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FB - Meta Platforms, Inc. (NASDAQ)

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Re: FB - Facebook Inc

Facebook's third-quarter revenue of $1.26 billion was a hair above the average analyst expectation of $1.23 billion, according to Thomson Reuters.
However, there is life in mobile which has been the big dark cloud so could get quite a kick.
 
Re: FB - Facebook Inc

The big problem with the float was more to do with the mobile revolution than the Nasdaq glitch, Facebook apparently did not have a handle on mobile and was looking to lose much of it's larger screen revenue due to migration to mobile.
We'll FB have now proved they have a major grip on mobile advertising with great relative numbers now.
So if you were interested in FB before it floated and were thinking it was too hard then, well now it's below that float price and it's model is intact!!
Looking good.
 
Re: FB - Facebook Inc

New member here, joined just to see if there was discussion on FB here and to get some Aussie insights.

I'm finding it difficult to gauge a buy position on it, had a large position around $40k at 50.47 but hasn't been much movement since then and concerns of a correction back to IPO price are worrying me at this point but then there is talk of another good quarter and heaps of analyst upgrades recently even as high at $60 and $58 at GS but we know they have an agenda...

What are your thoughts? Is FB a buy even at this inflated price?

Thanks
 
Re: FB - Facebook Inc

Actually I am using FB to keep contact with friend and relatives. May be I may my reduce time spend on the FB in the future. We had a great opportunity to buy this stock after IPO when others wanted to sell below the IPO price. If I am correct it is trading around $57 and P/E ratio is very high. Still it could go up to around $60 due to some demand for internet oriented stocks globally. Please note I don’t have any holding in this stock although I had some opportunity to learn about this stock.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.
 
Re: FB - Facebook Inc

For a business that derives the majority of its revenue from advertising. In order to keep analysts and share holders happy it's profit and revenues will be required to continue growing.

So how does it continue to bring in new advertising initiatives.. Without pissing people off? I get the feeling eventually it'll dry up as people will get sick of the advertising all over it.

Thoughts?
 
Invest in Facebook and double your money in 1 to 2 years.

I write to discuss Facebook shares on NASDAQ. It is my opinion that the shares will double in price in the next 1 to 2 years. It is currently trading around $80 a share. At the moment many analysts in the States predict the share price in the short term to be around $105. I'm thinking of taking out a couple of hundred grand in equity and taking a risk....

Here are some comments from brokerage firms in New York:

-The key to the Facebook story continues to be its ability to succeed on the mobile platform, where significant ad dollar growth is likely to occur for multiple years.

-Facebooks video consumption growth remains explosive as it evolves into a premier digital mobile video platform, reaching 4 billion video views/day in 1Q15 (75% on mobile) vs. 3 billion in 12/14 and 1 billion in 9/14.

-While clearly a more loved stock by global investors in 2015 vs. 2014, Facebooks continued execution, early stage in monetization of time spent and leadership position in mobile shouldn't be treated with complacency. Going forward, we look to (the second half of 2015) and 2016 as catalysts for product innovation and monetization as Facebook broadly deploys solutions in video, messaging, eCommerce and ad tech.

-While there was not much quantitative detail in terms of 1Q15 results regarding video ads, we still think video ads and gradually higher ad load rates on the core Facebook news feed and overall Instagram ads with higher penetration with large brand advertisers will be key incremental revenue growth drivers this year and into 2016.?

-Facebook remains one of our Top Long Recommendations in the Large Cap Net sector. Facebooks Q1 P&L and Metrics results were intrinsically very strong. We see the company correctly ramping up investments ? from a position of strength in many promising, high-growth areas (e.g. video ? now at 4 billion daily video views vs. 1 billion in Q3). And those high-growth areas represent four greenfield revenue opportunities (Instagram Monetization, Auto-Play Video Ads, FAN & WhatsApp) that can contribute well over $2 billion in incremental revenue in 2015.?


An analysis by Morgan Stanley recently suggests: FB is on a trajectory to surpass Google as the biggest winner of incremental ad dollars:

http://finance.yahoo.com/news/looks-...171923895.html

Another thing to consider is that if FB is allowed to operate in China in the future I believe there will be a massive surge in the stock price. Its only a matter of time when this will happen.

Management in FB are evidently very strategic when it comes to increasing its MAU (monthly active users).

http://www.zdnet.com/article/who-rea...tag=YHFb1d24ec

To sum up. Here is a stock comparison between Google and FB:

http://www.nasdaq.com/symbol/goog/stock-comparison

Google is priced at $533 a share (this is after a stock split a few yrs ago). FB is currently priced around $80. Its anyone?s guess what the price of FB will be in 2 or even 5 years time. Investing on the stock market does have its risks. However, FB?s debt levels are extremely low and their revenues are exploding year by yr. Even if the market crashes, the company is financially strong and has in excess of 1 Billion MAU's (and growing everyday). They are also close to releasing their virtual reality software and they are about to roll out the search functions which could directly compete with Google. Read this article entitled

''Facebook?s New In-App Search Could Be a Google Nightmare'':

http://www.wired.com/2015/05/faceboo...a-link-search/


Facebook has much more ad space on its social network ? and higher engagement. Facebook is now the second largest online ad seller globally, trailing only search giant Google Inc. (GOOG).
Facebooks revenues are growing swiftly as ad load rises and more advertisers ramp up their digital efforts to target the new age users. Analysts polled by Bloomberg expect the company?s annual revenues to rise to $29 billion by fiscal 2017, up from $12.4 billion in fiscal 2014.

Right now a lot of people have bought and sold call options for next January in the $90 to $100 range, so a lot of people seem to think that's a good bet in the next six months. There's a lot of optimism out there on the stock.

The point of this thread is to ascertain public opinion as to whether or not its a daft idea to put all my eggs into one basket on what is really a gamble. Or should I split it up into facebook and some of the following:

- Apple
- Avago technologies
- netflix
- baidu

I realise it would be prudent to diversify and split up my money into several stocks but my gut feeling is that Mark Z the CEO of facebook is a genius and in the same category as Steve jobs. Evidently FB co has some of the finest IT brains working at his company. I believe they have the strategies and plans in place to take the company into areas not imagined by most folk... AND they have the funds to achieve it.

What do you ladies think?

cheers
 
After an incredible run over the last five years, Facebook looks like it might be finally ready to retrace.

The company has well and truly reached critical mass. The question then becomes, how will earnings growth be powered? With a market cap of $500 billion, EPS of $2.21 and a P/E ratio of 32.01, Facebook seems to be a perfect example of how bloated the US stock market has become.

I'm bearish on FB and think that it will hit US$150 well before it gets anywhere near US$200.


 
I think Facebook stock price has been falling after an announced adjustment to advertisement algorithm whereby family and friends posts are pushed higher up on news feeds which has had an impact on usage times.

Facebook is under renewed pressure after being involved in a privacy breach regarding user data.
 

Isn't the share price around $190? Earnings being $2.2... that's PE of 86?

And I thought PE of 20 is really pushing it.
 
luutzu said:
Isn't the share price around $190? Earnings being $2.2... that's PE of 86?

And I thought PE of 20 is really pushing it.
Click to expand...
Sorry, that EPS was for the December quarter only. My mistake. The EPS for 2017 was $6.15 per share.

FB share price is currently $172.56.
 
greggles said:
I'm bearish on FB and think that it will hit US$150 well before it gets anywhere near US$200.
Click to expand...

Well, my prediction turned out to be correct. Facebook touched $150 briefly last night before bouncing back to $160. $150 appears to be offering some support. It turned out to be a bit of a wild trading session for FB.

 
I was surprised it wasn't fairly positive from the start.
The initial selling was so aggressive it put me off having a crack!
 
Nooooooooooooooooooo!


Facebook shareholders wiped more than $130 billion off the company's market value Wednesday after the company's second-quarter earnings call.

Shares fell as much as 24 percent, slumping below $170 in extended trading. The call and subsequent plunge followed a revenue miss for the company and a report of lower daily active user counts in Europe.



The company's top executives delivered a few scary warnings:

Revenue deceleration
Chief Financial Officer David Wehner said shareholders can expect "revenue growth rates to decline by high single-digit percentages from prior quarters" for the third and fourth quarter.


"We plan to grow and promote certain engaging experiences like Stories that currently have lower levels of monetization, and we are also giving people who use our services more choices around data privacy which may have an impact on our revenue growth," said Wehner. He also said currency fluctuations would hurt the stock in the second half of the year, after helping it for the last several quarters.

Weaker margins
Wehner also said the company expects margin compression, with operating margins trending toward "mid-30s on a percentage basis," compared with second-quarter operating margins of 44 percent.

That tightening is the result of broadening markets, investments in news products — such as the recent introduction of the company's long-form video format, IGTV — and capital expenditures related to safety and security that total "billions of dollars," Wehner said.

"We think that's the right thing to do for the business in terms of ensuring the community, safety and durability of the franchise," he said. "But they don't have obviously immediate translation into revenue dollars."

 
It's certainly going to be an interesting trading day in the US after last night's post market thumping of Facebook. I'll be watching TWTR, SNAP as well as FB for intraday trading opportunities.
 
notting said:
Nooooooooooooooooooo!

Facebook shareholders wiped more than $130 billion off the company's market value Wednesday after the company's second-quarter earnings call.

Click to expand...

Moves like this which definitely have me checking when earnings are due to be announced, like a roller coaster
 
@Kryzz Yes, even trading weekly charts it's important to check earnings events.
We can't avoid broker downgrades, but we can avoid something like this. Yikes, if you're long FB.
This has got to be one of the worst ones I've seen since the GFC.
 
peter2 said:
@Kryzz Yes, even trading weekly charts it's important to check earnings events.
We can't avoid broker downgrades, but we can avoid something like this. Yikes, if you're long FB.
This has got to be one of the worst ones I've seen since the GFC.
Click to expand...

Couldn't agree more. Would have been a sinking feeling holding FB through that drop off. Are you trading more US equities intraday now? Have you had to adjust anything from your standard equities trading style?
 
peter2 said:
@Kryzz Yes, even trading weekly charts it's important to check earnings events.
We can't avoid broker downgrades, but we can avoid something like this. Yikes, if you're long FB.
This has got to be one of the worst ones I've seen since the GFC.
Click to expand...

In terms of value it's the biggest one day fall ever!!



It's perceived troubles could be about lack of new users signing up.
If you're not already sucked into the FB platform, why would you join it now after all the highly questionable on selling of everything about you? Zuck stole the thing to begin with. Hardly an honorable bloke.
There are many other things to choose from these days too so probably you'd just maybe not bother.
So it's no longer so much of a growth bonanza, still has PE of 30 but more pain to come quite likely.
 

Those few I know who uses FB no longer use them. Not frequently. Maybe now once or twice a month.

If FB can't sell people's private information to political and commercial marketers to play with, what use is it really. It'd be just like any other small, micro, websites with a google adsense attached.

Read on Reuters that retailers are really starting to monetize their online stores with ads that are much more relevant. Ones where users are actually looking to buy things rather than checking on their friends.
 
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