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Jim Cramer on Meta Platforms (META): “I Just Think This One’s a Buy”
Yahoo Finance· 2026-02-10 14:55
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer looked at recently. Cramer mentioned that the stock “mystifies” him, as he said: On Wednesday of last week, we got results from Meta, Microsoft, and Tesla… Let’s take them on one by one. Start with Meta, which initially got a lot of love, rallying 10% the next day. Makes sense. Mark Zuckerberg delivered a huge top and bottom-line beat. More importantly, he explained exactly how Meta’s AI investments are already helping to make their core a ...
Meta Platforms (META) Child Safety Lawsuit Proceeds as AI Data Center Deal Advances
Yahoo Finance· 2026-02-08 21:15
Meta Platforms, Inc. (NASDAQ:META) is one of the 13 Best Extremely Profitable Stocks to Invest in Now. Meta Platforms (META) Child Safety Lawsuit Proceeds as AI Data Center Deal Advances Reuters reported on January 30, 2026, that Meta Platforms, Inc. (NASDAQ:META) is preparing to go to trial in New Mexico for allegedly exposing kids and teens to sexual exploitation on WhatsApp, Instagram, and Facebook. The lawsuit has been filed by General Raúl Torrez, who claims that Meta turned a blind eye toward preda ...
Meta Platforms (META) Child Safety Lawsuit Proceeds as AI Data Center Deal Advances
Yahoo Finance· 2026-02-08 21:15
Core Insights - Meta Platforms, Inc. (NASDAQ:META) is facing a lawsuit in New Mexico for allegedly exposing minors to sexual exploitation on its platforms, including WhatsApp, Instagram, and Facebook [2][3] - The company has denied the allegations and plans to appeal a previous verdict that awarded $425 million in damages [3] - Despite these legal challenges, Meta is advancing its strategic initiatives, including a multi-year partnership with Corning valued at up to $6 billion to enhance AI data center infrastructure in the U.S. [4] Legal Challenges - The lawsuit was filed by General Raúl Torrez, claiming that Meta ignored the risks posed by predators to minors, leading to physical and mental health issues [3] - Jury selection for the trial is scheduled, with the trial expected to last approximately seven to eight weeks [3] Strategic Initiatives - Meta announced a significant partnership with Corning to expand AI data center infrastructure, indicating a commitment to technological advancement [4] - Analyst sentiment remains positive, with KeyBanc raising its price target for Meta from $835 to $855, citing strong Q4 results and productivity gains from AI [5] Company Overview - Meta Platforms owns several major social media platforms, including Facebook, Instagram, WhatsApp, and Messenger, and is focused on developing AI-driven technologies [6]
Jim Cramer on Meta: “All I Hear About Is How It’s Just an Advertising Company With a Pair of Ray-Bans”
Yahoo Finance· 2026-02-04 18:40
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shared his opinion on. Cramer highlighted the company’s lack of promotion, as he remarked: Meta… [had] a terrific quarter, really, but all I hear about is how it’s just an advertising company with a pair of Ray-Bans. They’d never do anything to defend or promote their stock. I mean, like nothing. They don’t even seem to care. Well, what can I say? That’s true. Photo by Alexander Shatov on Unsplash Meta Platforms, Inc. (NASDAQ:META) dev ...
Jim Cramer Shared His Opinion on These 14 Stocks
Insider Monkey· 2026-02-04 06:42
Jim Cramer, the host of Mad Money, on Monday said that after a year of poor performance, the Magnificent Seven no longer live up to their reputation as the market’s top-performing stocks. A lot of people don’t know this, but I used to write obituaries for a living. It’s a sad job as you can imagine. You want to be sure you get it right, and if you can, you need a picture. Always the picture. Well, here’s the picture. It’s of the Magnificent Seven, and I’m pronouncing it dead tonight. Why? Because the groupi ...
Why Needham Warns That Meta Platforms Stock Could Be Headed for 10%-15% Downside
Yahoo Finance· 2026-02-03 17:29
Meta Platforms (META) stock is once again in the limelight after the company reported good earnings results, taking its shares close to record highs. Although Wall Street has generally reacted well to the accelerating revenue growth of Meta Platforms and its aggressive artificial intelligence (AI) plans, at least one major investment firm is cautioning investors not to get overly bullish on the tech giant’s shares. In a recent interview, Needham senior analyst Laura Martin said Meta Platforms is “priced fo ...
Jim Cramer on Meta: “AI Is Changing the Company’s Fortunes in a Way That Is Just Extraordinary”
Yahoo Finance· 2026-02-02 20:18
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shared his thoughts on. Cramer noted that “Meta knows everything about you,” as he commented: … It’s hard to believe that Meta, which had been written off as a company that spends way too much on AI just last quarter, could rally more than 10% today as those investments paid off in spades. Last quarter, Meta had been the scissors. This time, it’s the rock… Let’s speak truth right here, right now. I listen to CEOs constantly. I read their w ...
Meta's Mark Zuckerberg Just Predicted What's Next for AI (And It's Excellent News for Nvidia)
The Motley Fool· 2026-02-01 23:45
Core Viewpoint - Nvidia is a leading player in the AI industry, with significant revenue growth and stock price appreciation, making it a focal point for technology investors [1][2]. Company Overview - Nvidia designs powerful AI chips, specifically GPUs, and offers a comprehensive range of related products and services, essential for building AI capabilities [2]. - The company has achieved record revenue growth, with year-over-year increases in the double or triple digits, and its stock price has surged by 1,300% over the past five years [2]. Market Dynamics - Investors are closely monitoring Nvidia for any signs of momentum change, especially in light of predictions from industry leaders like Meta's Mark Zuckerberg regarding AI acceleration [3][7]. - Meta has also been investing heavily in AI, which has contributed to its revenue growth, reaching $59 billion in the recent quarter, and is expected to further enhance advertising experiences through AI [5][6]. Future Outlook - Zuckerberg anticipates a significant acceleration in AI development by 2026, which could lead to increased demand for Nvidia's products as companies implement AI solutions [7][8]. - Nvidia's GPUs are critical not only for training AI models but also for their operational tasks, indicating sustained demand as companies deploy AI technologies [8]. Investment Considerations - Nvidia is well-positioned for stock price growth, with ongoing heavy spending from customers on chips to support AI development [9]. - The upcoming release of Nvidia's next platform update, Rubin, later this year is expected to serve as an additional catalyst for revenue growth [9]. - Despite past stock price increases, there remains potential for further appreciation as the AI boom continues [10].
Tech Corner: META's Big AI Spend
Youtube· 2026-01-31 18:00
Core Insights - Meta Platforms is the world's largest social media company with a significant advertising-based business model, encompassing platforms like Facebook, Instagram, Messenger, and WhatsApp [1][2] - The company is heavily investing in artificial intelligence to enhance ad targeting and user engagement, with advertising accounting for 95% of total revenue [3][5] Financial Performance - In Q4 2025, Meta reported revenues of approximately $59.89 billion, a 24% year-over-year increase, and earnings per share (EPS) of $8.88, surpassing estimates by $0.66 [6][7] - R&D expenses reached over $17 billion in Q4, up nearly 41% year-over-year, impacting net profit despite revenue growth [8] - Average revenue per user increased by 16% year-over-year, with daily active users rising to about 3.58 billion, a 7% increase [9][10] Market Position and Competition - Meta faces competition from major players like Alphabet (Google), TikTok (ByteDance), Microsoft (LinkedIn), and Amazon in digital advertising and AI development [4][5] - The company's unique value proposition lies in its extensive ecosystem of interconnected apps, which enhances user engagement and monetization [5] Capital Expenditures and AI Investments - Meta's capital expenditures are projected to be between $162 billion and $169 billion in 2026, reflecting aggressive investments in AI infrastructure [10][12] - The company's AI initiatives are expected to drive future growth and improve ad performance, contributing to a robust advertising business [11][13] Profitability Metrics - Meta maintains a gross margin of around 82%, significantly higher than the sector median of approximately 54%, and a net income margin close to 31% [15][16] - Despite high capital expenditures, the company remains profitable and is expected to grow sales by approximately 19% over the next four quarters [14][20] Technical Analysis - Meta's stock has shown strong momentum with year-to-date gains of over 9%, indicating bullish sentiment among investors [18][19] - The stock is trading above both the 100 and 200-day moving averages, suggesting improved technical conditions [19] Long-term Outlook - Analysts expect positive returns for investors as Meta continues to leverage its AI capabilities for monetization and user engagement [21][20] - The company is positioned to maintain its dominance in the social media industry while expanding its global influence [21]
Jim Cramer on Meta: “They Got the Memo”
Yahoo Finance· 2026-01-31 13:48
Core Insights - Meta Platforms, Inc. reported a significant earnings beat and solid revenue growth, which has positively impacted its stock performance [1] - The company plans to invest $135 billion in AI development this year while maintaining confidence in year-over-year growth in operating income [1] - Despite a previous stock decline of 11% after its last earnings report and a 16% drop from August highs, Meta is currently trading at less than 23 times this year's earnings estimates, indicating it may be undervalued [2] Financial Performance - Meta Platforms achieved a substantial earnings and revenue beat, contributing to a boost in stock price [1] - The company’s core advertising business is expected to deliver strong numbers, which could serve as a catalyst for stock recovery [2] - The increase in capital expenditure forecast for AI infrastructure has been a concern for investors, impacting stock performance despite strong financial results [2]