History Says Now Is the Perfect Time to Buy Meta Stock

Core Insights - Meta Platforms' stock has declined approximately 25% from its all-time high following the release of its third-quarter earnings, prompting discussions among investors about potential buying opportunities [1] Financial Performance - Meta reported outstanding Q3 results, with revenue reaching $51.2 billion, exceeding management's expectations of $47.5 billion to $50.5 billion, and reflecting a 26% year-over-year increase [4] - The company's capital expenditures for 2025 are projected to be between $70 billion and $72 billion, a significant increase from $39.2 billion in 2024, indicating a potential capital expenditure exceeding $100 billion in 2026 [6] AI Investment and Strategy - Concerns exist regarding Meta's substantial investments in AI infrastructure, which are viewed as necessary for maintaining competitiveness in the tech industry [2] - Meta believes that AI can enhance its advertising technology, leading to improved ad conversions and increased user engagement on platforms like Facebook and Instagram, with reported increases of 5% and 10% in time spent on these platforms, respectively [5] Market Sentiment - Despite concerns over spending, Meta's core advertising business remains strong, and the current stock price is considered attractive by some investors [7]