How Dividendology’s view on $META changed

2026-08-26Bullish
“Top 10 Dividend Stocks Super Investors Just Bought!”
Meta is a strong buy due to attractive fundamentals (high margins, ad growth) and low valuation relative to history, though high CapEx/debt issuance creates market discomfort.

Stocks like Amazon, Alphabet, and Meta are all aggressively issuing debt. A lot of them are even going free cash flow negative, such as Meta.

Now, coming in at number two, we do have Meta who fundamentally, again, looks very attractive. This is another stock that's trading below its historic average valuation multiple, and this is actually one of the worst performing stocks, at least Mag 7 stocks year-to-date, down by about 15%.

But, the three-year total return is still very strong. Now, they just recently started paying a dividend and the yield is small, but obviously there's a lot of dividend growth potential, and the margins on the stock are just incredible. It's the highest out of all the top 10 stocks.

2026-08-12Bullish
“5 Dividend Stocks at a 52 Week Low!”
Meta is an interesting buy/watch candidate; AI-driven revenue growth offsets CapEx and debt concerns.

Now, we come to Meta who has seen some incredible volatility so far in 2026, but in the last year down by 22.3% and year-to-date down by 10%

and it's really not any secret what's been going on with Meta stock. There's a lot of concerns with the increased CapEx spending. For example, look at the dividend breakdown sheet.

Yes, Meta doesn't pay much in dividends, but what you really need to pay attention to is the fact that in 2025, we saw free cash flow actually decline.