Meta Is Investing Aggressively, And The Payoff Is Still Unclear [Seeking Alpha]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Seeking Alpha
META's core ad business is robust, with strong margins and double-digit growth, but Reality Labs continues to drag on profitability. Heavy AI infrastructure spending and regulatory risks could pressure earnings, while upside depends on successful AI monetization. Fair value is estimated near $638–$700 if AI bets succeed, but downside to $550–$570 exists if ad growth or new initiatives falter. Kenneth Cheung/iStock Unreleased via Getty Images Back in September, I rated Meta Platforms ( META ) a Hold when the stock was at $781.85. That call turned out to be cautious for good reason: the stock 's dropped This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationsh
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META
News
- FTC says it will appeal Meta antitrust decision [Yahoo! Finance Canada]Yahoo! Finance Canada
- Meta Platforms (NASDAQ:META) had its price target lowered by analysts at UBS Group AG from $915.00 to $830.00. They now have a "buy" rating on the stock.MarketBeat
- Meta Platforms: From Heavy AI CapEx to 2026 ROI? [Yahoo! Finance]Yahoo! Finance
- Most of Instagram ads now run on Reels [Yahoo! Finance]Yahoo! Finance
- Meta's Oversight Board takes up permanent bans in landmark case [TechCrunch]TechCrunch
META
Earnings
- 10/29/25 - Miss
META
Sec Filings
- 1/20/26 - Form 144
- 1/20/26 - Form 144
- 1/16/26 - Form 8-K
- META's page on the SEC website