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Author Program NEWCreate Narrative
META logo

Meta Platforms, Inc. Stock Price

NasdaqGS:META Community·US$1.6t Market Cap
  • 18 Narratives written by author
  • 8 Comments on narratives written by author
  • 3012 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

META Share Price Performance

US$653.69
-98.29 (-13.07%)
​
US$754.14
Fair Value
US$653.69
-98.29 (-13.07%)
13.3% undervalued intrinsic discount
US$754.14
Fair Value
Price US$653.69
AnalystConsensusTarget US$754.14
mitchell_lawler US$1,018.71
tripledub US$586.00
Thu, 13 Aug 26
Fair ValueUS$754.14
Share Pricen/a

META Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$754.14 13.3% undervalued intrinsic discount

META: Accelerating AI And Data Center Investments Will Drive Long-Term Market Leadership

11users have liked this narrative
1users have commented on this narrative
1005users have followed this narrative
MI
mitchell_lawler
mitchell_lawler's
Fair Value
·
Fair Value US$1.02k 35.8% undervalued intrinsic discount

Meta: Nobody Uses AI Better

6users have liked this narrative
0users have commented on this narrative
144users have followed this narrative
TR
tripledub
tripledub's
Fair Value
·
Fair Value US$586 11.6% overvalued intrinsic discount

The $135 Billion Bet That Should Make Every Shareholder Nervous

34users have liked this narrative
3users have commented on this narrative
61users have followed this narrative
META logo
Meta Platforms
33.5% undervalued intrinsic discount

Meta Platforms: A Cash Flow Machine in the Age of AI

View narrative
MA
martinarauz
martinarauz
Updated 2 Aug
Read Narrative
META logo
Meta Platforms
35.8% undervalued intrinsic discount

Meta: Nobody Uses AI Better

View narrative
MI
mitchell_lawler
mitchell_lawler
Published 3 Jun
Read Narrative
META logo
Meta Platforms
10.5% undervalued intrinsic discount

Meta Platforms - Zuckerberg’s investment decisions are impulsive or Prudent?

View narrative
BR
Bravosatya
Published 1 Jul
Read Narrative
META logo
Meta Platforms
16.1% undervalued intrinsic discount

META: The Tide Just Went Out. Let's See Who's Dressed.

View narrative
JO
John_Eric
Emerging Author
John_Eric
Published 31 Jul
Read Narrative
META logo
Meta Platforms
11.6% overvalued intrinsic discount

The $135 Billion Bet That Should Make Every Shareholder Nervous

View narrative
TR
tripledub
Recommended Voice
tripledub
Updated 4 Aug
Read Narrative
META logo
Meta Platforms
22.4% undervalued intrinsic discount

Meta - A Fundamental Valuation

View narrative
AN
andre_santos
andre_santos
Updated 30 Aug
Read Narrative
META logo
Meta Platforms
13.1% undervalued intrinsic discount

Meta’s Valuation Still Works, But Only If Free Cash Flow Recovers

View narrative
IV
Emerging Author
Ivoed
Published 15 Aug
Read Narrative
META logo
Meta Platforms
13.0% undervalued intrinsic discount
New

Meta — The Cash Machine Turning AI Into Ad Dollars

View narrative
DU
duarte_EM
Published 3 Sep
Read Narrative
META logo
Meta Platforms
16.8% undervalued intrinsic discount

AI as the Core Growth Driver

View narrative
KA
kapirey
kapirey
Published 17 May
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Trending Discussion

MR
META logo

Good read, thank you. few questions. just an average Joe here. I saw some article that META wants to make whatsapp, instagram and facebook a subscription model of $3.99 per user. Do you think this will cause the MAU to decrease over time? before whatsapp there was a free chat do you think people will eventually move on to the next free thing? i am liking meta at there prices. just some thoughts.

2
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0
VI
victor_david_m8fkz
META logo

Estoy subiendo este acción de Meta. La tecnología es una buena inversión para el futuro, Meta Va para ARRIBA. 🇵🇪🌏🌍🌎

0
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0
FU
FundamentalFlow
Emerging Author
META logo

Great analysis! I've invested in META before reading this, and it gave me stronger idea to hold that position. I also believe fear on AI spendings gave a significant discount to the stock price. Thanks for the great article.

0
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Recently Updated Narratives

DU
META logo

Meta — The Cash Machine Turning AI Into Ad Dollars

Fair Value: US$751.09 13.0% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
andre_santos
META logo

Q2 - Update

Fair Value: US$842.67 22.4% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative
IV
META logo

Meta’s Valuation Still Works, But Only If Free Cash Flow Recovers

Fair Value: US$752.07 13.1% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Good value with adequate balance sheet.

0 Risks
2 Rewards
View Full Analysis

Meta Platforms, Inc. Key Details

US$228.2b

Revenue

US$41.7b

Cost of Revenue

US$186.6b

Gross Profit

US$118.5b

Other Expenses

US$68.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
26.73
81.75%
29.84%
32.0%
View Full Analysis

About META

Founded
2004
Employees
75472
CEO
Mark Zuckerberg
WebsiteView website
www.meta.com

Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally. It operates through two segments, Family of Apps (FoA) and Reality Labs (RL). The FoA segment offers Facebook, which enables people to build community through feed, reels, stories, groups, marketplace, and other; Instagram that brings people closer through Instagram feed, stories, reels, live, and messaging; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; Meta AI, an assistant that's available across apps, as a stand-alone app, on AI glasses, and on the web; Threads, an application for text-based updates and public conversations; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact. The RL segment provides virtual and augmented reality products, including consumer hardware, software, and content that help people feel connected, as well as Meta Quest devices that enable social experiences across gaming, fitness, entertainment, and more. The segment also includes wearables such as AI glasses like Ray Ban Meta and Oakley Meta glasses; and the Meta Ray Ban Display, which combines AI glasses with an integrated lens display and the Meta Neural Band, a wrist worn device using electromyography that lets people control their AI glasses through neuromuscular signals. Meta Platforms, Inc. has a collaboration with Microsoft Corporation, NVIDIA Corporation, Advanced Micro Devices, Inc., Broadcom Inc., and OpenAI, L.L.C. The company was formerly known as Facebook, Inc. and changed its name to Meta Platforms, Inc. in October 2021. The company was incorporated in 2004 and is headquartered in Menlo Park, California.

Recent META News & Updates

Seeking Alpha • 22h

Meta: The Market Is Asleep At The Wheel

Summary Meta Platforms is initiated with a strong buy and $882 PT, citing undervaluation and robust core ad business growth. META's Family of Apps segment drives over 97% of revenue, with ARPU and ROAS rising despite margin compression from AI infrastructure spending. Capex intensity is high, but I expect margin declines to moderate and EPS growth to accelerate in 2025, supporting a catch-up trade. Risks include persistent Reality Labs losses, capex overruns, regulatory threats, and macroeconomic sensitivity, but current Street estimates provide downside cushion. Read the full article on Seeking Alpha
User avatar
New Narrative • Sep 03

Meta — The Cash Machine Turning AI Into Ad Dollars

Meta owns the world's largest social/advertising network (Facebook, Instagram, WhatsApp) and turns AI directly into better ad targeting and engagement. The core business is a cash machine funding everything else.

Recent updates

No updates

Meta Platforms, Inc. Competitors

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Alphabet

Symbol: NasdaqGS:GOOGL
Market cap: US$4.1t
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Netflix

Symbol: NasdaqGS:NFLX
Market cap: US$319.7b
DIS logo

Walt Disney

Symbol: NYSE:DIS
Market cap: US$181.4b
View more competitors

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