Meta Platforms Inc. continues to shape how people connect, share, and engage in virtual experiences through its wide-ranging platforms – Facebook, Instagram, WhatsApp, Threads, and the Meta Quest line. Over the years, the company has demonstrated adaptability, navigating demographic shifts and product pivots with precision.
Our equity research highlights Meta’s recent strategic shift towards artificial intelligence across its Family of Apps. While this AI-driven evolution has increased capex significantly, market doubts remain around the long-term ROI. Meta has also scaled back its metaverse ambitions, pivoting instead to a more focused and margin-friendly approach.
Despite facing pressure from regulatory uncertainties and broader equity market scepticism, the company still boasts an enviable combination of profitability, scale, and innovation. For medium-term investors, Meta’s current valuation provides an attractive entry point.
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