Meta: This Is A Game Changer


  • Despite the soft advertising market outlook, the cost-efficiency plan will weigh in the company’s earnings in the next few quarters.
  • The Reels/WhatsApp monetization and the 2024 US Presidential elections will strongly support ARPU in the following 1-2 years.
  • Zuckerberg knows the only way to regain leadership is to attract more teenagers and young adults, and Reality Lab products such as Horizon Worlds are the bridge to Meta’s supremacy.
  • META’s investment thesis remains intact, and the strong bullish rating is supported by the improving outlook leading to a target price of $215-$257.
Metaverse city and cyberpunk concept. 3d render

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Investment Thesis

In light of a potential economic crisis, advertising seems to be growing more cautious. However, despite currency challenges, macro uncertainty, and a slowdown in overall digital advertising growth, Meta Platforms (NASDAQ:META) posted better-than-expected Q4 results.

Despite Meta’s challenges

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.

Author of Yiazou Capital Research

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I am the founder of Yiazou Capital Research, a research platform designed to elevate your due diligence process through in-depth analysis of businesses.

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