Meta: I'm More Than Willing To Catch The Falling Knife Now

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Skip to contentHome page Seeking Alpha - Power to InvestorsMar 28, 2026, 8:16 AM ETMeta Platforms, Inc. (META) StockOPENAI, ANTHRO, GOOGL, GOOG, ZMET:CA, ZGOO:CA, GOOG:CAJR ResearchInvesting Group LeaderComment(1)SummaryMeta Platforms stock has entered a stunning bear market, with shares down nearly 35% from 2025 highs, yet management remains committed to aggressive AI investment.META is confidently ramping up AI infrastructure and partnerships, but the market demands clear monetization beyond advertising to justify elevated capital outlays and valuation rerating.Despite legal headwinds and heavy AI spending, META trades at a forward P/E of 17.4x, which is even below the S&P 500, as pessimism returned to haunt investors.I maintain a Buy rating, viewing the current selloff as well overdone and offer us a highly compelling opportunity given Meta’s scale, optionality, and proven execution history.Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate.