico's $3.7 billion proposal to address teen mental health harms goes too far, saying it would force the company to pay for mental health care for all of the state's teenagers and not just those it allegedly hurt.
Instagram Introduces Instants, Meta's New Private Photo Sharing App
The photos shared using Instagram's new feature will vanish after 24 hours.
