The Investor ChannelANALYSTJul 31, 2026“META's AI spending is pressuring margins and cash flow, but a small-business platform and support near $520 offer long-term upside.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
We'd like to build this into a business of a box service that can help you start and run a whole business using Meta platforms.
All of Meta's revenue comes in from small businesses. All of the profit comes from small businesses.
found support right where it needed to. The previous lows that the stock made were back here in March, right at about $520. We see there was a bid there for the shares.
it wouldn't surprise me at all if Meta recovers this gap at least partially.
Risk
Look at your operating income down year-over-year from 20 billion down to $18.8 billion on higher expenses.
the company spending $31 billion of operating cash flow in the quarter. They burned through nearly all of it on capex
The challenge with Meta is that you've just been in this pattern for a while now for almost two years, excuse me, a year where you've stayed underneath the 200 day moving average.
The structured call
The receipt
Publish-day price $$585.61 · the claim is anchored to the moment it was said.