Workflow
Meta Platforms(META)
icon
Search documents
Meta: I Believe The Market Is Underestimating The Potential For EPS Growth
Seeking Alpha· 2025-05-14 19:37
I think Meta Platforms, Inc (NASDAQ: META ) is highly undervalued because the market is not recognizing the enormous potential. Meta offers so many bets that could be enormously profitable, plus the cash cow ofMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these com ...
RAW® Rolling Papers Surpasses over 300 Million Organic Views on Meta Platforms in April 2025
GlobeNewswire News Room· 2025-05-14 18:33
Phoenix, Arizona, May 14, 2025 (GLOBE NEWSWIRE) -- RAW® Rolling Papers continues to prove its cultural dominance and unmatched brand loyalty with a staggering 300 million+ organic views across Meta platforms during the month of April 2025. Without a single dollar spent on paid ads, the brand’s content spread like wildfire — shared, reposted, and celebrated by fans across the globe through its official Meta handles: @rawlife247, @raw, and Josh’s @rawkandroll. The numbers are more than just impressive — they’ ...
Meta faces row over plan to use European data for AI
TechXplore· 2025-05-14 14:20
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain A Vienna-based privacy campaign group said Wednesday it has sent a cease-and-desist letter to Meta, after the tech giant announced plans to train its artificial intelligence models with European users' personal data. The move comes after Meta said last month it would push ahead with plans to u ...
Meta Platforms Pushing For Higher Growth With AI
Seeking Alpha· 2025-05-14 07:30
Group 1 - Meta Platforms is increasing its capital expenditure guidance to $64-72 billion for eFY25, focusing on AI application development to enhance business and consumer engagement [1] - The company's growth strategy emphasizes the advancement of AI technologies as a key driver for future performance [1] Group 2 - Michael Del Monte, a buy-side equity analyst, has over 5 years of experience in the investment management industry and previously worked in various sectors including oil and gas, industrials, and information technology [1]
Meta Platforms And TikTok: Don't Let A Crisis Go To Waste
Seeking Alpha· 2025-05-13 17:56
I last analyzed Meta Platforms, Inc. (NASDAQ: META ) stock more than 1 month ago on April 9th, 2025. That article was titled "Meta: Market Too Busy Selling To NoticeAs you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the ext ...
Is META Stock's 24.18X PE Still Worth it? Buy, Sell, or Hold?
ZACKS· 2025-05-13 17:21
Core Insights - Meta Platforms (META) shares are trading at a premium with a forward 12-month Price/Earnings (P/E) ratio of 24.18X, compared to the Zacks Computer & Technology sector's 23.72X [1] - META shares are trading at a premium compared to Alphabet (GOOGL) at 16.26X but at a discount to Amazon (AMZN) at 31.44X; together, these companies are expected to capture about 50% of global ad spending by 2028 [2] Financial Performance - META shares have appreciated 9.2% year to date, outperforming peers like Alphabet and Amazon, which have seen declines of 4.9% and 16.3%, respectively [6] - The Zacks Consensus Estimate for second-quarter 2025 earnings is $5.84 per share, reflecting a 3.2% increase over the past 30 days and a 13.18% year-over-year growth [17] AI and Advertising Strategy - META's focus on AI to enhance user engagement is a significant catalyst, with over 3.43 billion daily users providing a vast data trove; AI usage has reached approximately one billion monthly users globally [5] - The deployment of META's deep neural network on NVIDIA's Grace Hopper Superchip has led to over 6% improvement in ad retrieval recall and more than 8% improvement in ad quality [12] - The introduction of the Generative Ads Recommendation model has increased conversion rates by 5%, with a 30% rise in advertisers using AI creative tools [15] Revenue Growth and Initiatives - META's Family of Apps other revenues grew 34% year-over-year to $510 million in Q1 2025, driven by WhatsApp Business Platform and Meta Verified subscriptions [16] - Capital expenditure for 2025 is projected between $64 billion and $72 billion, primarily for Gen AI initiatives and core business expansion [19] Market Position and Trends - META shares are trading above the 50-day and 200-day moving averages, indicating a bullish trend [9] - The company is focusing on social commerce through platforms like Facebook, Instagram, and WhatsApp, which is expected to enhance revenue streams [16]
Interpreting Meta Platforms (META) International Revenue Trends
ZACKS· 2025-05-13 14:23
Have you evaluated the performance of Meta Platforms' (META) international operations during the quarter that concluded in March 2025? Considering the extensive worldwide presence of this social media company, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health a ...
Meta Keeps Pushing Forward. Management Is Focused On Winning
Seeking Alpha· 2025-05-13 13:49
I first bought shares of Meta Platforms (NASDAQ: META ) (formerly known as Facebook) in 2018 during the Cambridge Analytica sell-off. Younger Meta shareholders may not even have heard about the scandal, yet it was big. The eyes of the investing worldCommon sense value investor with a long-term focus on technology and consumer discretionary sectors. I look for companies with strong fundamentals, sustainable competitive advantages, and high long-term growth potential. My approach follows three simple rules: O ...
Meta to start selling its Ray-Ban smart glasses in India from May 19
TechCrunch· 2025-05-13 07:27
Group 1 - Meta's Ray-Ban smart glasses will be available for sale in India starting May 19 at a price of ₹29,990 (approximately $353) [1] - The smart glasses support Meta AI, which can answer questions, translate audio and video live, send messages, and make calls [1] - Approximately 2 million pairs of the smart glasses have been sold since their launch in 2023 [2] Group 2 - The smart glasses currently support live translation for English, French, Italian, and Spanish, but do not yet support Indian languages [2] - The glasses can connect to music apps like Spotify, Amazon Music, Shazam, and Apple Music in India [2]
Report: Meta Considering Using Stablecoins for Cross-Border Payments
PYMNTS.com· 2025-05-12 14:37
Core Viewpoint - Meta is exploring the adoption of stablecoins for cross-border payments to reduce transaction fees associated with traditional payment methods [1][2]. Group 1: Meta's Stablecoin Consideration - Meta is in discussions with crypto firms and is likely to utilize multiple types of stablecoins for its payment solutions [1]. - The company aims to use stablecoins for small payouts to creators in different regions, indicating a focus on enhancing its payment capabilities [2]. - This consideration comes after Meta previously abandoned its stablecoin initiative, originally named Libra and later Diem, due to regulatory challenges [2]. Group 2: Industry Context - The current political climate under the Trump administration is reportedly more favorable to cryptocurrency compared to the previous Biden administration, which may influence Meta's decision [3]. - The financial sector is increasingly adopting stablecoins, as evidenced by Stripe's acquisition of Bridge, Visa's partnership with Bridge, and Fidelity's plans to develop its own stablecoin [3][4]. - Stablecoins are recognized for their advantages, such as fast transactions and reduced volatility, making them appealing for financial services [4]. Group 3: Market Developments - Stripe's CEO highlighted the potential of stablecoins to significantly improve speed, coverage, and cost for businesses globally [4]. - Visa's collaboration with Bridge aims to enable FinTech developers to offer stablecoin-linked Visa cards, showcasing the growing integration of stablecoins in traditional finance [4]. - Fidelity, managing over $5 trillion in assets, is preparing to launch its own stablecoin, indicating a broader trend of established financial institutions entering the stablecoin market [5].