Meta Platforms Is One Of My Top Picks For 2025

Summary:

• Meta continues to show strong growth even as it laps tough comparables.
• Despite Reality Labs’ losses, META’s core advertising business boasts impressive margins, with potential for double-digit growth moving forward.
• Management expects to significantly ramp up CapEx spending, but the market has yawned amidst tech euphoria.
• Valuing META on a sum-of-the-parts basis, I see substantial upside potential, with around 28% annual returns over the next three years.

Meta Platforms (NASDAQ:META) was one of the biggest winners in 2024 which might surprise some investors given that it was a mega-cap tech titan heading into the year and one of the most “over-covered” names in

Analyst’s Disclosure: I/we have a beneficial long position in the shares of META 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.

I am long all positions in the Best of Breed Growth Stocks Portfolio.

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.

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