META
Meta Platforms, Inc. - Class A Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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META Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
sold META at 722 to buy the MSFT dip. best decision I made had i hold on to it, i would of lost the post earnings gain. Now im excited for MSFT to rebound to pre earnings in the next 3-4 months
GOOG Capex making META capex look like peanuts... Bullish for META
GOOG Capex making META capex look like peanuts... Bullish for META
So let me get this straight, regards thought google would keep going up so bought calls when the sto...
So let me get this straight, regards thought google would keep going up so bought calls when the stock has ripped the last two months. I balled out on snap, because meta crushed it, and snap got hammered the last two months. Round one- me?
Theta, meta, sega, spy 680 tomorrow
Theta, meta, sega, spy 680 tomorrow
GOOGL will get clobbered tomorrow due to Capex despite the beat and raise. That has been the theme t...
GOOGL will get clobbered tomorrow due to Capex despite the beat and raise. That has been the theme this earnings season. Look at what happened to META despite an astounding beat and raise.
The fa66-ots on wall street just don’t see the vision, especially with META. The eye popping CAPEX i...
The fa66-ots on wall street just don’t see the vision, especially with META. The eye popping CAPEX is for META to not have to rely on ANYONE for anything. That will widen its most even more.
Meta
Google dropped like meta due to algos seeing capex
Google dropped like meta due to algos seeing capex
Meta went up 10% on earnings (though the last 2 days wiped it the hell out) Google about to go gree...
Meta went up 10% on earnings (though the last 2 days wiped it the hell out) Google about to go green though
Meta did the same thing lol
We might moon just like zuck the cuck META earnings
We might moon just like zuck the cuck META earnings
Google thinks it’s meta with that V lmao
Google thinks it’s meta with that V lmao
Either GOOG pulls a Meta or we go down -10% Meta had that fucked -8% candle 5 min as soon as earnin...
Either GOOG pulls a Meta or we go down -10% Meta had that fucked -8% candle 5 min as soon as earnings released
Hmm but meta dropped instantly before earnings toooo, maybe google is not dead?
Hmm but meta dropped instantly before earnings toooo, maybe google is not dead?
Is it gonna pull a META
Is it gonna pull a META
Did y'all actually think this retarded market would ever let a big cap stock pump on good earnings? ...
Did y'all actually think this retarded market would ever let a big cap stock pump on good earnings? Even the META pump has been almost fully sold off. Just bleeding 2% every day.
If Goog don’t moon like meta…
If Goog don’t moon like meta…
[$10k to $10M] $25k SNAP YOLO
# DD Many of you may be familiar with the storied tale of Snapchat. The stock is down over 90% from all time highs in 2021, currently trading at roughly $6 per share with a $10B market cap. The massive decline has largely been caused by incompetent and uninventive management, best personified by their hedonistic CEO (Evan Spiegel) who has paid himself and his buddies massive amounts of share based compensation over the years, creating significant dilution and costing shareholders a fortune. This, coupled with strong competition from $META, has driven sentiment to perhaps an all-time low. But behind all of this I see, and the data tells me, that Snapchat is a growing company with great potential, currently generating its highest revenue in company history, something I foresee to be accentuated with their new revenue-model and the launch of their heavily researched & developed AR Glasses. *Processing img q8zaag2ehjhg1...* I have been plotting a $snap long for weeks now, and given the recent sell-off (1-month decline of -30%), I think being long going into earnings offers amazing risk/reward. I will try to concisely summarize my stance: # Snapchat+ Subscriptions: * **The Perfect Rugpull -** Has had free storage since inception which made it the de facto camera app for youngsters. Introduced a 5GB cap September 2025, effectively forcing their most active users into buying storage in order to save core memories. The implications of this is huge as the company adds a new stream of subscription-based revenue and becomes less reliant on ads. Net Profitability will increase: non paying users = less AWS expenses, Paying users = high-margin revenue * **The Data -** Kevory tried compiling [data](https://www.reddit.com/r/wallstreetbets/comments/1qrcgii/more_dd_on_snapchat_adoption_after_mandatory/), i think it has slight unintended bias but still shows promising implications * **My Subscription Forecast -** I will use logarithmic adoption curve to estimate growth of subcount, as well as users who pay for storage only: |**Quarter**|**Subscribers**|**Other Revenue**|**Analysis**| |:-|:-|:-|:-| |**Q1 2025**|**14 Million**|\~$155M|Shift toward creator-focused features.| |**Q2 2025**|**15 Million**|\~$170M|Steady organic growth. 9% of total revenue.| |**Q3 2025**|**17 Million**|**$190M**|**Pre-Storage Spike:** Accelerated 35% YoY growth. 12.6% of total revenue.| |**Q4 2025 (Est)**|**19.5M - 20M**|**$245M+**|**The Storage Catalyst:** First full quarter of the 5GB cap impact. Up to 15% of total revenue.| # Spectacles (AR Glasses): * **Launch of market-leading AR Glasses** \- Set to launch consumer version of Spectacles 2026. Has Spent over $3 Billion in R&D over the past decade. Would estimate them to be ahead of META in terms of ecosystem (400k+ developers) and in certain aspects of hardware. * **Superior Balance Sheet -** Separating the endeavour into standalone business will make the balance sheet of $Snap look superior in the future (less R&D costs), while also facilitating future fund raises to keep competing with META. # Management: There are 2 main reasons why the stock has been beaten down: * **SBC (share based compensation) -** historically has been perfectly aligned with net losses. I believe any future changes to current comp plan could lead to huge upside potential. Things can only get better from here. *Processing img jcjvp80jhjhg1...* * **Meta competition -** because of Spiegel’s unwillingness to sell to Meta, Zuck has over the years just taken everything that made snap unique and added it to Insta. Meta also has in-house datacenters and a more-optimized ad machine which helps them be more profitable. Still Meta trades at 170x valuation of snap while only having 8x DAU - big mismatch if Snapchat can get things in order. Main goal will be to increase ARPU which needs to grow by 5x to match META. What makes me optimistic is that Spiegel recently has displayed a change in attitude/approach, stating he hopes to revive high growth startup culture within the company, with 90-day mission-cycles and 100x returns. # The Upcoming Earnings: * **Christmas and AI Pump -** Q4 earnings are consistently higher because of holiday surge. Meta recently beat massively much thanks to ai-driven ad optimization, something I forecast also has helped Snap. Perplexity deal might realign to help with this in future. * **Mean reversion -** Has historically almost always inversed trend leading up to earnings. Currently -20% on the week. With sentiment being at all time lows, I expect a classic inverse move. |**Quarter**|**Report Date**|**1-Week Pre-Earnings**|**Next Day Reaction**| |:-|:-|:-|:-| |**Q3 2025**|Nov 5, 2025|**+4.8%**|**+9.7%**| |**Q2 2025**|Aug 5, 2025|**+6.8%**|**-17.2%**| |**Q1 2025**|Apr 29, 2025|**+12.2%**|**-12.4%**| |**Q4 2024**|Feb 4, 2025|**+2.1%**|**-8.4%**| |**Q3 2024**|Oct 29, 2024|**+5.3%**|**-14.1%**| |**Q2 2024**|Aug 1, 2024|**+3.9%**|**-18.3%**| |**Q1 2024**|Apr 25, 2024|**-4.1%**|**+27.6%**| |**Q4 2023**|Feb 6, 2024|**+8.4%**|**-34.6%**| * **Expectations:** Stock is at a 52-week low ($6.00) and priced for a "double-miss" disaster. According to my data we will see a massive double beat. Unsure with what explosivity the market will react with when they get the figures, but forecast it to be big. Recent analyst ratings: * Roth Capital analyst Rohit Kulkarni maintained a Neutral rating and raised the price target from $9 to $10 on Jan. 30, 2026. This analyst has an accuracy rate of 84%. * UBS analyst Lloyd Walmsley maintained the stock with a Neutral rating and cut the price target from $10 to $9 on Jan. 20, 2026. This analyst has an accuracy rate of 84%. * Goldman Sachs analyst Eric Sheridan maintained a Neutral rating and slashed the price target from $9.5 to $8.5 on Jan. 13, 2026. This analyst has an accuracy rate of 77%. * Morgan Stanley analyst Brian Nowak maintained an Equal-Weight rating and raised the price target from $8.5 to $9.5 on Jan. 13, 2026. This analyst has an accuracy rate of 69%. * Guggenheim analyst Michael Morris maintained a Neutral rating and cut the price target from $9 to $8.5 on Dec. 19, 2025. This analyst has an accuracy rate of 71%. In summary, given the current price of snap, I forecast any risk of earnings-centred pullback to be miniscule. I think the market is pricing the stock for a double-miss, the data tells me we are gonna see a double beat. People have the misconception that the company is dying, but my view is contrarian. DAU and revenue is steadily increasing, with better leadership and a successful spectacles launch I think the stock will massively outperform peers. # TLDR: * I entered a Long on $SNAP today ahead of earnings (which come after market close) * Market has priced the stock for a double miss. I think we will see a double beat.
If Google's green after earnings I'm taking profits as soon as market opens. I'm not fucking around ...
If Google's green after earnings I'm taking profits as soon as market opens. I'm not fucking around like I did with Meta. Or maybe I get greedy and make the same mistake twice since I'm retarded.
#META beat estimates and gapped up from $670 to $740. A week later it's back to $670. LMAO🤌
#META beat estimates and gapped up from $670 to $740. A week later it's back to $670. LMAO🤌
Rep. Cleo Fields just filed ~$550K of new stock buys - Bought $250K of Google $GOOGL - Bought $100...
Rep. Cleo Fields just filed ~$550K of new stock buys - Bought $250K of Google $GOOGL - Bought $100K of Meta $META - Bought $100K of Netflix $NFLX
Today I bought msft, meta, and amazon 2027 leaps. Along with NVO shares. Hopefully they pay off…
Today I bought msft, meta, and amazon 2027 leaps. Along with NVO shares. Hopefully they pay off…
I’m holding my Amazon and meta leaps praying they do well this year
I’m holding my Amazon and meta leaps praying they do well this year
PLTR earnings demolished. So did AMD. So did UBER, even with weak guidance, bookings, revenue, and i...
PLTR earnings demolished. So did AMD. So did UBER, even with weak guidance, bookings, revenue, and income up YoY and QoQ. Same with MSFT, and META absolutely printed earnings. I read every one of these. There is no "AI disruption to tech stocks" in reality.
Is meta a bad investment? I'm asking because it's down 10 percent in 5 days
Is meta a bad investment? I'm asking because it's down 10 percent in 5 days
I guess meta going out of business
I guess meta going out of business
Meta really gave up its entire earnings pump lmao
Meta really gave up its entire earnings pump lmao
Last week Meta regards were celebrating. How many of them do you think sold?
Last week Meta regards were celebrating. How many of them do you think sold?
All Meta does is beat earnings, raise guidance, spike, and then sell off again for the last year
All Meta does is beat earnings, raise guidance, spike, and then sell off again for the last year
It's like META never had earnings
It's like META never had earnings
Sold all META calls, now its going back up, hate my life
Sold all META calls, now its going back up, hate my life
Now MSFT and NFLX are up while GOOGL, AMZN, and META are down. This whole thing only has some logic ...
Now MSFT and NFLX are up while GOOGL, AMZN, and META are down. This whole thing only has some logic for the AI robots trading this shit market.
WTF is up with META.... Meme stk?
WTF is up with META.... Meme stk?
META BACK TO PRE EARNINGS IS INSANE
META BACK TO PRE EARNINGS IS INSANE
WRECKED v5: ORCL > META > FIG > AVGO > NFLX > HOOD > MSFT > PYPL > RDDT > ADBE > NVO > IBM > NVDA >...
WRECKED v5: ORCL > META > FIG > AVGO > NFLX > HOOD > MSFT > PYPL > RDDT > ADBE > NVO > IBM > NVDA > AMD > UBER > APP > EBAY Next = ?
This is hoods meta 2022 moment lads.
This is hoods meta 2022 moment lads.
I love seeing Meta give up all of it's gains post earnings. Why didn't I see my calls?
I love seeing Meta give up all of it's gains post earnings. Why didn't I see my calls?
My MSTR $125 is good; META on the other hand…
My MSTR $125 is good; META on the other hand…
META now $130 below the LOWEST analyst price target of $800. What. The. Actual. Fuck. Sauce.
META now $130 below the LOWEST analyst price target of $800. What. The. Actual. Fuck. Sauce.
META is back pre-earnings price 😂
META is back pre-earnings price 😂
META earnings gains pretty much wiped wow
META earnings gains pretty much wiped wow
Holy shit just delist META already
Holy shit just delist META already
I never fucking learn to sell on pumps. I would’ve been up 20% on META, now I’m only up 10% and losi...
I never fucking learn to sell on pumps. I would’ve been up 20% on META, now I’m only up 10% and losing more by the fucking second. Jesus Christ
Meta gonna cuck me by going right back down to 666 😂😂😂😂😂😂😂
Meta gonna cuck me by going right back down to 666 😂😂😂😂😂😂😂
Nice bro all gains from meta earning evaporated in less than a week
Nice bro all gains from meta earning evaporated in less than a week
Meta we JUST made it out of 675 jail dawg and now we're back
Meta we JUST made it out of 675 jail dawg and now we're back
META back as it was pre earnings, typical pump and dump
META back as it was pre earnings, typical pump and dump
META filling that gap?
It’s like META er pump never happened. Lol
It’s like META er pump never happened. Lol
META down $60/share since thursday, erasing gains from earnings. gonna sell a $630 2/13 CSP
META down $60/share since thursday, erasing gains from earnings. gonna sell a $630 2/13 CSP