Posts on META

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

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AAPL , META

+39 pts



$AAPL to Compete with $META for Ad Revs

By realjoe on Aug. 5, 2022, 12:53 p.m.
Tagged topics: analyst checks , growing competition

Views: 60, Votes: 6, Responses: 0, Attachments: 1
META

+43 pts



$META's Bear Case

By rIsILAwr on July 28, 2022, 5:52 p.m.
Tagged topics: bear case

Views: 25, Votes: 7, Responses: 1, Attachments: 1
META

+37 pts



Macro Headwinds Replace Privacy Headwinds; Shift to Long Term Platform Transition Still Intact

By phenphen on July 28, 2022, 5:32 p.m.
Tagged topics: analyst lowers target , show me story

Views: 14, Votes: 4, Responses: 0, Attachments: 1
META

+33 pts



$META More to Core...and '23 Set for Reel(s), Opex Discipline

By mooreideas on July 28, 2022, 12:08 p.m.
Tagged topics: earnings results

Views: 82, Votes: 2, Responses: 0, Attachments: 1
META

+36 pts



$META More to Core...and '23 Set for Reel(s), Opex Discipline

By realmomobags on July 28, 2022, 6:56 a.m.
Tagged topics: earnings results

Views: 15, Votes: 3, Responses: 0, Attachments: 1
GOOGL , META , ROKU

+38 pts



$GOOGL: TikTok Taking Share from YouTube

By labjordan on July 27, 2022, 5:32 p.m.
Tagged topics: growing competition , TikTok

Views: 22, Votes: 5, Responses: 0, Attachments: 1
META , SNAP , TWTR , TTD , IAS , GOOGL

+41 pts



Online Advertising 2Q22 Preview & Top Picks

By labjordan on July 25, 2022, 3:50 p.m.
Tagged topics: earnings preview

Views: 36, Votes: 7, Responses: 0, Attachments: 1
META , GOOGL , SNAP , TWTR

+44 pts



Q2 Digital Ad Preview: Another Numbers Reset Ahead?

By junkfoodlover on July 19, 2022, 5:42 p.m.
Tagged topics: earnings preview

Views: 43, Votes: 9, Responses: 0, Attachments: 1
META , GOOGL , SNAP , PINS , KIND , YELP , CRTO

+39 pts



Online Advertising: Why Its Healthier than '09 But Why We are Still Taking a More Pragmatic Stance

By mooreideas on July 19, 2022, 11:02 a.m.
Tagged topics: macro pressures , analyst lowers estimates

Views: 25, Votes: 5, Responses: 0, Attachments: 1
GOOGL , SNAP , PINS , META

+20 pts



I'm not surprised with the weakening engagements at Meta. Could be because of the hard pivot they have made to look more like Tiktok in...

By ekmokaya on July 15, 2022, 2:25 a.m.
Tagged topics: analyst checks , TikTok

Views: 35, Votes: 10, Responses: 0, Attachments: 0
META , GOOGL , SNAP , PINS

+42 pts



How Are META/TikTok/SNAP/PINS and YouTube Engagement Trends?

By mooreideas on July 14, 2022, 10:27 a.m.
Tagged topics: analyst checks , TikTok

Views: 83, Votes: 6, Responses: 1, Attachments: 1
AMZN , META , GOOGL

+34 pts



$AMZN Key takeaways from AMZN aggregator call with Forum Brands Founder/Co-CEO

By puckerman17 on July 13, 2022, 11:58 a.m.
Tagged topics: digital advertising , expert analysis

Views: 16, Votes: 4, Responses: 0, Attachments: 1
META , GOOGL , SNAP , TWTR , AMZN

+34 pts



Ad Checks Takeaways with GroupM’s Ed Foster and Kate Scott-Dawkins

By puckerman17 on July 13, 2022, 11:53 a.m.
Tagged topics: expert analysis , TikTok

Views: 15, Votes: 4, Responses: 0, Attachments: 1
META

+47 pts



$META downgrade

By labjordan on July 11, 2022, 10:13 a.m.
Tagged topics: analyst downgrade

Views: 39, Votes: 6, Responses: 0, Attachments: 1
META , GOOGL , AAPL

+50 pts



US Digital Advertising Q2'22 Preview: Analyzing The Industry Debates & Estimates

By ethonomics on July 6, 2022, 6:38 p.m.
Tagged topics: digital advertising , TikTok

Views: 58, Votes: 8, Responses: 1, Attachments: 1
EPAM , EXC , KR , META , PFE , PGR , SCHW , TMO , TMUS , AZO , STRATEGY

+35 pts



Introducing the Top 10 US Ideas for Q3 2022

By JH on July 5, 2022, 8:02 p.m.
Tagged topics: bofa

Views: 24, Votes: 2, Responses: 0, Attachments: 1
EPAM , EXC , KR , META , PFE , PGR , SCHW , TMO , TMUS , AZO

+31 pts



Technicals on the Top 10 US Ideas for 3Q22

By JH on July 5, 2022, 7:53 p.m.
Tagged topics: technical analysis , bofa

Views: 11, Votes: 2, Responses: 0, Attachments: 1
AMZN , BKNG , UBER , GOOGL , SNAP , META , PINS , TWTR , CRTO , CDLX , EBAY , FTCH

+50 pts



Cutting Estimates Across Coverage on Macro, FX, and Company-Specific Dynamics; AMZN, BKNG, and UBER Remain Best Ideas

By realjoe on June 29, 2022, 10:23 a.m.
Tagged topics: analyst lowers estimates

Views: 50, Votes: 11, Responses: 0, Attachments: 1