We came across a bullish thesis on Meta Platforms, Inc. on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $647.10 as of December 2nd. META’s trailing and forward P/E were 28.67  and 22.17 respectively according to Yahoo Finance. Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices. META reported a blockbuster Q3 ...

Wall Street analysts rerated Meta Platforms Inc (NASDAQ:META) after the company said that it is considering cutting up to 30% of its 2026 Metaverse budget, primarily targeting the Quest virtual reality unit and Horizon Worlds, which account for the bulk of metaverse-related investment.JPMorgan analyst Doug Anmuth maintained an Overweight rating on Meta with a price forecast of $800.Bank of America Securities analyst Justin Post reiterated a Buy rating on Meta with a price forecast of $810.Also Read: Meta Pl ...

Mark Zuckerberg’s Meta has reached deals to pay Fox News, CNN and several other news publishers in exchange for using their articles in its AI chatbot, the company said Friday.The tech giant said the partnerships will give users more access to “real-time content” in the form of links to articles and websites when they submit queries to its AI tools.In addition to CNN and Fox News, Meta struck agreements with Fox Sports, Le Monde Group, People, the Daily Caller, the Washington Examiner, USA Today and the USA ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Market Overview - U.S. equities are showing mixed to positive sentiment as investors assess economic data and anticipate a Federal Reserve meeting next week [1] - Major U.S. stock indexes exhibit varied movements, with the S&P 500 and Nasdaq showing upward trends, while the Dow Jones hovers around flat [2] - S&P 500 futures are up 0.3%, Dow futures increase 0.1%, and Nasdaq futures rise 0.4%, indicating cautious optimism in global markets [3] Federal Reserve and Economic Data - The Federal Reserve's final FOMC meeting of 2025 is scheduled for December 9th and 10th, with an 87% probability of a 25-basis-point interest rate cut anticipated [4] - The release of the Personal Consumption Expenditures (PCE) price index for September 2025 is expected to provide insights into inflation and its impact on the Fed's decision [5] - Upcoming economic releases include the Job Openings and Labor Turnover Survey (JOLTS) on December 9th and the Consumer Price Index (CPI) around December 12th [6] Corporate News and Stock Movements - Netflix is acquiring Warner Bros. Discovery for $82.7 billion, impacting its stock performance [7] - Ulta Beauty's stock surged by 7% after reporting stronger-than-expected earnings and raising its sales outlook [7] - HP Enterprise's stock dropped following disappointing quarterly results and a subdued outlook [7] - Dollar General shares rose over 14% after boosting its full-year comparable sales forecast [12] - Meta Platforms' stock increased by over 3% after announcing plans to cut the metaverse group's budget by up to 30% [12] - Hormel Foods reported stronger-than-expected fourth-quarter earnings, leading to a stock rise of over 3% [12] - Science Applications International's stock closed up over 16% after reporting strong Q3 adjusted EPS and raising its full-year adjusted EPS estimate [12] Labor Market Insights - Initial jobless claims fell to 191,000 for the week ending November 29th, a decrease of 27,000, indicating a resilient employment situation [8]

The metaverse was once hailed as the next great frontier in digital innovation, with tech giants pouring billions into immersive reality, advanced wearables, and 3D virtual platforms. However, the slowdown in investor enthusiasm and overall adoption has also made the largest spender in the industry, Meta Platforms (META), confront the issue of how far and how quickly it should go with this big, ambitious vision. No company has bet more heavily on the metaverse than Meta, whose Reality Labs division has ra ...

MENLO PARK, CALIFORNIA - OCTOBER 28: A pedestrian walks in front of a new logo and the name 'Meta' on the sign in front of Facebook headquarters on October 28, 2021 in Menlo Park, California. A new name and logo were unveiled at Facebook headquarters after a much anticipated name change for the social media platform. (Photo by Justin Sullivan/Getty Images)Getty ImagesPinterest decreased by 17% over the last month. You might feel inclined to purchase more or consider decreasing your holdings. Nonetheless, a ...

责任编辑：张俊 SF065 Meta Platforms计划在其Reality Labs部门削减高达约30%的预算，这可能影响Horizon Worlds，并将重点 转向人工智能可穿戴设备。 Deeper Reality Labs考虑对Reality Labs进行更深度削减。Meta Platforms正在考虑大幅削减元宇宙资源， 其中可能包括最早于1月进行裁员，这反映了多年巨额投资后的战略转向。 Meta Platforms计划在其Reality Labs部门削减高达约30%的预算，这可能影响Horizon Worlds，并将重点 转向人工智能可穿戴设备。 责任编辑：张俊 SF065 Deeper Reality Labs考虑对Reality Labs进行更深度削减。Meta Platforms正在考虑大幅削减元宇宙资源， 其中可能包括最早于1月进行裁员，这反映了多年巨额投资后的战略转向。 ...

Core Insights - Meta Platforms (META) has underperformed the broader market this year, which is unusual for a "Magnificent 7" stock, prompting Cathie Wood to invest over $21 million in 33,837 shares, viewing the current situation as a risk-reward opportunity due to the company's long-term AI ambitions [1][3] Financial Performance - Meta reported a $16 billion tax bill in its latest earnings report, which contributed to selling pressure on the stock, despite a strong top line performance [3] - The company's stock returns of 5.45% over the past year lag behind the S&P 500 Index's 12.88% performance, with META holding the fifth-largest weighting in the index [4] Valuation Metrics - The current forward price-to-earnings (P/E) ratio for META is 27.82x, which is 22% above its five-year average of 22.81x, indicating that while the stock is reasonably valued, it is not cheap [5] - The forward price-to-sales (P/S) ratio is trading at a similar premium to its historical average, but it remains the second-lowest among its "Magnificent 7" peers [5] Growth Potential - META is projected to have a 20.3% earnings growth next year, excluding Nvidia, which is significantly higher than its peers, and its gross margins of 82% surpass Nvidia's 70% [6] - The current headwinds are viewed as an opportunity for investors, as the company is expected to outperform its peers in the coming year [6]

Meta Platforms, Inc. ( META ) stock has declined roughly 11% since its October highs, which to me, looks less like a warning and more like a buying opportunity. Sure, investors were spooked by swelling AI-related CapEx, but Meta isRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. H ...