It’s been a bit of a whirlwind for the Meta Platforms, Inc. ( META ) stock since my last coverage . Recall that the post-Q3 earnings pullback in late October was primarily driven byAnalyst’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 next 72 hours. 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 b ...

Core Insights - Meta Platforms, Inc. (META) stock has experienced significant volatility since the last coverage, particularly following the post-Q3 earnings pullback in late October [1] Group 1 - The stock's decline was primarily driven by market reactions to the earnings report [1]

Manus是由中国创业公司Monica研发的全球首款通用AI智能体，自2025年3月发布后迅速引爆科技圈。 同年12月，该公司宣布将被Meta收购，总部已迁至新加坡。 近日，商务部对"Meta收购Manus是否需要进行审查"作出正式回应，表示将会同相关部门，依据出口管 制、技术进出口、对外投资等相关法律法规，对此次收购开展一致性评估调查。这场涉及数十亿美元的 收购案，因牵扯数据跨境流动、技术出口审查等合规问题，持续引发业界与监管关注。 此前报道 一场收购，多重合规考题 曾火爆全网！中国90后的公司，被扎克伯格巨资买下 这笔交易迅速引发外界对其技术转移、数据出境等合规问题的热议。作为AI智能体，Manus在运营过程 中可能收集、处理大量用户数据，若这些数据随公司架构一同"迁移"至新加坡及Meta旗下，是否须经过 中国的数据出境安全评估，成为监管关注的核心。 在2026年1月8日的商务部例行新闻发布会上，发言人何亚东回应称，中国政府一贯支持企业依法依规开 展跨国经营与国际技术合作，同时明确，企业在对外投资、技术出口、数据出境、跨境并购等活动中必 须符合中国法律法规、履行法定程序。商务部此番"评估调查"的表态，为事 ...

Group 1 - The core viewpoint of the news highlights that major technology stocks experienced an upward trend, with AMD rising nearly 4% and TSMC, Micron Technology, and Microsoft increasing by over 2% [1] - NVIDIA, Meta, and Amazon also saw gains of over 1%, indicating a positive sentiment in the technology sector [1]

Group 1 - AMD shares increased by nearly 4% [1] - TSMC, Micron Technology, and Microsoft shares rose over 2% [1] - Nvidia, Meta, and Amazon shares gained over 1% [1]

Core Viewpoint - Analysts expect Meta Platforms (META) to report quarterly earnings of $8.15 per share, reflecting a year-over-year increase of 1.6%, with revenues projected at $58.4 billion, up 20.7% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 0.3% in the last 30 days, indicating a reassessment by covering analysts [1][2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [2] Revenue Projections - Revenue from Reality Labs is expected to be $917.35 million, a decrease of 15.3% year-over-year [4] - Revenue from the Family of Apps (FoA) is projected to reach $57.50 billion, an increase of 21.6% from the prior year [4] - Advertising revenue is anticipated to be $56.85 billion, reflecting a 21.5% increase year-over-year [5] - Other revenue is estimated at $724.10 million, showing a year-over-year increase of 39.5% [5] Geographical Revenue Insights - Advertising revenue from the US & Canada is expected to be $25.58 billion, up 21.9% from the previous year [5] - Advertising revenue from Europe is projected at $14.02 billion, indicating a 25.7% increase year-over-year [6] - Revenue from the Rest of the World is expected to reach $7.21 billion, reflecting a 23.1% increase [6] User Metrics - Family daily active people (DAP) is projected to reach 3.57 billion, up from 3.35 billion year-over-year [7] - The estimated headcount is 78,863, compared to 74,067 in the previous year [7] - Average Revenue Per Person (ARPP) is expected to be $16.19, compared to $14.25 in the same quarter last year [8] Stock Performance - Meta Platforms shares have decreased by 3% in the past month, while the Zacks S&P 500 composite has increased by 0.6% [8]

Core Insights - Meta Platforms, Inc. (META) has experienced a modest return of only 4% over the past year, raising questions about its performance and future prospects [1] Investment Strategy - The investment approach focuses on identifying attractive risk/reward opportunities that are supported by strong price action, aiming to generate alpha that exceeds the S&P 500 [1] - The strategy emphasizes avoiding overhyped and overvalued stocks while targeting beaten-down stocks with significant recovery potential [1] - The investment group Ultimate Growth Investing specializes in finding high-potential opportunities across various sectors, particularly in growth stocks with solid fundamentals and strong buying momentum [1]

Meta Platforms, Inc. ( META ) has recorded a return of just 4% for the past one year? Seriously... What's really going on? The bigger narrative indicates thatJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My ...

Britain's communications regulator Ofcom said on Friday it had opened an investigation into Meta Platforms over information the company provided relating to WhatsApp for one of its market reviews. The... ...

Meta Platforms stock price popped by over 5% on Thursday, adding billions of dollars in value. It rose to a high of $647, up by 11% from its lowest level in November last year. ...