StickyRice
09-26
$Meta Platforms, Inc.(META)$  


Meta Platforms: Compelling Story With A Reasonable Valuation

Meta Platforms is recommended as a buy due to its AI success, attractive valuation, clean balance sheet, and potential in VR technology.

Recent earnings showed strong growth with a 22% revenue increase and 73% EPS growth, driven by effective cost management and AI investments.

META's AI-driven advertising tools, like Advantage+, enhance advertiser returns and position Meta to capture more digital advertising spend.

Despite risks from AI investments and Reality Labs losses, Meta's core business remains highly profitable, making it a compelling investment.

Meta's AI initiatives are increasing user engagement and ad profitability, while maintaining strong free cash flow despite high capital expenditures.

Meta's core social media business continues to grow, with rising ad prices and user engagement driving revenue, supported by cost-cutting measures.

Risks include lower revenue from Reels, political scrutiny, and potential ad revenue decline from Chinese companies, but the overall outlook remains positive.


Meta Quest 3S Launch: Sell the News or Catch the Rally?
At its Connect conference, Meta unveiled the latest generation of its VR headset. Quest 3S will be available on October 15, with a starting price of $299, lower than the $499 starting price of the Quest 3 in 2023. A Meta representative explained that the "S" in Quest 3S stands for "Start," signifying that this device aims to make VR more accessible to the general consumer. ---------------- With Meta hitting all-time-high in yesterday's trading, would you sell the news or catch the rally of Meta?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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