Meta Platforms (FB); Former Facebook

Re: Facebook (FB)

Postby winston » Sat May 12, 2018 4:44 pm

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Rebranded Winner 1: Facebook Inc (FB)

By now, it feels like the whole Cambridge Analytica scandal that plagued Facebook, Inc (NASDAQ:FB) in mid-March is already old news.

That is a testament to the strength of Facebook’s operating model. It’s also a testament to the adaptability of Facebook management to spin a headwind into a tailwind.

Facebook handled the whole issue really well. CEO Mark Zuckerberg actually got somewhat ahead of the issue by beating the drum of “community safety over profits” in the prior few conference calls. Then, when a whistleblower blew open the whole Cambridge Analytica scandal, Zuckerberg and Company issued an apology, and explained the details of the incident in a blog post.

Zuckerberg proceeded to appear in front of Congress, and was refreshingly honest and humble versus the Wall Street titans who have tended to occupy that same hot seat over the past several years.

Now, Facebook is running an ad on national TV that reminds consumers of what makes Facebook good, openly talks about the stuff that has made Facebook bad recently, and promises to get back to the good stuff.

All these moves are working.

Facebook reported perhaps its best earnings report ever amid its worst PR incident ever. Revenue growth accelerated to 50%, a mark which bests the total revenue growth at even Amazon.com, Inc. (NASDAQ:AMZN) and Netflix, Inc. (NASDAQ:NFLX). Margins exploded higher. Earnings growth was an absurd 63%.

In other words, Facebook has successfully navigated through its worst PR incident ever, and is now back on track as a winning company with a winning stock.

Source: Investor Place
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Re: Facebook (FB)

Postby winston » Thu May 17, 2018 8:15 am

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Facebook Disabled 1 Billion Fake Accounts in the Last Year

Social network also removed millions of posts that violate its community standards, according to new report

Source: The Wrap

https://www.thewrap.com/facebook-1-bill ... -accounts/
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Re: Facebook (FB)

Postby winston » Fri May 18, 2018 8:45 am

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Is Facebook, Inc. (FB) Stock Cheap Right Now?

By Benjamin Rains

Over the last two years, Facebook stock has traded at a median of 28.4X forward 12-months earnings estimates. Meanwhile, the “Internet – Services” industry traded at 35.7X during this period.

Facebook closed the first quarter with 2.20 billion monthly active users, up 13% from the year-ago period.

The social media company’s daily active user base also climbed 13% to reach 1.45 billion. This insane user base helped Facebook pull in $11.97 billion in Q1 revenue, which marked a 49% surge.

Looking ahead to the full-year, Facebook revenues are projected to soar by 40.6% to touch $57.14 billion, based on our current Zacks Consensus Estimate.

Lastly, Facebook’s adjusted full-year earnings are expected to climb by 24% to reach $7.64 per share.


Source: ZACKS INVESTMENT RESEARCH

https://investorplace.com/2018/05/faceb ... at&cp=pdtk
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Re: Facebook (FB)

Postby winston » Wed Jun 20, 2018 3:45 pm

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Best Tech Stock: Facebook (FB)

Social media giant Facebook, Inc. (NASDAQ:FB) shows no signs of slowing down. Even the ongoing data scandal has done little to stem the stock’s bullish consensus. This is because Facebook has a crown jewel in its pocket: Instagram.

This popular photo sharing app is the focus of a recent bullish report by top KeyBanc analyst Andy Hargreaves. He has a very upbeat price target on FB of $245 (24% upside potential).

“Core Facebook is clearly maturing, with ad load reaching a saturation point and pricing the last lever to pull, so we see Instagram driving an increasing portion of incremental advertising growth,” stated Hargreaves on June 11.

He sees Instagram accounting for 58% of Facebook’s incremental ad growth by 2020 — delivering a whopping $22 billion in ad revenue. At that point Hargreaves models 1.4 billion monthly active users for the platform.

In the last three months, FB has received no less than 32 buy ratings. This is versus just 1 hold rating and 1 sell rating. Meanwhile the average analyst price target of $220 suggests 12.5% further upside potential from the current share price.

Source: Investor Place
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Re: Facebook (FB)

Postby winston » Tue Jul 24, 2018 10:08 am

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#4. Facebook
Price target: $250
Upside potential: 20%

Analyst commentary: "Continues to co-dominate ex-China digital advertising along with Alphabet, as advertisers shift budgets from offline channels into high return on investment targetable online channels;

A new focus on investments in Watch content and safety and security may reduce nearterm margin expansion potential.

Additionally, continued "chatter" related to security & privacy may be a cloud that follows Facebook (FB) in the coming months."

TheStreet's quick take: Real Money contributor David Butler thinks Facebook offers a compelling value at current levels.

"The revenue/earnings bumps that occurred even after that huge dramatic data scandal show that consumers are relatively undaunted by the prospect of sacrificing their personal privacy for superfluous social media entertainment," Butler says.

"In a way, this should terrify us. At the same time, it sure does put investors at ease."

Source: Investor Place
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Re: Facebook (FB)

Postby winston » Thu Jul 26, 2018 7:25 am

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Facebook user numbers disappoint, stock nosedives

by JP Mangalindan

Facebook (FB) on Wednesday afternoon reported second-quarter earnings that just missed Wall Street’s expectations on revenues and user growth.

Management also warned revenue growth rates would decelerate in Q3 and Q4.

For the second quarter, the social network reported earnings-per-share of $1.74 on revenues of $13.23 billion, as well as 2.23 billion monthly active users. Analysts were generally expecting earnings-per-share of $1.72 on revenues of $13.3 billion. They were also expecting 2.25 billion monthly active users for the quarter.


Facebook’s monthly active users number was still up 11% year-over-year. Its number of daily active users, 1.47 billion, was also up 11% year-over-year.

About 2.5 billion people use at least one Facebook-owned app — Facebook, WhatsApp, Instagram, and Messenger — each day.

Instagram: 1 billion monthly active users. Ad spending up 177% year-over-year among the agency’s North America clients.


CFO Dave Wehner warned that revenue growth for the third- and fourth-quarters would decelerate in the high-single digits because of factors that include more data privacy options and the promotion of newer initiatives like Stories and Watch that may not that could impact revenues growth.


Source: Yahoo Finance

https://finance.yahoo.com/news/facebook ... 05930.html
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Re: Facebook (FB)

Postby behappyalways » Thu Jul 26, 2018 3:16 pm

Here's what Facebook said that spooked investors and wiped $130 billion off its market value
https://www.cnbc.com/2018/07/25/faceboo ... -2018.html
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Re: Facebook (FB)

Postby winston » Thu Jul 26, 2018 8:47 pm

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Dodged questions from Facebook's press call on misinformation

by Josh Constine

Yet deeper questions went unanswered.
1. Will it be transparent about downranking accounts that spread false news?
2. Does it know if the midterm elections are already being attacked?
3. Are politically divisive ads cheaper?


Source: Tech Crunch

https://finance.yahoo.com/news/dodged-q ... 41435.html
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Re: Facebook (FB)

Postby winston » Fri Jul 27, 2018 5:57 am

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Facebook's woes 'deeper than a 1-day sell-off,' NYU professor says

by JP Mangalindan

It’s an indicator of frustrations with management boiling over, given months of scandals and bumbled course corrections from the social network.

There remains a good business despite management.


Source: Yahoo Finance

https://finance.yahoo.com/news/facebook ... 19162.html
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Re: Facebook (FB)

Postby winston » Fri Jul 27, 2018 5:58 am

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Instagram user base growing

One bright spot for Facebook has been Instagram, the photo-sharing app it bought for US$1 billion in 2012.

Instagram now has more than 1 billion users, Facebook claims, and analysts expect it to be a model for how Facebook molds its other big app purchase, WhatsApp, into a lucrative business.

So far, WhatsApp doesn’t show ads, and its founders Jan Koum and Brian Acton left Facebook amid disagreements over advertising and other issues.

Source: AP
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