Joseph Carlson After Hours on $META (Nov 2, 2026)
Meta is significantly undervalued, with fair value near $850 and about 40% upside. Rapid growth, Muse adoption and strong management support it; capex and server-farm spending make Meta stronger despite investor concern. A forward P/E near 26–26.5 at $850 is reasonable given growth faster than almost all major tech.
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Now, we move on to Meta. Currently, MetaTrader's position is valued at $167,000, and it is in the red zone (loss) by approximately $18,000. The way this stock worked was that I bought shares in the company.
The stock fell deep into the red zone, with a loss of $40,000. Then the stock jumped with the launch of "Muse" to reach a profit of about $20,000, so I was in the green zone with a good amount.
And now, I've returned to the red zone with a good amount of money as well. So , this company is swinging from the green zone to the red zone, and it is now in the red zone .
But at the same time, all I've seen is a company that's getting stronger day by day. Meta grows very rapidly. Their new proxy tool , "Muse," is gaining widespread adoption. I like the management and the decisions made.
I really like this company. I think she has a great future. Investors should believe that Meta has a very strong future thanks to the new products it innovates and how it develops its platform.
My price target or fair value estimate for Meta is around $850 today, which represents an upside of approximately 40%. Therefore, I believe there is significant upside potential for this stock today.
I believe that Meta is undervalued based on its own strengths, as well as the cash flows it will generate over the next ten years. This is one of the world's largest cash flow generators .
Investors are very concerned about the cash the company is spending on short-term investments, capital expenditures and building server farms, but all of this makes Meta stronger and better positioned for the future.
And Mark Zuckerberg is prepared to endure a period of pain to get a bigger and stronger company on the other side.
So, at the $850 level, I think this is another significantly undervalued stock in my portfolio. The reason I'm not putting more money into it is, as I said, because it already represents a large center.
It already represents a weighted position of over 11%. I do n't want to continue adding more to highly concentrated centers.
Now, even with Meta reaching $850, that would make the forward price-to-earnings ratio around 26, 26.5, which is not a crazy valuation. It simply means that Meta is being rated as a good company, a company that really has a bright future.
Investors have regained faith in the story. Therefore, these are not exaggeratedly strong upward trends . I think it actually makes sense that Meta's stock is trading in the mid-twenties based on its incredible growth.
It was growing faster than almost all the major technology companies.
What this channel has said about $META
Joseph Carlson After Hours has 9 calls on this stock; only the adjacent ones are shown.