Positive.

From Yahoo Finance: 2025-06-24 13:36:00

The article discusses a bullish thesis on Meta Platforms, Inc. (META) with the stock trading at $694.14 on June 11th. Meta suffered a significant decline in market cap in 2022 due to internal and external challenges, but showed resilience in its core business. Despite setbacks, Meta’s strategic pivot in 2022 and cost-cutting measures in 2023 led to a remarkable rebound in 2024, rewarding investors with a 400% return.

The decline in Meta’s market cap in 2022 was due to various challenges, including internal issues like dropping daily active users and costly investments in the Metaverse, as well as external factors like Apple’s privacy changes and competition from TikTok. Despite these challenges, Meta’s core business remained strong, with a 37% operating margin on $114.5 billion in revenue in 2022.

Management’s strategic pivot in late 2022 and aggressive cost-cutting measures in 2023 led to improvements in margins and operational efficiency. By early 2024, Meta announced its first dividend, a $50 billion buyback authorization, and saw a significant increase in market cap. Investors who remained patient during the difficult times were rewarded with a 400% rebound in Meta’s stock price, outperforming the S&P 500.

Recent bullish theses on Meta Platforms (META) have highlighted its strong Q1 results, AI-driven ad innovation, and high-margin growth. The stock has appreciated by roughly 21% since the recent coverage, reflecting investor confidence in Meta’s long-term potential. The overall narrative of Meta’s rebound from 2022 to 2024 emphasizes management’s strategic agility, cost discipline, and commitment to returning capital to shareholders, positioning Meta as an undervalued tech leader with significant upside potential.



Read more at Yahoo Finance: Meta Platforms, Inc. (META): A Bull Case Theory