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?

avatarZion Kelly
12-14 03:48
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
12-11
Yes Meta can it's cash pile by reducing spending 
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avatarRollyfootinvester
12-11
Meta got this one wrong, no market demand= no market.
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avatarJC888
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 !
avatarEsther_Ryan
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?
avatarOptionsAura
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
avatarxc__
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 $800 Moonshot? 🚀💥📈
avatarLanceljx
12-06
You raise a very relevant set of questions. The recent reports around Meta Platforms’ (META) potential 30% budget cut to its metaverse unit (Reality Labs) — and corresponding cost-savings — have indeed reignited interest. Below is how I see the situation, and whether I would hold or add now. --- ✅ What works in favour of holding / adding META now Cost discipline may meaningfully improve profitability. Analysts at Mizuho estimate that trimming Reality Labs spend could add roughly US$ 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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avatarJC888
11-04

Meta Q3 Earnings Show Mistake Repeating !

I think one lesson $Meta Platforms, Inc.(META)$ CEO Mark Zuckerberg needs to learn is, never release its company’s earnings on the same day as other US tech giants. It exposes a company for comparison and you don’t want that, not when quarterly earnings are “less” than stellar. On Wed, 29 Oct 2025, META like other US listed companies released its Q3 2025 earnings report. Revenue: $51.24 billion, up +26% YoY, beating analyst expectations of $49.41 billion. Earnings per Share (adjusted): $1.05, well below the $6.72 estimate. Excluding the tax charge, adjusted EPS would have been $7.25. Net income: plummeted -83% to $2.71 billion, heavily impacted by the one-time tax charge related to the US Corporate Alternative Minimum Tax and valuation allowances.
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Meta Q3 Earnings Show Mistake Repeating !
avatarKSG
11-26
$Meta Platforms, Inc.(META)$   Meta just reminded Wall Street it still has some rocket fuel left. After weeks of wobbling, the stock ripped higher and—thanks to a still-low valuation for a MAG7 name—the “can it close that earnings gap?” chatter is back. Meta rebounded smartly to start the week, outpacing much of big tech and trimming the damage from its late-October plunge. Even after the bounce, the stock’s year-to-date total return is only around the high single digits—well behind several MAG7 peers—which is partly why value hunters keep circling. That plunge, of course, began with Q3 results on Oct. 29. Revenue hit a record $51.2B (+26% y/y), but GAAP EPS cratered to $1.05 because of a one-time, non-cash $15
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avatarzhingle
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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avatarShyon
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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avatarBarcode
10-31

💥 Meta’s $200 B Shockwave: Did Wall Street Just Miss the Real Story? 💥📉🤖

$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Kia ora, traders. It’s 31 October 2025 here in Aotearoa, and I’ve just closed the screens on what might be the most mispriced macro-tech event of the year. Meta bled $200 billion in market cap yesterday, cratering 10.3 % to $674.10. I’m not here to sugar-coat the headline; I’m here to dissect it, own it, and turn it into alpha. This is my full-spectrum autopsy: fundamentals, technicals, macro, options flow, and the forward watchlist I’m trading live. 🎯 Executive Summary I’m convinced the market has completely misread this sell-off. What we saw was emotional capitulation dressed up as fundamental dec
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💥 Meta’s $200 B Shockwave: Did Wall Street Just Miss the Real Story? 💥📉🤖
avatarWeChats
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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avatarMaverickWealthBuilder
11-14

Big-Tech Weekly | META at 21x P/E Again? Google's "E-Commerce Space"

Big-Tech’s PerformanceMacro Headlines This Week:The dominant U.S. macro theme remains the ongoing government shutdown (now in its third week), with impacts broadening further: from disruptions to public services and data releases, to interference in financial regulation and administrative functions, creating systemic shocks to economic expectations. Layoff data has deteriorated sharply—October's job cuts reached 153,074, the highest for any month since 2003, underscoring corporate caution on future demand.With data gaps widening, the Federal Reserve is adopting an even more cautious policy stance. Hawkish comments from officials have dampened rate-cut expectations, emphasizing that in an environment of incomplete data, policy must proceed "slower and more cautiously." Ahead of the December
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Big-Tech Weekly | META at 21x P/E Again? Google's "E-Commerce Space"
avatarhighhand
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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avatarxc__
11-05

Tech Giants Plunge: Meta or Netflix – Which Dip Screams 'Buy Me Now'? 💥📉

$Meta Platforms, Inc.(META)$ $Netflix(NFLX)$ Buckle up, investors! In the wild world of Big Tech, two heavyweights just took a nosedive after their latest earnings bombshells. Meta's splashing billions on AI dreams while Netflix grapples with tax woes and a fresh stock split that couldn't halt the slide. But hey, crashes create bargains – so let's dissect who's primed for a epic rebound as of November 5, 2025. 🚀 Meta's AI Overdrive: Big Bets, Bigger Drops 😎 Meta Platforms dropped a jaw-dropping Q3 2025 report, boasting 26% revenue growth to smash expectations. Yet, the stock tanked 11% in a single day, its worst tumble in three years. Why the hate? Blame the AI frenzy – CFO Susan Li hiked 2025 capex to $7
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Tech Giants Plunge: Meta or Netflix – Which Dip Screams 'Buy Me Now'? 💥📉
avatarxc__
11-04

Tech Titans' Cash Crunch Myth: Why Alphabet & Meta's Bond Bonanza Spells Opportunity! 🚀💥

$Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ Ever wondered if giants like Alphabet and Meta are scraping the barrel for cash? Spoiler: they're not! 😎 These powerhouse moves into massive bond sales are all about smart strategy amid skyrocketing AI demands. Alphabet just unleashed a whopping $17.5 billion in U.S. dollar bonds plus €6.5 billion in euro bonds, drawing insane demand—think $90 billion for the dollars alone. Meta topped that with a record-smashing $30 billion bond deal, peaking at $125 billion in orders. But is this desperation or domination? Let's dive deep with fresh numbers up to November 4, 2025, and unpack if it's time to snag that dip or dash for the exits. 📊🔥 First off, cash reserves are
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Tech Titans' Cash Crunch Myth: Why Alphabet & Meta's Bond Bonanza Spells Opportunity! 🚀💥
avatarxc__
10-30

Meta's Q3 Catastrophe: Stock Plummets 11% - Snag It at $670 Before the Rebound?

$Meta Platforms, Inc.(META)$ Diving straight into the chaos surrounding Meta Platforms' latest quarterly reveal, where shares tumbled hard amid a profit nosedive that looks brutal on paper but hides some powerhouse underlying momentum. The company clocked in net profit at just $2.7 billion, a staggering miss against Wall Street's lofty hopes, thanks largely to a whopping $15.9 billion one-time tax slap tied to new U.S. legislation under Trump's "One Big Beautiful Bill Act." This non-cash hit inflated the effective tax rate to 87%, cratering earnings per share to $1.05 from last year's robust levels. Yet, peel back that layer, and the adjusted figures tell a wildly different story - net income would've hit around $18.64 billion, marking solid growt
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Meta's Q3 Catastrophe: Stock Plummets 11% - Snag It at $670 Before the Rebound?
avatarL.Lim
11-26
Meta is heavily in the social media game to generate clicks and ad revenue. However these operations seem to hinge on being as unethical as possible to sustain income generation. Constant revelations about how they amplify right wing rhetorics in the united states, inflaming political tensions, curating unhealthy social media feeds for younger users resulting in body image issues and even suicide. Now a report revealed that research done internally showed that users who stopped using social media had better mental health (relieved depression symptoms etc.) and was subsequently suppressed likely as an attempt to not reflect badly on the company. Social media is absolutely unhealthy for users at large, both being a low value time sink, and being manipulated by an arbitrary algorithm to
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