@financein90s: 📉Meta collapsed after earnings, here’s what you need to know: ✅Topline growth is strong - up 28% year over year, not falsely inflated by currency volatility ❌EPS missed 13%, but was primarily due to one-off costs (legal + severance). Note - management did state there may be material impacts from ongoing legal proceedings. This means we could have more of these legal costs pop up in future earnings. ❌Costs jumped significantly year over year - related to the one off costs mentioned above. Take these out, the overall business still became less profitable year over year by 6%. We’ll have to see if this becomes a trend or they can stabilize, scale, and return to higher margins. ⚠️CAPEX guidance tightend (slightly increased the low end estimate) and free cash flow was decimated this quarter. Expected, but markets don’t like it especially when Meta’s one of the few spending this money without an existing cloud business to show massive revenue and operating profits. Argument can be made that the acceleration in the ads business is thanks to this buildout - but still not as strong of an argument as say Amazon - which has both cloud + advertising. ⚠️350 billion in off balance sheet debt. ~50b may be added in 2026, ~80b in 2027. Contingent on actual delivery of compute / data center buildout - so some may not be realized. ✅After the decline, Meta trades at a roughly 17x forward earnings and 11x operating cash flow — the cheapest it's been in a decade outside the 2022 crash. ✅Meta’s network and massive moat are undeniably powerful. The business has a lot of optionality and distribution to scale new revenue lines. Still bullish and will nibble on dips while keeping my sizing appropriate for my risk tolerance. Follow for more breakdowns #investing #earnings #stockmarkets

cynicalcalls :

Meta is a great company it will always do well

465under :

Sub $600, Meta is a buy for me. Down to sub $550 it’s a bargain. I’ve loaded up as much as I can and averaged down. I’ll slowly grow it in my portfolio until 2030/31, then look at taking gains.

Mattia :

Nice move bro

Staff :

Meta is the only one with no real roi on ai capex as of yet, or at least very minimal compared to goog, msft, amzn. It’s been proven atp. I think if meta goes below 500 it’s a very good long term.

SafeBet108 :

‘Small-to-medium’ bro has 22k

kingofthenorth_999 :

don’t love it. sorry.

KailanTK :

Under $500 I’d be in for a swing trade

pensuad :

Autodesk, Oracle, Nokia?

josh :

thoughts on microsoft/tesla

Josephian :

518 is cheap!

Gorenje :

SAP please

talkingflower :

there are some positives, but high debt can put meta on an very risky path, especially when competition becomes more deadly with digital ads from ai chats.

SAMANTHA ✨🩷 :

bought in at $586 😭 i’m so down 😣

Get insiders Stop Gambling :

K.Tran :

Slamming into meta so you’ll have a even better price to start buying at 🫡

Archie :

This is one thing YOU'RE missing. This lawsuit could change how Meta makes money from ads. Forget the potential massive fine of 1 trillion. The real issue is that Meta links features like auto-scrolling and likes to users data. If the the 27 states win, removing these tools will hurt ad revenue directly. Other European and Latin American nations, will likely file similar lawsuits soon. Add this to the heavy spending CAPEX on AI that already dropped the stock price weeks ago, and Meta faces a huge problem of future uncertainty.

Brian peter :

Best strategy. @Joseph Pierce

kai 🧸 :

@Malvin Request help❤️

NicoVatoo :

Been a solid week. Glad I found a community that shares quality market insights. 🔥