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Here’s What Wall Street Thinks About Meta Platforms, Inc (META)
Yahoo Finance· 2025-12-21 14:45
Meta Platforms, Inc. (NASDAQ:META) is one of the Best Stocks to Buy and Hold for 2026. On December 12, Justin Post from Bank of America Securities reiterated a Buy rating on the stock without disclosing any price target. Earlier on December 11, Brian Nowak from Morgan Stanley also reiterated a Buy rating on the stock, but lowered the price target from $820 to $750. ​Analyst Brian Nowak from Morgan Stanley noted that while they remain bullish on the stock, they are lowering fiscal 2026 and fiscal 2027 EPS ...
Prediction: These 3 Stocks Will Join the $3 Trillion Club in 2026
The Motley Fool· 2025-12-21 12:12
Amazon, Meta Platforms, and Broadcom could all hit $3 trillion market caps next year.Currently, four companies have market caps above $3 trillion: Nvidia (NVDA +3.93%), Apple (AAPL +0.17%), Alphabet (GOOGL +1.55%) (GOOG +1.60%), and Microsoft (MSFT +0.22%). By the end of next year, that number is likely to rise to seven.Let's look at three stocks that could hit the $3 trillion mark in 2026. 1. AmazonWith a $2.4 billion market cap, Amazon (AMZN +0.21%) is the best-positioned company to join the exclusive clu ...
Insider Selling: Meta Platforms (NASDAQ:META) Insider Sells $333,836.37 in Stock
Defense World· 2025-12-21 12:08
Meta Platforms, Inc. (NASDAQ:META – Get Free Report) insider Jennifer Newstead sold 519 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $643.23, for a total value of $333,836.37. Following the completion of the transaction, the insider owned 29,696 shares in the company, valued at approximately $19,101,358.08. This trade represents a 1.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securi ...
Is Meta Stock a Buy Headed Into 2026?
The Motley Fool· 2025-12-21 01:03
Revenue and profits are soaring, but so are the social media company's capital expenditures.Meta Platforms (META 0.78%) stock has lagged in 2025. Shares of the Facebook, Instagram, WhatsApp, and Threads parent are up about 13% for the year, while the S&P 500 has climbed about 17%.The gap looks odd given how the business has performed. The company has kept pushing faster growth out of its ad platform across its social media properties -- and it has continued to invest aggressively in AI (artificial intellige ...
Analysts Rate Meta Platforms, Inc. (META) a Strong Buy, Forecast 28% Upside
Yahoo Finance· 2025-12-20 11:56
Meta Platforms, Inc. (NASDAQ:META) is among the 14 Best S&P 500 Stocks to Buy Now. On Wednesday, RBC Capital analyst Brad Erickson reiterated the firm’s Outperform rating on the stock with a price target of $810. Analysts Rate Meta Platforms, Inc. (META) a Strong Buy, Forecast 28% Upside Photo by Shutter Speed on Unsplash The update follows Morgan Stanley’s December 11 adjustment to the stock, when it lowered the price target to $750 from $820 while maintaining an earlier Overweight rating. Analyst Bri ...
Jim Cramer on Meta: “Kind of Ridiculously Cheap If You Like the Management as Much as I Do”
Yahoo Finance· 2025-12-19 19:14
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the company’s increased spending as he commented: “Meta is interesting. It’s up almost 11% for the year, not much, but better than Amazon. Stock sells for 22 times next year’s earnings. That’s kind of cheap, kind of ridiculously cheap if you like the management as much as I do. But it’s also spending like mad, perhaps as much as a hundred billion dollars next year for capital expense. And I’m not even ...
My Top 10 Portfolio Holdings for 2026
The Motley Fool· 2025-12-19 08:06
市场表现与投资组合概述 - 截至12月12日收盘 道琼斯工业平均指数 标普500指数 纳斯达克综合指数年内分别上涨14% 16%和20% [1] - 投资组合包含36个头寸 其中前十大持仓占投资资产超过81% 预计在波动市场中跑赢 [3] - 在市场历史性高位时 投资策略倾向于净卖出股票并持有现金 以等待价格错配的机会 [2] 贵金属矿业 - SSR Mining 年内股价上涨219% 主要受黄金和白银现货价格快速上涨推动 [6] - 公司2026年的主要催化剂包括贵金属持续上涨以及土耳其Çöpler矿环境许可证可能恢复 [6] - First Majestic Silver 是投资组合前十大持仓中唯一被主动减持的标的 因管理层难以控制采矿成本 估值接近合理水平 [22] - 尽管银价上涨促使华尔街分析师上调公司利润预期 但投资者在2025年已减持近一半头寸 并可能在2026年继续减持 [22][23] 制药行业 - Teva Pharmaceutical Industries 已完成转型 将部分重心从低利润仿制药转向高利润新药研发 [7] - 治疗迟发性运动障碍的药物Austedo在2025年全年销售额预计超过20亿美元 证明战略成功 [7] - 公司与48个州就阿片类药物危机达成42.5亿美元和解 使其能重新专注于药物研发并减少债务 [8] 现金管理与固定收益 - iShares 0-3个月国债ETF 用于存放等待投资的现金 年化收益率约为4% 远高于经纪商账户0.01%的未投资现金收益 [9][10] - 该ETF投资于三个月或更短期限到期的美国国库券 具有高流动性和稳定性 [9] 数字广告与社交媒体 - Meta Platforms 旗下应用家族在9月平均每日活跃人数达35.4亿 拥有卓越的广告定价能力 [11][12] - 公司截至9月拥有约445亿美元现金及等价物和有价证券 2025年经营活动现金流预计远超1000亿美元 有充足资本投资高增长领域 [13] - Pinterest 第三季度全球月活跃用户达到6亿 但其平均每用户收入远低于Meta 用户货币化提升空间巨大 [25] - 公司远期市盈率仅13倍 对应15%的年销售增长 且拥有26.7亿美元现金及等价物和有价证券 无债务 [26] - PubMatic 在数字广告领域定位理想 联网电视广告同比增长超过50% 全渠道视频广告收入在最近季度增长21% [18] - 公司产生正经营现金流 无债务 截至9月拥有1.365亿美元现金及等价物 被认为是华尔街最便宜的成长股之一 [19] 金融服务与银行 - 美国银行 是投资者持续持有超过14年的标的 是美国总资产最大银行中对利率最敏感的银行 [15] - 美联储从2022年3月至2023年7月的加息使其显著受益 而未来的降息可能产生相反影响 [15] - 美联储缓慢且充分沟通的货币政策调整 使该行能继续产生高利润贷款 支持2026年盈利增长 [16] 支付与金融科技 - PayPal Holdings 尽管活跃账户增长停滞 但每个活跃账户的支付交易量在2020年12月31日至2025年9月30日的过去12个月内从41笔增至57.6笔 增长41% [29] - 公司数字网络的总支付量在本十年大部分时间以高个位数或低双位数百分比增长 [29] - 公司已启动季度股息计划 并有一个股票回购计划 过去12个月回购金额达到或超过50亿美元 [30] 科技与云计算 - Alphabet 旗下谷歌在过去十年控制着89%至93%的互联网搜索引擎市场份额 其虚拟垄断地位确保了强大的广告定价能力 [32] - 旗下YouTube是全球访问量第二大的社交网站 [32] - 未来几年的现金牛可能是云基础设施服务平台Google Cloud 融入AI解决方案可加速这一高利润业务板块的增长 [33]
Prediction: Wall Street's Most Unique Member of the "Magnificent Seven" Will Become the Hottest Stock-Split Stock of 2026
The Motley Fool· 2025-12-18 09:06
Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there's a differentiated company primed for a forward split in the new year.For three years, artificial intelligence (AI) has dominated the conversation on Wall Street -- and with good reason. Empowering software and systems with the tools to make split-second decisions is a potential game changer for a host of global industries.But there's more than AI stocks fueling Wall Street's robust rally. Investor euphoria regarding stock sp ...
Meta推出跨应用年龄验证系统,以应对儿童安全法规
新浪财经· 2025-12-17 20:50
Meta Platforms(META)周三尾盘下跌0.4%。据报道,该公司正在采用一套新的年龄核验系统,有望 简化这家社交媒体集团及其数十亿用户适应全球不断增多的儿童保护法规的过程。 作为Facebook、Instagram和WhatsApp等社交平台的母公司,Meta正与新加坡企业K-ID合作,将这家初 创公司的AgeKey技术整合进其应用,并计划明年在多国推出。 责任编辑:张俊 SF065 Meta Platforms(META)周三尾盘下跌0.4%。据报道,该公司正在采用一套新的年龄核验系统,有望 简化这家社交媒体集团及其数十亿用户适应全球不断增多的儿童保护法规的过程。 作为Facebook、Instagram和WhatsApp等社交平台的母公司,Meta正与新加坡企业K-ID合作,将这家初 创公司的AgeKey技术整合进其应用,并计划明年在多国推出。 责任编辑:张俊 SF065 ...
Unpacking the Latest Options Trading Trends in Meta Platforms - Meta Platforms (NASDAQ:META)
Benzinga· 2025-12-17 18:01
Whales with a lot of money to spend have taken a noticeably bullish stance on Meta Platforms.Looking at options history for Meta Platforms (NASDAQ:META) we detected 125 trades.If we consider the specifics of each trade, it is accurate to state that 38% of the investors opened trades with bullish expectations and 35% with bearish.From the overall spotted trades, 12 are puts, for a total amount of $636,709 and 113, calls, for a total amount of $41,686,667.Projected Price TargetsAnalyzing the Volume and Open I ...