We recently published 13 Stocks That Crossed Jim Cramer’s Radar. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer discussed. After Meta Platforms, Inc. (NASDAQ:META)’s latest earnings report created worries about aggressive spending. Cramer took the contrarian view and stressed that the firm is defending itself from a possible encroachment by OpenAI on its moat in the social media industry. Throughout the year, the CNBC TV host has found different reasons to be positive about the firm. Y ...

Core Viewpoint - Many investors still perceive Meta Platforms primarily as a social media company operating Facebook and Instagram [1] Company Summary - Meta Platforms is recognized for its significant presence in the social media landscape through its flagship platforms, Facebook and Instagram [1]

Since my last Meta Platforms, Inc. ( META ) analysis , the stock has lost about 17% in price. However, it is clear to me, with enough intelligent focus, that this is temporary—indeed, it would be a sin of incompetence notAnalyst’s Disclosure:I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. 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 bus ...

Core Viewpoint - Meta Platforms, Inc. is facing significant challenges due to rising AI investments, leading to concerns about margin compression and stock performance [1][2][3]. Group 1: Price Target and Market Sentiment - MoffettNathanson has reduced its price target for Meta to $750, indicating that the current situation is markedly different from previous tech resets [1]. - The firm expresses that there is a lack of cost discipline within Meta, suggesting the need for "another year of efficiency" as margins are under multiyear pressure [2]. Group 2: Investment and Margin Concerns - The focus has been on how Meta's increasing AI investments are likely to pressure margins and stock prices, with the scale of these investments becoming apparent before any revenue shortfall [2]. - Meta's shares have declined by 20% in recent weeks, prompting the firm to reassess its previous investment stance and anticipate further margin compression [3]. Group 3: Specific Areas of Concern - Spending in Reality Labs is highlighted as a particular concern, making it more challenging to defend the stock [3]. - Despite expanding advertising capabilities and investing heavily in AI and the metaverse, the overall sentiment suggests that Meta may struggle until cost discipline is restored [3].

I made a big mistake in my last Meta ( META ) article . I think I was early to notice that the market is sleeping on the aggressiveness of Meta's spending plans, and noted that if they materialize, earnings are set toI aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a ...

Core Viewpoint - Meta Platforms, despite a strong revenue growth, faces investor concerns due to its significant capital expenditure plans and stock price volatility, leading to a mixed sentiment in the market [3][5][16]. Company Overview - Meta Platforms, originally Facebook, has evolved into a global digital ecosystem with platforms like Instagram, WhatsApp, and Messenger, and is now focusing on AI, augmented reality, and the metaverse [2]. - The company has seen a remarkable stock performance over the past decade, with a valuation of approximately $1.5 trillion, but recent price actions indicate a period of recalibration [1]. Financial Performance - In Q3 2025, Meta reported a 26% year-over-year revenue increase to $51.2 billion, driven by strong advertising performance and AI enhancements [9]. - Ad impressions grew by 14%, and average ad prices rose by 10% year-over-year, reflecting robust advertiser demand [11]. - Despite strong operational results, the stock fell over 11% post-earnings due to concerns about future capital expenditures and ongoing losses in Reality Labs [16]. Capital Expenditure Plans - Meta is planning a significant capital expenditure surge, projecting $70 billion to $72 billion for 2025, with expectations for even larger spending in 2026 [4][13]. - This spending is aimed at enhancing data centers and AI infrastructure, which is seen as essential for the company's future growth [15]. Market Sentiment and Analyst Opinions - Analysts express mixed sentiments; while some see the heavy spending as a strategic move for long-term growth, others are concerned about the immediate financial implications [18][20]. - Wedbush analyst Dan Ives maintains a positive outlook, projecting a price target of $920, citing a potential capex super cycle and strong underlying demand [18][22]. - Rosenblatt analyst Barton Crockett raised Meta's target to $1,117, emphasizing the justification of higher capex due to expected AI returns [21]. Stock Performance and Valuation - META stock has experienced a decline of approximately 22% post-earnings and is currently 26% below its year-to-date peak [6]. - The stock trades at 20.7 times forward earnings, which some analysts view as a premium that reflects the company's scale and innovation [8]. - The average analyst price target for META is $843.13, indicating a potential upside of 43% from current levels [23].

Core Viewpoint - Pinterest, Inc. is viewed as a potential investment opportunity despite recent challenges, with a recommendation to start buying at current levels due to its strong fundamentals and growth potential in the context of large language models [1]. Financial Performance - Pinterest reported solid earnings, but the stock experienced a decline in after-hours trading due to earnings per share being slightly below expectations. User growth and revenue in the US and Canada were softer than anticipated, while most of the positive performance came from Europe [2]. Market Context - The current sentiment in the tech sector is cautious, with some analysts suggesting that while Pinterest has potential, other AI stocks may offer greater upside with less risk. The overall expectations for Pinterest were considered too high, leading to the stock's reaction post-earnings [2].

Streaming platform Twitch added to Australia's teen social media ban https://t.co/m3KJXPxX7l ...

Core Points - Meta Platforms Inc. has agreed to a $190 million settlement over claims of user privacy violations [1] - The settlement addresses allegations that executives, including Mark Zuckerberg, failed to tackle ongoing privacy issues [1] - This decision represents a significant financial impact for Meta amid the ongoing repercussions from the Cambridge Analytica scandal [1]

Core Points - Australia's internet watchdog will include Twitch, owned by Amazon.com, in its upcoming ban on teen social media platforms [1] - The image-sharing platform Pinterest will not be included in this ban [1] Group 1 - The decision reflects ongoing regulatory scrutiny of social media platforms and their impact on youth [1] - Twitch's inclusion indicates a focus on live streaming services as part of the broader social media landscape [1]