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Meta Pulls Back From Highs as AI Capex Clouds a Still-Strong Cash Flow Story
Investing· 2025-12-25 19:13
NASDAQ:META trades around $667.55, below the 52-week high near $796.25 and well above the low at $479.80. Market cap is about $1.68 trillion, trailing P/E is roughly 29.5 and the dividend yield is near 0.31%. The stock has corrected around 18% from the peak while the core business continues to deliver about 26% year- over-year revenue growth, more than $80 billion in operating income and over $40 billion in free cash flow. Based on the full data set, the risk–reward still points to a Buy stance, leaning to ...
Meta Platforms (NASDAQ: META) Price Prediction and Forecast 2025-2030 for December 14
247Wallst· 2025-12-24 12:00
Core Insights - Meta Platforms Inc. (NASDAQ: META) shares increased by 1.44% over the last five trading sessions, following a prior increase of 1.14% in the five sessions before that [1] Summary by Category - **Stock Performance** - The stock experienced a gain of 1.44% in the most recent five trading sessions [1] - This follows a previous gain of 1.14% in the five sessions prior [1]
Billionaires Buy 2 Trillion-Dollar AI Stocks Hand Over Fist Ahead of 2026
The Motley Fool· 2025-12-24 08:30
Core Insights - Top hedge fund managers have significantly invested in Meta Platforms and Alphabet, with Meta's market value at $1.6 trillion and Alphabet's at $3.7 trillion, reflecting year-to-date stock increases of 13% and 64% respectively [1][2] Meta Platforms - Meta holds a strong position in digital advertising and smart glasses, being the second-largest ad tech company globally and leading in smart glasses shipments [4][6] - The company leverages artificial intelligence to enhance user engagement and ad conversion rates, with CEO Mark Zuckerberg highlighting improvements in content relevance through AI recommendation systems [5] - Analysts project Meta's earnings to grow at 17% annually over the next three years, with a median target price of $842 per share, indicating a potential 27% upside from its current price of $661 [8][9] Alphabet - Alphabet is the largest ad tech company, utilizing AI to enhance monetization of Google Search and YouTube, with significant increases in query volume and content optimization for influencers [9][10] - The company has developed the Gemini AI assistant, which has over 650 million monthly active users, positioning it as a strong competitor in the AI space [10] - Alphabet's Google Cloud is the third largest public cloud service, with a 34% increase in total cloud sales in the third quarter, driven by demand for AI chips and models, and projected revenue growth of 44% by 2026 [11][12] - Analysts expect Alphabet's earnings to grow at 15% annually over the next three years, with a median target price of $330 per share, suggesting a 6% upside from its current price of $310 [13][14]
Options Corner: RDDT named top pick at Needham
Youtube· 2025-12-23 21:17
Welcome back to Market on Close. Shares of Reddit are down 3% right now, but NEM thinks that the stock has a lot of room to run higher. The firm named it its 2026 top pick and added it to its conviction buy list.Needm is positive on Reddit, having 100% human created content and notes that it's already generating more than hund00 million per year in fees from OpenAI and Google's Gemini. And that number could double with Anthropic and Perplexities fees. Shares are up about 40% so far this year.And that of cou ...
Baird's Colin Sebastian on Meta: Margins, investments are concerns but look further ahead
CNBC Television· 2025-12-23 19:21
Colin Sebastian is Barrett, senior internet analyst. Colin, welcome to you. Do you how do you expect them to flip the narrative here.>> Yeah, hi Kelly. Thanks for having me. So, you know, our point today is is not to say that they're not legitimate concerns over over margins and investments by Meta.In fact, we've highlighted those for several months. Um, but what we're nudging investors to do is look a little bit further ahead. Uh, especially given the importance of the AI theme.Uh Meta will be launching a ...
Baird's Colin Sebastian on Meta: Margins, investments are concerns but look further ahead
Youtube· 2025-12-23 19:21
Colin Sebastian is Barrett, senior internet analyst. Colin, welcome to you. Do you how do you expect them to flip the narrative here.>> Yeah, hi Kelly. Thanks for having me. So, you know, our point today is is not to say that they're not legitimate concerns over over margins and investments by Meta.In fact, we've highlighted those for several months. Um, but what we're nudging investors to do is look a little bit further ahead. Uh, especially given the importance of the AI theme.Uh Meta will be launching a ...
EXCLUSIVE: Jay Woods Picks His Favorite And Least Favorite Magnificent 7 Stocks For 2026 – 'A Story To Watch'
Benzinga· 2025-12-23 17:29
The Magnificent Seven stocks continue to be among the most closely followed by investors, analysts and market experts. In an interview with Benzinga, Freedom Capital Markets Chief Market Strategist Jay Woods shares his favorite Magnificent 7 stocks heading into 2026 and which of the seven he's avoiding.Favorite Magnificent 7 StocksDuring an interview with Benzinga in September 2025, Woods said to stick with what was working when it came to big tech stocks and the Magnificent 7 stocks heading into the fourth ...
How the math behind your social feed shapes your credit & stocks
Youtube· 2025-12-23 02:43
Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Brooke De Palma, who's here to connect the dots and to be that bridge between Wall Street and Main Street. Today we're going to be talking about the common thread among your social feed, your credit score, and how yo ...
Get Ready for a Fruity Facebook as Meta Preps New Mango AI Model. Should You Buy META Stock Here?
Yahoo Finance· 2025-12-22 17:02
Meta Platforms (META) is among the most-watched mega-cap tech stocks in the market, and for good reason. The company's core social media empire, which started with Facebook and has since expanded to include Instagram, WhatsApp, and Messenger, now has more than 3.5 billion daily active users across all of its networks. Over the decades, the company has monetized these eyeballs to an incredible extent, now generating incredible profits and cash flow that the company piles into its other high-growth initiat ...
Meta Platforms, Inc. (META) Bolsters AI Glasses with new Software Update for Noise Reduction
Yahoo Finance· 2025-12-22 13:39
Meta Platforms, Inc. (NASDAQ:META) is one of the best forever stocks to buy according to hedge funds. On December 16, Meta Platforms, Inc. (NASDAQ:META) confirmed a new software update for its AI glasses. V21 is the latest software update that introduces features that enhance conversations in noisy environments and integrate with Spotify. Meta Platforms, Inc. (META) Bolsters AI Glasses with new Software Update for Noise Reduction The software update comes with a conversation focus feature that amplifies ...