JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

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: Last week, Meta—the parent company of Facebook, Instagram, Threads and WhatsApp—unveiled a new "personal artificial intelligence (AI)." Powered by the Llama 4 language model, Meta AI is designed to assist, chat and engage in natural conversation. With its polished interface and fluid interactions, Meta AI might seem like just ano ...

Following the last coverage on Meta Platforms (NASDAQ: META ), the stock is down 14% after hitting our $625 target and peaking at $740, just shy of our $773 estimate. Despite this pullback amid broader tech weakness, Q1 2025Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.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 ...

Meta Platforms (META 0.54%) rocketed 4.2% higher on Thursday in response to strong first-quarter earnings. The stock has erased almost all of its year-to-date losses in recent weeks, and, at the time of this writing, it is just a couple of percentage points off from being even on the year.Here's why the company's latest results -- and management commentary on the earnings call -- reinforce its underlying investment thesis, and why Meta is a top growth stock to buy now. Family of apps continues to drive high ...

Group 1 - The article discusses the initiation of investment coverage for Meta Platforms (NASDAQ: META) with a "Buy" rating when the stock was priced at $99.2, amidst a generally bearish sentiment from Wall Street [1] - The analyst emphasizes the importance of filtering vast amounts of data to identify critical investment ideas, showcasing expertise in navigating diverse asset classes [1] - The investment group, Beyond the Wall Investing, provides access to high-quality analysis and insights that institutional market participants prioritize [1]

Core Viewpoint - Concerns regarding reduced spending from China-based e-commerce exporters have been largely justified, impacting Meta Platforms' revenue, but the company has shown resilience and growth driven by artificial intelligence (AI) investments [1][2][14]. Financial Performance - Meta's Q1 revenue increased by 16% year over year to $42.31 billion, with earnings per share (EPS) rising 37% to $6.43, surpassing analyst expectations [5]. - Advertising revenue also grew by 16% to $41.4 billion, while Reality Labs revenue fell by 6% to $412 million [6]. Advertising Dynamics - The growth in advertising was supported by a 5% increase in ad impressions and a 10% rise in average price per ad, attributed to AI investments [7]. - AI has enhanced user engagement, leading to a 7% increase in time spent on Facebook and a 6% increase on Instagram [8]. User Base Growth - The family daily active people (DAP) metric rose by 6% year over year to 3.43 billion, exceeding analyst expectations [10]. - The new app, Threads, has grown to over 350 million monthly active users, with plans to gradually introduce ads [11]. Future Outlook - Meta forecasts Q2 revenue between $42.5 billion and $45.5 billion, reflecting growth of 9% to 16% year over year [12]. - The company has increased its full-year capital expenditures to a range of $64 billion to $72 billion, focusing on data center investments for AI [13]. Investment Perspective - Despite challenges from the U.S.-China trade war, Meta's reliance on AI for advertising revenue growth positions it favorably for long-term investment [14]. - The stock trades at a forward price-to-earnings (P/E) ratio of around 23 times based on 2025 estimates, indicating an attractive valuation [15].

Core Viewpoint - Meta is contesting a $220 million fine imposed by Nigeria for consumer data violations, threatening to shut down Facebook and Instagram in the country if the fine is enforced [2][5]. Group 1: Legal and Regulatory Context - A Nigerian tribunal rejected Meta's appeal against the $220 million fine from the Federal Competition and Consumer Protection Commission (FCCPC) [2]. - Meta has until the end of June to pay the fine, with the company expressing disagreement with the Nigerian Data Protection Commission's (NDPC) decision [3]. - Nigeria accused Meta of violating data protection and consumer rights laws, with investigations revealing invasive practices against consumers [4]. Group 2: Company Response and Strategy - Meta claims it may be forced to shut down its services in Nigeria to mitigate enforcement risks [2][5]. - A spokesperson for Meta stated the company is committed to user privacy and has appealed the NDPC's decision, arguing that it does not consider the tools available for users to control their information [3]. - WhatsApp, a Meta platform, criticized the FCCPC order as containing inaccuracies and is seeking to appeal the tribunal's decision [4]. Group 3: Industry Implications - The FCCPC described Meta's threat to exit Nigeria as a calculated move to induce negative public reaction and pressure the commission [6]. - The FCCPC noted that Meta has faced similar sanctions in other countries but did not threaten to exit those markets [6]. - As of March, Nigeria had approximately 164.3 million internet subscriptions, indicating a significant user base for Meta's platforms [7].

Meta Platforms TodayMETAMeta Platforms$593.83 +21.62 (+3.78%) 52-Week Range$442.65▼$740.91Dividend Yield0.35%P/E Ratio24.77Price Target$696.45Add to WatchlistShareholders in Meta Platforms NASDAQ: META, one of the renowned Magnificent Seven stocks, just got a bout of good news. Meta’s Apr. 30 earnings impressed markets, resulting in shares rising over 4% the day after. Due to Microsoft’s NASDAQ: MSFT arguably more impressive earnings, Meta can now only claim to be the second-best performer in the Mag Seven ...