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Jefferies sees buying opportunity in Meta despite regulatory risks and economic challenges.

Market News
30 Mar 2026
Proactive Investors
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Bullish
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Jefferies analysts believe Meta Platforms presents a good long-term investment opportunity despite ongoing regulatory scrutiny, especially in the EU around privacy, competition, and content moderation. Meta faces more regulatory impact than Alphabet due to its social media focus but already restricts under-13 users globally. Economic risks, including advertising spend linked to GDP and geopolitical tensions like the Iran war, pose bigger threats to growth. Meta trades at a discount to its five-year average valuation, suggesting regulatory concerns are priced in, and a recovery in macro conditions and AI progress could boost the stock.

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