Meta Platforms Inc Class A (META)
Meta: Buy The Cash Machine Before The Crowd Returns
Meta experienced a 30% drawdown despite record revenues. The market is concerned about AI CapEx and R&D rising significantly with uncertain ROI. Meta's growth pillars remain intact; recent & planned spending should yield ad pricing power and a valuable in-house AI.
Meta Platforms: Rule Of 40 Says Buy
The latest consensus earnings revisions foretell robust Rule of 40 score for Meta Platforms (META) ahead, driven by strong growth and profitability metrics. Consensus forecasts for FQ4 imply a 20.5% revenue increase and a 36.3% net margin, yielding an R40 score of 56.8. META's valuation appears elevated versus sector medians, but is well below other stocks who can also pass R40.
Invest In Your Grandkids: Buy These 3 Stocks for Their 529 Plans
Many baby boomers who are avidly focused on investing for their own retirement may also be looking to invest for their loved ones.
Meta Platforms (NASDAQ: META) Price Prediction and Forecast 2026-2030 for January 7
Shares of Meta Platforms Inc. (NASDAQ: META) gained 0.32% over the past five trading sessions after gaining 1.04% the five prior.
Wall Street Breakfast Podcast: The Memory Trade
Micron (MU) and memory stocks surged as AI-driven demand fuels a high-bandwidth memory shortage and a potential supercycle. Discord confidentially filed for an IPO, while Meta's $2B Manus acquisition faces early-stage review by Chinese authorities.
Meta: My $111B CapEx Estimate For 2026, And Why Overbuild Fears Are Overstated
My model estimates Meta's 2026 CapEx at $106–$119B, with a base case of $111B. Furthermore, after the $40B in non-cancelable third-party commitments, the company has $121B in non-cancelable commitments. Based on the figures above, I understand the skepticism, especially since Meta doesn't have a cloud business like the other hyperscalers.
Meta's Manus news is getting different receptions in Washington and Beijing
Meta's $2 billion acquisition of AI assistant platform Manus is unsurprisingly caught in a regulatory tug-of-war — but not because of U.S. regulators. They appear assured that the deal is legitimate despite earlier misgivings about Benchmark's investment in Manus.
China reviews Meta's purchase of AI startup Manus, FT reports
Chinese officials are reviewing Meta's $2 billion acquisition of artificial intelligence startup Manus for possible technology control violations, the Financial Times reported on Tuesday, citing two people familiar with the matter.
Meta Hits Pause on a Key Plan for Ray-Ban Display Glasses
Still, it unveiled new features for the augmented reality glasses at CES 2026.
Meta: Recent Pullback Is Your New Year's Gift
Meta Platforms, Inc.'s recent pullback makes the valuation more attractive than it used to be - lower price for higher earnings. META's forward P/E has compressed to ~21.5x, while revenue and operating margins remain robust, indicating unjustified downward pressure. AI integration and the pending Manus acquisition are expected to drive user engagement, monetization, and further product innovation.
Meta says it can't make its Ray-Ban Displays fast enough — and it's hitting pause on a wider rollout
Meta says there's high demand for its Ray-Ban Display glasses, with waitlists extending into 2026. Meta said Tuesday that it's pausing on a wider expansion due to supply shortages.
Meta Pauses International Smartglasses Launch
Meta is pushing back the worldwide launch of its smartglasses amid steep U.S. demand. “Meta Ray-Ban Display is a first-of-its-kind product with extremely limited inventory,” the company wrote on its blog Tuesday (Jan. 6).
