Meta is too cheap to ignore

u/Capital-Mixture5107 · Reddit — r/ValueInvesting · August 22, 2026 at 20:31 · ⬆ 16 pts · 💬 41 comments  | View on Reddit ↗
AI Summary

Summary

  • Post argues Meta is undervalued at ~17x forward earnings despite 28% expected revenue growth and massive operating cash flow.
  • Thesis: AI capex becomes monetizable assets, lawsuit risk is overstated, and the main real risk is the macro environment.
  • Author is heavily invested with $1M at an average cost of $555, plans another $1M, and sees 50-80% upside.

Quality assessment: Semi-rigorous value DD with real valuation data, but lawsuit/capex conclusions lean optimistic and speculative.

Score 16
Comments 41
Upvote % 68%
Full Post Text
Ideas
u/Capital-Mixture5107 Reddit r/ValueInvesting
Meta trades at ~17x forward P/E with 28% expected revenue growth and strong operating cash flow. Low multiple plus AI monetization and compute sales create a re-rating opportunity. Long META for 50-80% upside; author has a large existing position and plans to add. Macro inflation/rates, larger-than-expected lawsuit damages, or AI capex failing to generate returns.
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This Reddit post, published August 22, 2026, features u/Capital-Mixture5107 discussing META. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Capital-Mixture5107  · Tickers: META