Meta's stock climbed 7.55% in the past month, outperforming the S&P 500 despite a tough summer marked by a Q2 earnings miss and heavy capital expenditures hitting $31.1 billion. Advertising revenue grew 27% year-over-year, driven by AI-powered ad tools, supporting a reasonable valuation at 18x forward earnings. However, free cash flow dropped sharply due to high spending, and legal costs add uncertainty. Investors may wait for Q3 results and upcoming product launches, but the stock currently offers about 17% upside against analyst targets, reflecting optimism about AI-driven growth and ad revenue expansion.
Meta's $18 billion child safety settlement requires TikTok and YouTube to adopt similar protections and pay $5.3 billion combined. Meta tried running ads on TikTok urging them to join the deal, but TikTok rejected the ads citing a ban on political co...
Meta Platforms remains a Buy recommendation as it focuses on AI and personal intelligence for growth. The recent $18 billion settlement over social media addiction has a limited financial impact, spread over ten years, minimally affecting free cash f...
Alphabet and Meta reported Q2 2026 earnings with contrasting outcomes: Alphabet's cloud revenue surged 82% year-over-year, driven by strong AI infrastructure adoption and a growing search business, expanding its operating margin to 34%. Meta saw a 27...
The iShares Large Cap Core Active ETF (BLCR) has delivered a remarkable 105% price return since its launch in late 2023, outperforming peers and large-cap growth indices. Its strategy focuses on fundamentally strong stocks with high earnings growth a...
Meta Platforms announced a quarterly cash dividend of $0.525 per share for its Class A and Class B common stock. The dividend will be paid on September 28, 2026, to shareholders recorded by September 21, 2026. This move reflects Meta's ongoing commit...
