Meta Platforms: Showcasing Operating Leverage Through This Capex Supercycle [Seeking Alpha]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Seeking Alpha
META is able to showcase serious operating leverage as investments in R&D directly translate into rapidly rising ARPU thanks to AI and algorithm optimization. The stock is valued like it won't grow from all of these investments, or the market is waiting for proof. I'm not taking the risk of waiting too long. Derick Hudson/iStock Editorial via Getty Images Investment Thesis Meta Platforms ( META ) is, in my opinion, in correction territory, and this is the best time to be loading up on shares. It fell after a shocking Q3 report with a one-time charge of This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of META 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 business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure:
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META
News
- Cathie Wood Is Buying Up Roblox Stock. What Is the Bull Case for RBLX in 2026? [Yahoo! Finance]Yahoo! Finance
- Mark Zuckerberg's Meta signs massive nuclear energy deal: 'Essential to securing America's position as a global leader' [Yahoo! Finance]Yahoo! Finance
- Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers? [Yahoo! Finance]Yahoo! Finance
- Meta Compute: Inside Zuckerberg's Massive Data Center Bet [Yahoo! Finance]Yahoo! Finance
- CoreWeave Is Down Around 30% in 6 Months. Has It Become a Steal of a Deal? [Yahoo! Finance]Yahoo! Finance
META
Earnings
- 10/29/25 - Miss
META
Sec Filings
- 1/16/26 - Form 8-K
- 1/15/26 - Form 144
- 1/14/26 - Form 4
- META's page on the SEC website