🚨 META Q1: Big Beat, Still Cheap?

我真係好犀利
05-01

$Meta Platforms, Inc.(META)$ 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 👇

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  • Mortimer Arthur
    ·05-02
    TOP
    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.
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  • Valerie Archibald
    ·05-02
    if the stock and company is so good why is the dividend history so 🚽
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