Meta: I'm More Than Willing To Catch The Falling Knife Now

JR ResearchInvesting Group LeaderFollow5ShareSavePlay(12min)Comment(1)SummaryMeta Platforms stock has entered a stunning bear market, with shares down nearly 35% from 2025 highs, yet management remains committed to aggressive AI investment.META is confidently ramping up AI infrastructure and partnerships, but the market demands clear monetization beyond advertising to justify elevated capital outlays and valuation rerating.Despite legal headwinds and heavy AI spending, META trades at a forward P/E of 17.4x, which is even below the S&P 500, as pessimism returned to haunt investors.I maintain a Buy rating, viewing the current selloff as well overdone and offer us a highly compelling opportunity given Meta’s scale, optionality, and proven execution history.Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » Kira-Yan/iStock Editorial via Getty Images Meta: Deep Into A Bear Market, But Justified? The bear market in the stocks of Meta Platforms, Inc. (META) is simply getting from bad to worse. Down almost 35% from the 2025 highs, I wouldn't blameThis article was written byJR Research47.28K FollowersFollowJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently demonstrated market outperformance over time. My approach combines timely and sharp price action analysis with fundamentals as my foundation. I also tend to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. I run the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. My main ideas revolve around stocks with strong growth potential, and also well-beaten contrarian plays. I designed the group for investors seeking to capitalize on growth stocks with solid fundamentals, robust buying momentum, and appealing turnaround plays to generate alpha consistently. Learn moreAnalyst’s Disclosure: I/we have a beneficial long position in the shares of META, GOOGL, MSFT, AMD 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.