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Latest ideas and analyses related to Meta Platforms Inc. Class A Common Stock

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GOOGL , FB , SNAP , TWTR

+34 pts



Ad Checks Call Takeaways: Expert Call w/ Media Agency Head

By junkfoodlover on June 27, 2022, 3:25 p.m.
Tagged topics: analyst checks

Views: 22, Votes: 3, Responses: 0, Attachments: 1
GOOGL , SNAP , FB

+46 pts



$GOOGL $META - ad checks suggest growing risk to 2H estimates

By CdnInvstr on June 24, 2022, 4:45 p.m.
Tagged topics: analyst checks

Views: 162, Votes: 6, Responses: 0, Attachments: 1
FB

+38 pts



$FB Pricing Data Suggests Headwinds May be Moderating

By junkfoodlover on June 15, 2022, 1:42 p.m.
Tagged topics: analyst checks

Views: 122, Votes: 5, Responses: 0, Attachments: 1
AAPL , FB , PINS , SNAP

+32 pts



Apple WWDC Quick Take: Slight Positive in Sea of Bad News

By junkfoodlover on June 15, 2022, 1:39 p.m.
Tagged topics: WWDC

Views: 16, Votes: 2, Responses: 0, Attachments: 1
FB , GOOGL , WIX , ZG , RDFN

+34 pts



RBC 'Net Add: META, GOOGL, WIX, ZG, RDFN

By puckerman17 on June 14, 2022, 12:33 p.m.
Tagged topics: analyst checks

Views: 23, Votes: 2, Responses: 0, Attachments: 1
GDRX , NFLX , RBLX , EBAY , FTDR , AMZN , UBER , FB , GOOGL , IAC , ANGI , MTCH , BMBL , ABNB , UBI

+48 pts



Revisiting Our Industry Framework For A Volatile Environment; NFLX, RBLX, EBAY & FTDR to Sell

By ethonomics on June 10, 2022, 4:06 p.m.
Tagged topics: deep dive , analyst downgrade

Views: 72, Votes: 4, Responses: 1, Attachments: 1
FB

+42 pts



$FB Bull vs. Bear Debate

By junkfoodlover on June 9, 2022, 1:11 p.m.
Tagged topics: bull vs bear

Views: 48, Votes: 6, Responses: 0, Attachments: 1
AAPL , GOOGL , FB , SNAP , TWTR

+23 pts



Conversions APIs are built on third party and first party signal. Post-IDFA removal world, AAPL reducing signal for platforms outside of on-site. Makes measuring 'real'...

By toma.anthony on June 6, 2022, 4:35 p.m.
Tagged topics: digital advertising , App Tracking Transparency

Views: 27, Votes: 7, Responses: 0, Attachments: 0
GOOGL , FB , SNAP , TWTR , AAPL

+44 pts



Last Stage of Grief—How the Ad Industry is Embracing A New Privacy-Centric Future

By cassie on June 6, 2022, 1:30 p.m.
Tagged topics: digital advertising , App Tracking Transparency

Views: 167, Votes: 7, Responses: 1, Attachments: 1
PINS , SNAP , FB , GOOGL , TWTR

+37 pts



Digital Ad Market Update: Growth Re-Setting Lower, Downgrading PINS & SNAP to Neutral

By junkfoodlover on June 2, 2022, 1:47 p.m.
Tagged topics: analyst lowers estimates , analyst downgrade

Views: 33, Votes: 3, Responses: 0, Attachments: 1
AMZN , GOOGL , FB , SNAP , PINS

+39 pts



Where To Go If 2H Growth Slows?

By mooreideas on June 2, 2022, 10:14 a.m.
Tagged topics: macro pressures , analyst lowers estimates , analyst lowers target

Views: 44, Votes: 4, Responses: 0, Attachments: 1
GOOGL , AMZN , FB

+3 pts



Looking for Morgan Stanley update on US Tech

By lejooon on June 1, 2022, 2:34 a.m.
Tagged topics: big tech

Views: 31, Votes: 3, Responses: 1, Attachments: 0
SNAP , FB , GOOGL , TWTR , TTD , PUBM , IAS

+41 pts



$SNAP pre-announcement unlikely a competitive issue; analysts cut estimates across digital ads on broad slowdown

By labjordan on May 24, 2022, 11:59 a.m.
Tagged topics: analyst lowers estimates

Views: 153, Votes: 7, Responses: 0, Attachments: 1
FB

+42 pts



$FB results/guide better than feared; progress with ATT, regulatory, and Reels give investors hope it may be 'the final cut'

By labjordan on April 28, 2022, 3:06 p.m.
Tagged topics: earnings results

Views: 148, Votes: 5, Responses: 0, Attachments: 3
FB

+38 pts



$FB - Mgmt Frames The Road Forward

By ethonomics on April 28, 2022, 1:39 p.m.
Tagged topics: earnings results

Views: 32, Votes: 2, Responses: 0, Attachments: 1
FB

+39 pts



$FB Faster Reels Adoption, AI vs Social, Macro, and Why We Remain Bullish

By realmomobags on April 28, 2022, 4:18 a.m.
Tagged topics: earnings results , online advertising

Views: 41, Votes: 3, Responses: 0, Attachments: 1
FB , GOOGL , SNAP

+38 pts



$FB: market saturation a bigger concern than #TikTok, but analysts still see multiple engines for user growth

By phenphen on April 26, 2022, 1:10 p.m.
Tagged topics: analyst checks , TikTok

Views: 146, Votes: 3, Responses: 0, Attachments: 1
FB , AAPL

+39 pts



The main race for VR is between $AAPL and $FB

By ethonomics on April 21, 2022, 4:57 p.m.
Tagged topics: Metaverse

Views: 153, Votes: 5, Responses: 0, Attachments: 1
SNAP , FB , APP , IS , PINS

+41 pts



Who Is Most (and Least) Exposed to Fingerprinting Risk?

By realjoe on April 20, 2022, 4:48 p.m.
Tagged topics: digital advertising , fingerprinting

Views: 165, Votes: 6, Responses: 0, Attachments: 1
GOOGL , FB , SNAP

+39 pts



$FB $SNAP - checks indicate in line rev growth for Q1, but very tough Q2 comps give concern

By junkfoodlover on April 20, 2022, 11:29 a.m.
Tagged topics: earnings preview , analyst lowers estimates

Views: 113, Votes: 5, Responses: 0, Attachments: 1