META could be cheap

u/Himothy8 · Reddit — r/ValueInvesting · January 03, 2026 at 20:19 · ⬆ 34 pts · 💬 66 comments  | View on Reddit ↗
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The author values META using EV/FCF and EPS growth, concluding shares look attractive on a 2030 earnings basis.

META — LONG The author argues META is a high-quality business trading near fair value on EV/FCF, but looks much more attractive on forward earnings. Applying a 12% EPS growth rate yields $50.69 EPS by 2030, implying the current $651 price is only 12.84 times 2030 earnings. The author highlights this valuation as attractive before considering AI growth.

If EPS grows 12% for 5 years it will be 50.69 in 2030. Take current share price 651/50.69=12.84 times earnings today. This is where META looks much more attractive, and I’m not even factoring in AI growth.

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u/Himothy8 Reddit r/ValueInvesting
META looks attractive on 2030 EPS growth basis
The author argues META is a high-quality business trading near fair value on EV/FCF, but looks much more attractive on forward earnings. Applying a 12% EPS growth rate yields $50.69 EPS by 2030, implying the current $651 price is only 12.84 times 2030 earnings. The author highlights this valuation as attractive before considering AI growth.
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This Reddit post, published January 03, 2026, features u/Himothy8 discussing META. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Himothy8  · Tickers: META