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Meta Earnings Breakdown
A possible stock split, dramatic cost increases and business messgaing dominance
Niya Dragova
August 16, 2024
Ahoy Metamates! 🚢 🏴☠️
Time for the Earnings Issue -
We’re almost at the ceiling. I took a pause from publishing the Earnings Issue last week - because I wanted to revise my analysis. Meta is trading @ $537 today, which is dangerously close to analysts’ 12 month target.
What happens now?
Stock analysts are mired in politics. We’re in the danger zone where ratings remain BUY, but the reality is the stock has limited near term upside. Analysts are usually pressured by their fund to keep ratings positive in times like these…. so funds can exit before retail does.
In this issue-
Meta stock might split soon
Business Messaging is the new Reels to analysts
Stock price probabilities broken down by Bull, Bear and Base case
Bonus - projections to how much more compute Meta will pay for in 2025
Aug 1 MS Report
Meta Q2 Earnings Breakdown
We’re going to step back for a second and dissect the 7 key themes from this call before we dive into price projections - to be a good investor in Meta, you need to re-learn the current priorities.
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