Meta: Time To Sit On The Fence (Downgrade) [Seeking Alpha]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Seeking Alpha
Given the expected $125 billion CAPEX in FY2026, Meta's operating profits need to increase by at least 30% to prevent ROIC compression. Finally, it appears that not much upside is left on the table in META stock after the rally of the last few years. Getty Images Meta Platforms, Inc.'s ( META ) share price has rallied notably since my previous bullish call until late January, when the stock suffered a post-earnings selloff due to the panic related to aggressively increasing AI-related CAPEX. Thus, META currently trades 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: Past performance is no guarantee of
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META
News
- Should Meta's Massive New AMD AI Buildout Require Action From Meta Platforms (META) Investors? [Yahoo! Finance]Yahoo! Finance
- Meta Platforms (META) Falls More Steeply Than Broader Market: What Investors Need to Know [Yahoo! Finance]Yahoo! Finance
- Trump, Bondi sued over TikTok deal that allegedly 'subverted' congressional authority and violated federal law [FOX Business Network]FOX Business Network
- Judge blocks Meta from introducing plaintiff's additional trauma claims in social media trial [FOX Business Network]FOX Business Network
- Oklahoma Sen. Markwayne Mullin named DHS secretary: Photos through the years [USA TODAY]USA TODAY
META
Earnings
- 1/28/26 - Beat
META
Sec Filings
- 3/4/26 - Form 4
- 3/3/26 - Form 4
- 3/2/26 - Form 144
- META's page on the SEC website