🚨 META Q1: Big Beat, Still Cheap?

$Meta Platforms, Inc.(META)$ just crushed earnings — and the market noticed.

✅ Revenue: $36.46B (+16% YoY) — beat
✅ EPS: $4.71 — beat by 24%
✅ Daily Active People: 3.43B (+6%)
✅ Ad pricing: +10% YoY
✅ Operating margin: 41% (was 33%)

Despite a bump in CapEx (now $68B for 2024), Meta still bought back $13.4B in stock last quarter. Even with heavy AI investment, it’s delivering strong margins, user growth, and cash flow.

📈 Valuation? Still ~23x forward earnings — not bad for a company scaling this fast with real profits.

📊 Guidance for Q2 also came in above expectations. Meta’s AI push is real, but it’s the core ad business that’s funding it — and that engine is humming.

🔥 Still bullish on META? Or is CapEx too much too soon?
Drop your thoughts 👇

🎉Microsoft Enters $4 Trln Club! Who’s Next to Join the Elite Club?

Microsoft has become the second company in the world to reach a $4 trillion market capitalization after reporting quarterly earnings beats. Meta rocketed 11% as topped projections for second-quarter sales and gave a stronger-than-expected forecast for the current period, a sign that the social media company’s advertising business is still growing quickly enough to support aggressive spending on artificial intelligence. Two giants set new all time highs. AI battleground heats up: will you hold the two stocks? Is their AI spending good news for Nvidia? Can Apple become the third one?

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Comments

Mortimer Arthur
05-02
Mortimer Arthur
Meta ain't got nothing to do with Tarrifs. Distribution of wealth will continue regardless of geographical location. Unless someone starts taxing the social media and flow of free information. META to $800.
Valerie Archibald
05-02
Valerie Archibald
if the stock and company is so good why is the dividend history so 🚽

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Even with heavy AI investment, it’s delivering strong margins, user growth, and cash flow.📈 Valuation? Still ~23x forward earnings — not bad for a company scaling this fast with real profits.📊 Guidance for Q2 also came in above expectations. Meta’s AI push is real, but it’s the core ad business that’s funding it — and that engine is humming.<hr>🔥 Still bullish on META? Or is CapEx too much too soon? Drop your thoughts 👇</body></html>","text":"$Meta Platforms, Inc.(META)$ just crushed earnings — and the market noticed. ✅ Revenue: $36.46B (+16% YoY) — beat ✅ EPS: $4.71 — beat by 24% ✅ Daily Active People: 3.43B (+6%) ✅ Ad pricing: +10% YoY ✅ Operating margin: 41% (was 33%) Despite a bump in CapEx (now $68B for 2024), Meta still bought back $13.4B in stock last quarter. Even with heavy AI investment, it’s delivering strong margins, user growth, and cash flow. 📈 Valuation? Still ~23x forward earnings — not bad for a company scaling this fast with real profits. 📊 Guidance for Q2 also came in above expectations. Meta’s AI push is real, but it’s the core ad business that’s funding it — and that engine is humming. 🔥 Still bullish on META? Or is CapEx too much too soon? 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Distribution of wealth will continue regardless of geographical location. Unless someone starts taxing the social media and flow of free information. META to $800.","text":"Meta ain't got nothing to do with Tarrifs. Distribution of wealth will continue regardless of geographical location. Unless someone starts taxing the social media and flow of free information. META to $800.","html":"Meta ain't got nothing to do with Tarrifs. Distribution of wealth will continue regardless of geographical location. Unless someone starts taxing the social media and flow of free information. META to $800.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":430648956035152,"commentId":"430648956035152","gmtCreate":1746170180233,"gmtModify":1746170185201,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":430325737566288,"objectIdStr":"430325737566288","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"if the stock and company is so good why is the dividend history so 🚽","text":"if the stock and company is so good why is the dividend history so 🚽","html":"if the stock and company is so good why is the dividend history so 🚽","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/430325737566288"}