Meta Q1: Thanks For The Dip, I'm Buying More [Seeking Alpha]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Seeking Alpha
EPS was inflated by a one-time $8B tax benefit; underlying performance remains solid, driven by 19% ad impression and 12% price-per-ad growth. CapEx guidance for 2026 increased to $125–$145B, raising near-term FCF concerns but supporting long-term AI and platform investments. I maintain a Buy rating for META, citing attractive valuation (~18x OI, 17x 2027E P/E), strong core business, and significant optionality from AI initiatives. Kenneth Cheung/iStock Unreleased via Getty Images Meta Platforms, Inc. ( META ) was one of the most recent positions I've added to my portfolio (check it here ), and I am satisfied with my decision so far. Even with a lot This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of META, GOOGL either through stock ownership, options, or other derivatives. 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 busi
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High impacting Meta Platforms, Inc. - Class A news events
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META
News
- Meta Q1 Review: The Market Has Lost Its Mind [Seeking Alpha]Seeking Alpha
- Meta Plunges After Boosting Capex Outlook Again On "Higher Component Pricing" [zero hedge]zero hedge
- Meta's Earnings Paradox: A Brilliant Quarter The Market Chose To Punish [Seeking Alpha]Seeking Alpha
- Big US tech stocks swing as investors probe AI spend [Yahoo! Finance]Yahoo! Finance
- 2 key risks Meta warned investors about in its Q1 earnings report [Yahoo! Finance]Yahoo! Finance
META
Earnings
- 4/29/26 - Beat
META
Sec Filings
- 4/29/26 - Form 8-K
- 4/28/26 - Form PX14A6G
- 4/27/26 - Form 144
- META's page on the SEC website