Meta 长期被低估；近期产品发布尚未引发估值重估，使其股价相对于自身潜力仍显便宜。

Okay, we need to talk about Meta stock and its price targets, especially in the Meta Mews era. Clearly, there has been a lot of buzz about Meta and Meta Mews since Monday, with it topping the app store , reaching 2.5 million users, experiencing tremendous growth, and even influencers using it to talk about it, etc.

I have not received care from Meta yet, but I would gladly accept it. Let me confirm that. Because I really think the product is great. But let's be realistic, Wall Street's valuation of Meta's stock hasn't changed, and its implied volatility is extremely low.

Let's assume that Wall Street expects Meta to grow at an average rate of 15% .

So I wanted to know if the stock had seen a rise in valuation since the launch of Meta Muse. The answer is: It has not yet seen an increase. These are the estimates: 34.85 earnings per share , making the share price about 21 times earnings.

Looking at projected growth rates , Wall Street expects this company's profits to grow by 9% next year, followed by 23%, then 17%, and then 12%. This equates to an average of about 15.7% per year.

In my opinion, after the launch of Meta Muse, in addition to what is happening in the field of advertising, especially with the intense competition in the field of artificial intelligence, I think that 15% for Meta is too low.

That's why I invested in Meta, and I was promoting it on this channel, even saying that the stock price was about to go up significantly since it was around $566.

Do your own research, and type in "Meet Kevin meta stock August 28th". You will find that Meta's stock is about to rise significantly. Watch the detailed video about their financial data and why I thought its price was too low. It has already risen.

Now, the interesting thing is that since that rise, we have not seen any revaluation of the stock. This means, in my opinion, that a reassessment is still a long way off . This means, in a strange way, that the stock is still cheap.

Now, can you take advantage of market fluctuations, for example: buy on rumors, and sell after today's and tomorrow's Meta event, Mark Zuckerberg's keynote, and announcements about such and such products?

naturally. But who cares? These are just short-term fluctuations. In my opinion, this is an excellent long-term purchase.

Obviously, this is not personal financial advice for you . And I invest in the stock , so as you know, I always take bias and risk into account. Volatility is currently very low for Meta on a 5 and 10 day basis.

Well, it's not quite low, it's just below average.

After the surge they saw in Meta News, I expected options volatility to rise even further. This actually means that the options are cheap to buy now. If you are pessimistic, you can buy put options.

If you're optimistic, you can buy call options, right? But the options are surprisingly cheap now compared to their historical volatility. It's below average on a 5- and 10-day basis, which is great in my opinion, considering the stimulus they're facing.

Now, let's take a look at the JPMorgan report . Therefore, JPMorgan Chase prepared this report on MetaTrader, and set a target price for it at $820.

Honestly, I think the target price is much higher. If we assume that Meta's net profit margin is 35% on average for every dollar added to net profit, then this net margin would put the stock at a price-to-growth ratio (PEG) of approximately 2.69.

The company has been repurchasing shares until recently, which means it is draining cash, and this is not true from a cash flow perspective. Therefore, you no longer have much cash flow return, which explains the low price-to-growth ratio.

But if you multiply the price- to-growth ratio of 2.69 by 3485, and then multiply the result by approximately 20%, then the value of this stock to me is $1875.

At this point, the stock price has reached its true value, and if this price is suddenly exceeded due to a sudden rise in the price of Intuit or Deal stock, that's fine. Only then will I sell the stock if its value exceeds these levels excessively.

But as long as its price doesn't exceed $2000, I won't even think about selling it.

That's why I wrote that JPMorgan's $820 price tag seems like a low price. They are talking about the widespread popularity of Meta Muse and the buzz surrounding it . They also talk about the speed of Meta's launch, with a series of innovations within just two weeks of its release.

Meta Muse has launched a beta version for outgoing calls to businesses. This is extremely important, because companies that make a profit spend money because they want to grow.

Companies that make a profit spend money. Therefore, if you can sell your products to companies that make a profit and help them make more profit, you will also profit.

Business-to-business (B2B) marketing is profitable, but it also charges higher fees. In any case, they enabled developers to create Muse connectors and released Muse for Mac. They also added Shop Pay to make the payment process easier.

We expect Meta to prioritize adoption and engagement over near-term monetization, with a clear vision for long-term monetization. Commission models, booking fees, and lead generation.

I hate JP Morgan, but this was actually a very fair analysis of Meta. I think they are pessimistic about Meta, but I thought this was a very good analysis. They even talk about how Meta can profit from interactions between agents, which is great .

As you know, once again, business-to-business transactions make money.

Now, Meta Smart Glasses have emerged and we had a live conversation about what Meta Smart Glasses can offer you on an agent basis. I already have several different Meta glasses .

I use it for various purposes. I will promote it here, even though I am not sponsored by Meta. I only like to promote things when I think they are useful to you. It's huge.

Obviously, it's helpful if you suffer from poor distance vision like me. For some reason, I'm good at reading stock charts and things up close. But seeing from a distance is a little more difficult, so as a jet pilot, I had to wear these glasses, of course.

It is obviously very useful for those who wear eyeglasses, as wearing them is often necessary. However, you can get glasses other than everyday glasses; I use these glasses for skiing or even for water activities.

It's wonderful. I like these glasses because of the camera in the middle. They are excellent for taking family photos while skiing or during recreational activities, or even for your children.

I have seven children, so I have a lot to document.

As for the smart glasses they launched with an integrated program to talk to Meta AI and simply ask them: "What do I see?" Or ask general questions similar to those asked in a general chat.

Honestly, it's very bad. It's the worst software marketing program they could have come up with with Meta glasses. So I feel that this market was completely untapped because their product was very bad to begin with.

Meta has a market share of 86% in this field.

Part of this may be due to the fact that Meta is coming and launching with what they call generosity; JP Morgan has offered a free tier, while Grok does not.

and you have about 3.2 billion users on the Meta platform, right?

I think I'll be honest about this . I usually mean that the stocks have risen 3% during the day now, which is great. But I'll be honest about this . I'm hoping it will decrease somewhat after the event.

Because if it drops after the event, I can buy the dip before the monetization actually shows up in their earnings. So if people sell because of a slowdown in momentum after the event , that's fine with me. I am a buyer.