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Meta Platforms Has Lost $73 Billion on Reality labs. Are Its Spending Cuts Enough for META Stock?
Yahoo Finance· 2025-12-05 16:58
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 ...
Meta Vs Pinterest - Which Internet Stock To Bet On?
Forbes· 2025-12-05 16:56
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 ...
Meta将削减元宇宙支出 Reality Labs可能最早于明年1月裁员
Xin Lang Cai Jing· 2025-12-05 16:34
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。 ...
Cathie Wood Is Still Buying Meta Platforms Stock. Should You?
Yahoo Finance· 2025-12-05 16:28
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’s Next Idea Could Be Bigger Than The Smartphone (NASDAQ:META)
Seeking Alpha· 2025-12-05 14:00
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 ...
Meta's Next Idea Could Be Bigger Than The Smartphone
Seeking Alpha· 2025-12-05 14:00
Core Viewpoint - Meta Platforms, Inc. (META) stock has experienced an approximate 11% decline since its October highs, which is interpreted as a potential buying opportunity rather than a warning sign [1]. Group 1: Stock Performance - The stock has declined roughly 11% since reaching its highs in October [1]. Group 2: Investor Sentiment - Investor concerns have been raised due to increasing capital expenditures related to artificial intelligence (AI) [1].
Meta strikes multiple AI deals with news publishers, Axios reports
Reuters· 2025-12-05 13:10
Group 1 - Meta has established multiple commercial AI data agreements with various news publishers [1] - The news publishers involved include USA Today, People Inc, CNN, Fox News, The Daily Caller, Washington Examiner, and Le Monde [1]
X @Bloomberg
Bloomberg· 2025-12-05 12:05
Politicians rely on social media companies for both campaign donations and voters' attention, notes @McCloskeyAbby. Is that why we don't have more regulations protecting kids online? (via @opinion) https://t.co/nLuEZGYAR3 ...
Ranking the Best "Magnificent Seven" Stocks to Buy for 2026. Here's My No. 2 Pick.
Yahoo Finance· 2025-12-05 10:35
Key Points Investors are concerned about Meta Platforms’ increased spending on data centers, AI, and Reality Labs. Meta’s long-term bets may take time to pay off. The Family of Apps business is a cash cow that can foot the bill for Meta’s risk-taking. 10 stocks we like better than Meta Platforms › Since Bank of America's Michael Hartnett coined the term "Magnificent Seven" in 2023, Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms (NASDAQ: META), and Tesla have all produced monster retur ...
Down 91% From Its All-Time High, Can Snap Stock Snap Back in 2026?
The Motley Fool· 2025-12-05 09:11
Core Insights - Snap's recent innovations may provide a foundation for long-term recovery, particularly in response to Apple's privacy changes that have impacted ad targeting for social media platforms [1][2][3] Advertising Innovations - Snap has introduced tools like Sponsored Snaps, which allow businesses to reach users directly in their message inbox, leading to a conversion increase of up to 22% for advertisers [5][6] - The company launched Smart Campaign Solutions, an AI-powered advertising suite that includes Smart Targeting and Smart Budget features, resulting in an average conversion increase of 8.8% for ads utilizing these tools [7] Financial Performance - Snap reported $1.5 billion in revenue for Q3 2025, a 10% increase year-over-year, indicating an acceleration from previous growth rates [8] - The platform achieved a record 477 million daily active users in Q3, reflecting a 7.7% year-over-year growth, which is attractive for advertisers [9] Subscription Service Growth - Snap's subscription service, Snapchat+, reached nearly 17 million paying members by the end of Q3, marking a 35% year-over-year increase and contributing $750 million in annualized revenue [10] Valuation and Market Position - Snap's stock is currently trading at a price-to-sales (P/S) ratio of 2.2, near its lowest level since going public in 2017, despite steady revenue growth [11] - If Snap's advertising innovations lead to accelerating revenue growth in 2026, the current valuation may present a significant investment opportunity [13]