[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-meta-just-dropped-9-in-a-week-is-it-time-to-sell-or-load-up-IT":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":273},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},144707,"Meta è scesa del 9% in una settimana. È il momento di vendere o di comprare?","2026-10-25T17:20:00","2026-10-25T17:05:47","\u003Cp>Qualcuno deve pagare per tutta quell'IA\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">Punti Chiave\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cbr>L'azione di Meta è scesa di circa il 9% nell'ultima settimana (fino alla chiusura di venerdì). Gran parte del calo è arrivato dopo un rapporto del terzo trimestre che ha mostrato una crescita dei ricavi del 26% e un flusso di cassa libero negativo.\u003C\u002Fli>\n\n\n\n\u003Cli>Il business pubblicitario continua a crescere rapidamente, e la vendita riguarda il modo in cui Meta paga per l'IA, incluso un nuovo titolo di Classe C senza diritto di voto che è in parte destinato a raccogliere capitale.\u003C\u002Fli>\n\n\n\n\u003Cli>Una multa da $25 miliardi del New Mexico si aggiunge alla spesa legale di $9,89 miliardi del trimestre, anche se la cassa di Meta copre la multa diverse volte.\u003C\u002Fli>\n\n\n\n\u003Cli>Dopo il calo, Meta scambia al di sotto del suo solito multiplo forward, il che la rende un acquisto per gli investitori che possono convivere con una certa diluizione.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Meta Platforms (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=20765463&tid=126910337\">META\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Fstrong> è scesa di circa il 9% nell'ultima settimana (fino alla chiusura di venerdì). Gran parte di questo calo è arrivato dopo un rapporto del terzo trimestre che era forte ovunque tranne che per la cassa. (Il Nasdaq 100 è sceso solo del 2%).\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-ads-grew-26-and-that-wasn-t-enough\" class=\"wp-block-heading\">Le pubblicità sono cresciute del 26%, e non è bastato\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">I ricavi sono aumentati del 26% a $64,6 miliardi, \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmeta-stock-jumps-after-hours-q3-revenue-beat-strong-guidance\">superando i $63,41 miliardi attesi dagli analisti\u003C\u002Fa>. Senza una spesa legale di $9,89 miliardi, l'utile per azione sarebbe stato di $7,40, contro i $6,80 attesi. E le previsioni per il quarto trimestre di $73-76 miliardi hanno un punto medio superiore al consenso.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ma la CFO Susan Li non ha fornito un budget per il 2027. Ha detto che Meta prevede \"di continuare a investire aggressivamente per sostenere sia il nostro core business che le iniziative emergenti di IA\".\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-ai-bill-is-coming-due\" class=\"wp-block-heading\">Il conto dell'IA sta arrivando\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il capex del terzo trimestre ha raggiunto $34,91 miliardi, superando i $32,79 miliardi del flusso di cassa operativo. Ciò ha lasciato il flusso di cassa libero a -$2,12 miliardi. È un trend in crescita da anni: \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fnvidia-is-finally-too-big-to-fail-heres-why-meta-and-google-arent\">il capex ha assorbito circa il 60% del flusso di cassa operativo nel 2025\u003C\u002Fa>, rispetto al 32% nel 2021…\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025.png?_i=AA\" alt=\"Bar chart from TIKR of Meta Platforms' cash from operations vs. capital expenditures, $ billions, fiscal 2021–2025.\" class=\"wp-post-144707 wp-image-144705\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792794844\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Meta Platforms (META): flusso di cassa operativo vs. spese in conto capitale, $ miliardi, esercizio 2021–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">…e Meta ha appena alzato il limite inferiore del suo intervallo di capex per il 2026 a $135 miliardi. Inoltre, al 30 settembre Meta aveva $454,5 miliardi di impegni contrattuali non cancellabili.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Poi c'è un nuovo titolo di Classe C senza diritto di voto, in arrivo a gennaio 2027. Serve in parte a raccogliere capitale. Meta sembrava la spender di IA che \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fsuddenly-meta-is-in-second-place-in-ai-and-unlike-openai-it-doesnt-need-the-money\">non ha bisogno di soldi esterni, a differenza di OpenAI\u003C\u002Fa>. Se venderà nuove azioni, la spesa dovrà ripagarsi. E giovedì, i credit default swap di Meta hanno raggiunto un massimo storico.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR monitora 63 analisti su Meta Platforms. Quanti dicono \"Compra\"?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Vedi la ripartizione completa dei rating Compra, Mantieni e Vendi su Meta Platforms, insieme alle stime di ricavi e utili di Wall Street, tutto in un unico posto. Più di 500.000 investitori usano TIKR per ricercare azioni come questa. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Vedi i Rating degli Analisti per Meta Platforms\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-another-25-billion-legal-bill\" class=\"wp-block-heading\">Un altro conto legale da $25 miliardi\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">In più: il giorno in cui Meta ha comunicato i risultati, un tribunale del New Mexico le ha ordinato di pagare \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fnew-mexico-court-orders-meta-25-billion-privacy-fine\">$25 miliardi per lo scandalo Cambridge Analytica\u003C\u002Fa>. Gli interessi decorrono al 15% annuo. Meta dice che vincerà in appello. Anche se non dovesse, i suoi $82,5 miliardi di cassa coprono la multa più di tre volte.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-at-20x-earnings-i-d-load-up\" class=\"wp-block-heading\">A 20x gli utili, io accumulerei\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Dopo il calo, Meta scambia a circa 20x gli utili forward. Questo è al di sotto della sua media quinquennale di 21x e lontano dal suo picco di 29x di febbraio 2025.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y.png?_i=AA\" alt=\"Line chart from TIKR of Meta Platforms' forward (NTM) P\u002FE, last 5 years.\" class=\"wp-post-144707 wp-image-144706\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792794842\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Meta Platforms (META): P\u002FE forward (NTM), ultimi 5 anni (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il prezzo target di consenso degli analisti di $844 è circa il 31% sopra la chiusura di venerdì.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il business pubblicitario di Meta sta pagando quasi tutta la scommessa sull'IA: il flusso di cassa operativo ha coperto il 94% del capex del terzo trimestre. E l'azione costa meno del solito per quegli utili.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Meta sta anche preparando un secondo modo per essere pagata. Il Chief AI Officer Alexandr Wang ha detto al Nikkei che Muse si affiderà agli abbonati a pagamento per competere con i modelli cinesi.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Io comprerei qui, purché si possa convivere con una certa diluizione una volta che arriverà la Classe C.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Meta sta ancora costruendo il suo budget per il 2027, quindi il rapporto del quarto trimestre, previsto intorno al 27 gennaio, è quello da seguire. Un altro grande balzo nel capex potrebbe mantenere il flusso di cassa libero sotto pressione per un po'.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-meta-stock-actually-worth\" class=\"wp-block-heading\">Quindi, quanto vale realmente l'azione Meta?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR ti permette di prevedere il prezzo futuro di qualsiasi azione in meno di un minuto. Basta inserire alcune ipotesi nel modello di valutazione di TIKR e vedere quanto potrebbe valere Meta. Parti dalle stime di consenso di Wall Street, o modifica gli input per riflettere la tua visione del business. È gratuito.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Valuta Meta gratuitamente\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Si prega di notare che gli articoli su TIKR non intendono costituire consulenza in materia di investimenti o finanziaria da parte di TIKR o del nostro team di contenuti, né sono raccomandazioni per acquistare o vendere azioni. Creiamo i nostri contenuti sulla base dei dati di investimento di TIKR Terminal e delle stime degli analisti. La nostra analisi potrebbe non includere notizie recenti della società o aggiornamenti importanti. TIKR non ha posizioni in nessuna delle azioni menzionate. Grazie per la lettura e buoni investimenti!\u003C\u002Fem>\u003C\u002Fp>",787,"it","\u002Fblog\u002Fmeta-just-dropped-9-in-a-week-is-it-time-to-sell-or-load-up","meta-just-dropped-9-in-a-week-is-it-time-to-sell-or-load-up","images\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699515\u002Fimages\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1.png?_i=AA",{"altText":165,"imageCredit":166},"Meta Just Dropped 9% in a Week. Is It Time to Sell, or Load Up?","Photodjo from Getty Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Bobby Sankhagowit","bobby","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"Investimenti generali","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Someone has to pay for all that AI",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","Tempo di lettura stimato","6 minutes",1200,630,[194,211,226,243,258],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"Datadog è Salito del 13% in un Mese: Prendere Profitti, o Comprare di Più?","2026-10-25 16:35:37","Wall Street si sta riversando, e le previsioni lasciano spazio a un superamento",1109,"\u002Fblog\u002Fdatadog-just-gained-13-in-a-month-take-profits-or-buy-more","datadog-just-gained-13-in-a-month-take-profits-or-buy-more","images\u002FDDOG-stock-vkstudio-via-Canva\u002FDDOG-stock-vkstudio-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700534\u002Fimages\u002FDDOG-stock-vkstudio-via-Canva\u002FDDOG-stock-vkstudio-via-Canva.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"Nikko Henson","nikkotikr",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":223,"relatedPosts":225},"America Móvil Salta del 6% con un Beneficio del Tercer Trimestre que Aumenta un 7%, Superando las Estimaciones de Ganancias e Ingresos","2026-10-25 16:30:00","La debolezza valutaria nasconde un trimestre migliore",825,"\u002Fblog\u002Famerica-movil-jumps-6-as-third-quarter-profit-rises-7-topping-earnings-and-revenue-estimates","america-movil-jumps-6-as-third-quarter-profit-rises-7-topping-earnings-and-revenue-estimates","images\u002FAMX-stock-Robert-Kneschke-via-Canva\u002FAMX-stock-Robert-Kneschke-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700635\u002Fimages\u002FAMX-stock-Robert-Kneschke-via-Canva\u002FAMX-stock-Robert-Kneschke-via-Canva.png?_i=AA",{"altText":212},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":222},[],[224],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":240,"relatedPosts":242},"Il titolo Oracle è sceso del 55% in un anno. Occasione o trappola del valore?","2026-10-25 16:08:55","Il titolo Oracle è sceso del 55% in un anno, eppure ha battuto le stime EPS per quattro trimestri consecutivi. Con un multiplo di 15,5x sugli utili, la domanda fondamentale è cosa lo trattenga.",840,"\u002Fblog\u002Foracle-stock-is-down-55-in-a-year-bargain-or-value-trap","oracle-stock-is-down-55-in-a-year-bargain-or-value-trap","images\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795469\u002Fimages\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart.png?_i=AA",{"altText":227},{"name":237,"slug":238,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":239},"Gian Estrada","giantikr",[],[241],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":244,"date":245,"excerpt":246,"wordCount":247,"uri":248,"slug":249,"cloudinaryAssetId":250,"featuredImageOriginalUrl":251,"featuredImageMetadata":252,"author":253,"categories":255,"relatedPosts":257},"Il titolo Tesla è sceso del 17% nell'ultimo anno. Comprare ora o aspettare i termini della fusione?","2026-10-25 15:56:16","Il titolo Tesla è sceso del 17% in un anno dopo il consumo di cassa di 1,1 miliardi di dollari di luglio. I 1,53 miliardi di dollari di flusso di cassa libero di ottobre hanno cambiato i conti. Ecco di quanto.",1250,"\u002Fblog\u002Ftesla-stock-is-down-17-over-the-past-year-buy-now-or-wait-for-merger-terms","tesla-stock-is-down-17-over-the-past-year-buy-now-or-wait-for-merger-terms","images\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932705\u002Fimages\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10.png?_i=AA",{"altText":244},{"name":237,"slug":238,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":254},[],[256],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":259,"date":260,"excerpt":261,"wordCount":262,"uri":263,"slug":264,"cloudinaryAssetId":265,"featuredImageOriginalUrl":266,"featuredImageMetadata":267,"author":268,"categories":270,"relatedPosts":272},"Il titolo di Arm è sceso dell'8% la scorsa settimana. Cosa c'entra Lam Research?","2026-10-25 15:40:56","Il titolo di Arm è sceso del 7,28% in una seduta dopo che l'avvertimento sulla fornitura di Lam Research ha colpito i titoli dei semiconduttori. Lo stesso collo di bottiglia limita la pipeline di domanda di CPU AGI da 2 miliardi di dollari di Arm.",925,"\u002Fblog\u002Farm-stock-is-down-8-last-week-what-does-lam-research-have-to-do-with-it","arm-stock-is-down-8-last-week-what-does-lam-research-have-to-do-with-it","images\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795474\u002Fimages\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars.png?_i=AA",{"altText":259},{"name":237,"slug":238,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":269},[],[271],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[274,294,309,324,339],{"id":183,"title":275,"date":276,"excerpt":277,"wordCount":278,"uri":279,"slug":280,"cloudinaryAssetId":281,"featuredImageOriginalUrl":282,"featuredImageMetadata":283,"author":284,"categories":288,"relatedPosts":293},"Il titolo di Meta è sceso del 7% in un giorno nonostante un superamento delle entrate. È il momento di vendere o di accumulare?","2026-10-24 20:50:00","Meta ha superato le previsioni sui ricavi e ha comunque perso il 7% in un giorno, poiché i timori sulla spesa per l'IA hanno colpito il settore tecnologico. La conference call sui risultati ha quantificato la riduzione dei costi di Muse.",995,"\u002Fblog\u002Fmeta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","meta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","images\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852857\u002Fimages\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed.png?_i=AA",{"altText":275},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":287},"Wiltone Asuncion","wiltonetikr",[],[289],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},"Recensioni delle azioni","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":295,"date":296,"excerpt":297,"wordCount":298,"uri":299,"slug":300,"cloudinaryAssetId":301,"featuredImageOriginalUrl":302,"featuredImageMetadata":303,"author":304,"categories":306,"relatedPosts":308},"Netflix è sceso di quasi il 30% nel 2026. È il momento di vendere o di caricare?","2026-10-24 20:45:00","Il co-CEO di Netflix afferma che i suoi show negli Stati Uniti colpiranno doppi e tripli nel 2026, mentre il resto del mondo ha bisogno di fuoricampo. Con le azioni a $65.85 e valutate più vicino a Disney che a Spotify, il modello TIKR mostra per cosa sta pagando un acquirente.",1008,"\u002Fblog\u002Fnetflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","netflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","images\u002F12-9_144968b5caa\u002F12-9_144968b5caa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852841\u002Fimages\u002F12-9_144968b5caa\u002F12-9_144968b5caa.png?_i=AA",{"altText":295},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":305},[],[307],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":310,"date":311,"excerpt":312,"wordCount":313,"uri":314,"slug":315,"cloudinaryAssetId":316,"featuredImageOriginalUrl":317,"featuredImageMetadata":318,"author":319,"categories":321,"relatedPosts":323},"Le azioni di Coca-Cola sono scese un giorno dopo aver raggiunto un massimo annuale. Ecco perché l'India conta il 27 ottobre","2026-10-24 20:40:00","Coca-Cola è scesa del 2,76% il 23 ottobre in un selloff generalizzato del mercato, un giorno dopo aver toccato un massimo annuale. Il suo ultimo rapporto ha mostrato che la regione Asia Pacifico ha aggiunto il maggior volume pur perdendo quote di mercato in India, e questa è la linea da seguire il 27 ottobre.",879,"\u002Fblog\u002Fcoca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","coca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","images\u002F11-10_14496728c3f\u002F11-10_14496728c3f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852801\u002Fimages\u002F11-10_14496728c3f\u002F11-10_14496728c3f.png?_i=AA",{"altText":310},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":320},[],[322],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":325,"date":326,"excerpt":327,"wordCount":328,"uri":329,"slug":330,"cloudinaryAssetId":331,"featuredImageOriginalUrl":332,"featuredImageMetadata":333,"author":334,"categories":336,"relatedPosts":338},"ServiceNow vuole essere la numero 1 nella sicurezza. Ecco cosa deve dimostrare la sua scommessa da 7,75 miliardi di dollari su Armis il 28 ottobre","2026-10-24 20:35:00","Il CEO di ServiceNow afferma che l'azienda è l'ottavo fornitore di sicurezza aziendale e vuole diventare il numero uno. Le acquisizioni dietro questo obiettivo già gravano sui margini GAAP, e il 28 ottobre è il primo rapporto sugli utili da quando lo ha dichiarato.",965,"\u002Fblog\u002Fservicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","servicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","images\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852762\u002Fimages\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7.png?_i=AA",{"altText":325},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":335},[],[337],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":351,"relatedPosts":353},"AbbVie ha ottenuto l'approvazione della FDA per l'inizio dell'uso domiciliare di Skyrizi nella malattia di Crohn. Ecco quando dovrebbe riflettersi nelle vendite","2026-10-24 20:30:00","La FDA autorizó la inducción domiciliaria de Skyrizi para la enfermedad de Crohn el 23 de octubre, una semana antes de los resultados del tercer trimestre de AbbVie. El director comercial Jeff Stewart ha dicho que el acceso completo de pago suele tardar entre 60 y 90 días, lo que apunta a que el beneficio en ventas se materializará a principios de 2027.",914,"\u002Fblog\u002Fabbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","abbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","images\u002F9-14_14496561577\u002F9-14_14496561577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852734\u002Fimages\u002F9-14_14496561577\u002F9-14_14496561577.png?_i=AA",{"altText":340},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":350},[],[352],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[]]