Meta: The Market Is Wrong

Dair Sansyzbayev9.81K FollowersFollow5ShareSavePlay(10min)CommentsSummaryMeta Platforms (META) delivered another strong dual beat in Q3, with accelerated YoY revenue growth of 26.2% and robust EPS expansion. Q3 saw significant cash from operations growth to $30B, supporting aggressive AI and virtual reality investments while maintaining a fortress financial position. META trades at attractive current and forward multiples, with no premium to historical averages despite expanding AI exposure and positive earnings revisions. Applying a historical P/E to FY2026 EPS forecasts yields a $761 target, indicating META remains substantially undervalued. J Studios/DigitalVision via Getty Images Meta (META) remains a "Strong Buy" in my opinion, even though the previous bullish call did not age well with a 10% share price decline since early September. I remain bullish becauseThis article was written byDair Sansyzbayev9.81K FollowersFollowI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen interest in equity research and analysis of public companies. This interest has led me to render equity research services for a Dubai-based family office with over $20 million in assets under management (AUM). My expertise in finance allows me to provide valuable insights and recommendations to clients seeking to make informed investment decisions.I pride myself on my ability to analyze financial statements, evaluate market trends, and identify key drivers of growth in different industries. I am passionate about staying up-to-date on the latest developments and trends in the equity research industry, and I am always seeking to enhance my skills and knowledge through continuing education and professional development.Analyst’s Disclosure:I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.