Open account

Meta: I'm Waiting For $500 Per Share To Buy More

The author considers Meta (META.OQ) a high-quality long-term compounder but warns it is in a technical bear market with near-term downside risk. Q1 2026 showed solid core ad growth and 14% adjusted EPS growth, yet rising CapEx for AI infrastructure and elevated Reality Labs losses are compressing ROI and weighing on sentiment. Shares plunged (~8.9% to $609.34 in the article) and the author is holding existing position while eyeing a $480–$500 zone to add. Overall, the piece is a technical and fundamental market commentary highlighting short-term bearish risks amid a constructive long-term view.

Category

Meta Platforms

Sentiment

Mixed

Event

Technical analysis

Reading time

1 min