META Cuts Metaverse Budget: Can it Close Its Earnings Gap?

Meta CEO Mark Zuckerberg is reportedly considering cutting the metaverse division’s 2026 budget by up to 30%. According to Mizuho analysts, if the rumored scale of the “budget cut” is accurate, it could boost Meta’s 2026 EPS by around $2, potentially driving a significant rally in the stock. After Meta’s recent earnings report, the stock plunged sharply, leaving behind a large earnings gap. If the stock manages to fill that gap, Meta could return to $750. Would you continue to hold it? Is it still a good idea to add to the position now?

avatarorsiri
01-04

Meta’s Glow-Up: When Fewer Headsets Mean Fatter Profits

From Moonshots to Margins: Why Meta’s Next Rally Is About Capital Discipline, Not the Metaverse For years, owning $Meta Platforms, Inc.(META)$ has required a strong stomach and an even stronger imagination. I have watched the company oscillate between operational brilliance and strategic excess, often within the same earnings call. The reported plan to cut the metaverse division’s 2026 budget by as much as 30% feels like a genuine inflection point—not because it flatters near-term earnings, but because it signals something more important: a renewed commitment to capital discipline over corporate theatre. The market’s reaction to Meta’s most recent earnings was swift and unforgiving, leaving behind a visible earnings gap and reviving talk of whethe
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Meta’s Glow-Up: When Fewer Headsets Mean Fatter Profits
avatarnerdbull1669
01-01

What Manus AI Is and Why It Is Strategic For META

With much talks surrounding $Microsoft(MSFT)$ OpenAI and $Alphabet(GOOGL)$ Google Gemini for consumers and developers looking for model practicality, we are also seeing the growing need to show that AI can actually be useful. One of the much talk about in 2025 is the AI agents, so with $Meta Platforms, Inc.(META)$ acquiring Manus AI, are we seeing a shift of big tech looking for ways to start making money from AI while they continued to build their internal AI competitive advantage. In this article, we would look at a structured view of why Meta’s acquisition of Manus AI matters — particularly in the context of the ongoing conversation about AI agents, practical
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What Manus AI Is and Why It Is Strategic For META
avatarZion Kelly
2025-12-14
Private Markets: Musk’s SpaceX targets 2026 IPO at valuation of $1.5T Elon Musk’s SpaceX is moving ahead with plans for an initial public offering that would seek to raise “significantly more” than $30B at a market value of about $1.5T. Meanwhile, Agentic engineering startup Port raised $100M in a Series C funding round at $800M valuation. $Tesla Motors(TSLA)$   Elon Musk’s SpaceX is moving ahead with plans for an initial public offering that would seek to raise “significantly more” than $30B at a valuation of about $1.5T, which would make it the biggest listing of all time, people familiar with the matter told Bloomberg’s Ed Ludlow and Eric Johnson. SpaceX’s management and advisers are pursuing a listing as soon as mid-to-late 2026, but
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avatarPatmos
2025-12-11
Yes Meta can it's cash pile by reducing spending 
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avatarRollyfootinvester
2025-12-11
Meta got this one wrong, no market demand= no market.
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avatarJC888
2025-12-09

META: Budget Cut Won't Close Earnings Gap !

In The Beginning. In 2021, Mark Zuckerberg recast Facebook as $Meta Platforms, Inc.(META)$ and declared the metaverse, the company’s next great frontier. He framed it as the “successor to the mobile internet” and said Meta would be “metaverse-first”, whatever that means. The Definition. Metaverse is supposedly a digital realm where people would work, socialize, and spend much of their lives. It sounds so futuristic and technologically advanced, 4 years ago when Metaverse concept was first promoted. The hype was not all Zuckerberg though. Grayscale, the investment firm specializing in crypto, branded Metaverse a trillion-dollar revenue opportunity. Barbados (country) even opened an embassy in Decentraland, one of the worlds in the metaverse. 
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META: Budget Cut Won't Close Earnings Gap !
avatarLanceljx
2025-12-06
You raise a very relevant set of questions. The recent reports around Meta Platforms’ (META) potential 30% budget cut to its metaverse unit (Reality Labs) — and corresponding cost-savings — have indeed reignited interest. Below is how I see the situation, and whether I would hold or add now. --- ✅ What works in favour of holding / adding META now Cost discipline may meaningfully improve profitability. Analysts at Mizuho estimate that trimming Reality Labs spend could add roughly US$ 2 per share to 2026 EPS — a non-trivial bump. Given that Reality Labs has been a heavy loss-making drag for years, cutting spending could significantly improve margin clarity.  Refocus on core businesses and AI momentum. The move signals that Meta is pivoting away from a speculative “metaverse bet” toward
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avatarhighhand
2025-12-06
$Meta Platforms, Inc.(META)$   The sale for META was yesterday. When it dropped to close to 580. Buy buy buy. Now it's going back up, I just watch the stock price increase and smile.  META PE was so low when it was dropping, it was too enticing. Like dangling an ice cream in front of me during a hot sunny day. How to resist?? 
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avatarBrando741319
2025-12-06
Good
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avatarFTGR
2025-12-05
Don't think so unless meta comes out something really bring in revenue.
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avatarOptionsAura
2025-12-05

Meta's bullish layout of strategic adjustment

The metaverse project is about to undergo unprecedented budget cuts amid the latest strategic shake-up by tech giant $Meta Platforms, Inc.(META)$ . The news triggered a strong reaction from the market, with shares rising more than 6% premarket. According to people familiar with the matter, the metaverse project, which Meta CEO Mark Zuckerberg had high hopes for, is expected to face budget cuts of up to 30% in fiscal year 2026. The cuts involve multiple core products including the virtual world platform "Horizon Worlds" and Quest virtual reality devices. If the budget cuts are as significant as expected, a new wave of layoffs may surface in January next year, but the final plan has not yet been finalized.This massive cut is a difficult decision mad
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Meta's bullish layout of strategic adjustment
avatarEsther_Ryan
2025-12-03

Mag 7 Long/Short Watch:Trading Volume Exposes Institutional Intentions?

I. December 2 Mag 7 AnomaliesDoes Trading Volume Expose Institutional Intentions?CompanyCodeClose PriceChangeVolumeCapital Flow InterpretationNVIDIANVDA$181.46+0.86%$33.33BReal Buying: Volume leader, genuine capital betting on AI hardware dominanceTeslaTSLA$429.24-0.21%$29.72BIntense Battle: Positive sales but stock closed down, fierce long-short showdownAppleAAPL$286.19+1.09%$15.33BSafe Haven: After EU defeat, some capital trading technical reboundAmazonAMZN$234.42+0.23%$10.70BInstitutional Building: AWS industry落地, volume gradually expandingMicrosoftMSFT$490.00+0.67%$9.59BStabilizer: Reasonable valuation, allocation-driven buyingMetaMETA$647.10+0.97%$7.50BLack of Confidence: Debt risk unresolved, low turnoverGoogleGOOGL$315.81+0.29%$7.80BWait-and-See: Price target raised, but market awai
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Mag 7 Long/Short Watch:Trading Volume Exposes Institutional Intentions?
avatarHENG8
2025-12-02
$META METAVERSE Rebouds to a key support level. Bullish
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avatarWeeSern
2025-12-02
Continue to hold as strong conviction META will rebound.
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avatarFTGR
2025-11-30
Shall rise a bit more in December..
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avatarxc__
2025-11-27

Meta's 4% Firestorm Rebound: Lock in Gains or Chase the $800 Moonshot? 🚀💥📈

$Meta Platforms, Inc.(META)$ Strap in, investors – Meta Platforms just ignited a 3.8% surge on November 26, 2025, outshining the MAG7 pack as the top performer while flaunting the group's lowest PE ratio at a bargain-basement 26x forward. Fresh off a Q3 earnings beat that smashed EPS estimates by $0.51 to $7.25 amid 26% revenue growth, the stock's rebound clawed back from post-earnings pressure fueled by a $30B debt issuance bombshell. Yet, with YTD gains scraping below 10% (from $354 open to $633.61 close on Nov 26), the big question burns: Can Meta plug that post-Q3 gap before year-end fireworks? We're slicing through the momentum, mapping target prices, and weighing if this dip's your golden ticket or a profit-taking trap. Emojis locked, data f
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Meta's 4% Firestorm Rebound: Lock in Gains or Chase the $800 Moonshot? 🚀💥📈
avatarWeChats
2025-11-27
🦁 META: The "Value Trap" or the Best Deal in the Mag 7? 🚀 The Setup Meta finally woke up yesterday, surging nearly 4% and leading the Magnificent 7 pack. But the price action isn't the most interesting part—it's the valuation. 💡 Why I’m Watching $Meta Platforms, Inc.(META)$  $Meta Platforms, Inc.(META)$  Closely: The PE Discrepancy: Meta currently holds the lowest PE ratio among the Mag 7. In a market where tech valuations are stretching into the stratosphere, Meta is looking surprisingly "cheap." Is this a mispricing by the market, or is the fear of their massive AI CapEx spending justified? The "Gap" Play: Technical traders know that "gaps tend to fill." The violent drop after the la
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avatarShyon
2025-11-27
From my point of view, Meta's $Meta Platforms, Inc.(META)$   recent rebound is encouraging, especially considering it has been one of the laggards within the Mag 7 this year. The fact that it carries the lowest PE among the group gives me some confidence that the valuation isn't stretched compared to its peers. Even after the rebound, Meta's YTD performance below 10% suggests there's room for a catch-up move if sentiment continues improving. The market seems to be slowly shaking off the disappointment from the last earnings miss. At the same time, I'm aware that the earnings dip and the debt issuance did shake confidence. The post-earnings gap is still sitting there as a psychological overhang, and the ques
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avatarzhingle
2025-11-26
Meta Rockets Up: The Sleeping Giant Finally Wakes — Will It Erase the Earnings Crash This Year? 💥📈🤖 Meta didn’t just bounce yesterday — it ignited, surging nearly 4% and blowing past every other MAG7 name like a jet breaking the sound barrier. ✈️💨 Yet here’s the twist: 👉 Meta still has the lowest PE in the entire MAG7. Growth engine. Low valuation. Underdog momentum. This is the forbidden combo investors secretly crave. 😮‍💨⚡ After the earnings miss and the gut-punch selloff, Meta’s YTD gain sits below 10% — unusually low for a company that practically prints cash. Now everyone’s asking: Is Meta about to erase the entire post-earnings crash… THIS YEAR? Or is this rebound just a teaser trailer for a bigger 2025 run? 🎞️🚀 Let’s dive into this blockbuster. ⸻ 1️⃣ Why Meta Just Snapped Back to Li
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avatarEd edd eddie
2025-11-26
🤑🤑🤑🤑🤑🤑🤑
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