Facebook Class A

Facebook is building and engaging products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and in-home devices. The company's products include: Facebook, which enables people to connect, share, discover, and communicate with each other on mobile devices and personal computers; Instagram, which is a place where people can express themselves through photos, videos, and private messaging, and explore their interests in businesses, creators and communities; Messenger and WhatsApp, which are messaging applications; and Oculus, which connects people through its Oculus virtual reality products.
  • TickerFB
  • ISINUS30303M1027
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States
FB Facebook Class ... (Technology)

Facebook Inc: 1 director

A director at Facebook Inc sold 154,600 shares at 352.753USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 05 20

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.7x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about sustaining ad pricing increases, app engagement, and Oculus performance suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain increases in average price per ad, maintain daily and monthly active user growth, a...

Ygal Arounian ... (+2)
  • Ygal Arounian
  • Chad Larkin
Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 02 12

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.4x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about WhatsApp competition, DAU declines, and regulatory headwinds suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain net income growth, manage costs, and mitigate daily active user (DAU) declines in the U.S. an...

FB Facebook Class ... (Technology)

Facebook Inc: 1 director

A director at Facebook Inc sold 154,600 shares at 352.753USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 05 20

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.7x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about sustaining ad pricing increases, app engagement, and Oculus performance suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain increases in average price per ad, maintain daily and monthly active user growth, a...

Ygal Arounian ... (+2)
  • Ygal Arounian
  • Chad Larkin
Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 02 12

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.4x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about WhatsApp competition, DAU declines, and regulatory headwinds suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain net income growth, manage costs, and mitigate daily active user (DAU) declines in the U.S. an...

FB Facebook Class ... (Technology)

Facebook Inc: 1 director

A director at Facebook Inc sold 154,600 shares at 352.753USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 05 20

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.7x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about sustaining ad pricing increases, app engagement, and Oculus performance suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain increases in average price per ad, maintain daily and monthly active user growth, a...

Ygal Arounian ... (+2)
  • Ygal Arounian
  • Chad Larkin
Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 02 12

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.4x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about WhatsApp competition, DAU declines, and regulatory headwinds suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain net income growth, manage costs, and mitigate daily active user (DAU) declines in the U.S. an...

FB Facebook Class ... (Technology)

Facebook Inc: 1 director

A director at Facebook Inc sold 154,600 shares at 352.753USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 05 20

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.7x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about sustaining ad pricing increases, app engagement, and Oculus performance suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain increases in average price per ad, maintain daily and monthly active user growth, a...

Ygal Arounian ... (+2)
  • Ygal Arounian
  • Chad Larkin
Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 02 12

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.4x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about WhatsApp competition, DAU declines, and regulatory headwinds suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain net income growth, manage costs, and mitigate daily active user (DAU) declines in the U.S. an...

FB Facebook Class ... (Technology)

Facebook Inc: 1 director

A director at Facebook Inc sold 154,600 shares at 352.753USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 05 20

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.7x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about sustaining ad pricing increases, app engagement, and Oculus performance suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain increases in average price per ad, maintain daily and monthly active user growth, a...

Ygal Arounian ... (+2)
  • Ygal Arounian
  • Chad Larkin
Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 02 12

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.4x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about WhatsApp competition, DAU declines, and regulatory headwinds suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain net income growth, manage costs, and mitigate daily active user (DAU) declines in the U.S. an...

FB Facebook Class ... (Technology)

Facebook Inc: 1 director

A director at Facebook Inc sold 154,600 shares at 352.753USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 05 20

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.7x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about sustaining ad pricing increases, app engagement, and Oculus performance suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain increases in average price per ad, maintain daily and monthly active user growth, a...

Ygal Arounian ... (+2)
  • Ygal Arounian
  • Chad Larkin
Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 02 12

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.4x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about WhatsApp competition, DAU declines, and regulatory headwinds suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain net income growth, manage costs, and mitigate daily active user (DAU) declines in the U.S. an...

FB Facebook Class ... (Technology)

Facebook Inc: 1 director

A director at Facebook Inc sold 154,600 shares at 352.753USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 05 20

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.7x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about sustaining ad pricing increases, app engagement, and Oculus performance suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain increases in average price per ad, maintain daily and monthly active user growth, a...

Ygal Arounian ... (+2)
  • Ygal Arounian
  • Chad Larkin
Valens Research
  • Valens Research
FB Facebook Class ... (Technology)

FB - Embedded Expectations Analysis - 2021 02 12

Facebook, Inc. (FB:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.4x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm. Although management's concerns about WhatsApp competition, DAU declines, and regulatory headwinds suggest the potential for near-term headwinds, market expectations are too bearish, and long-term equity upside is likely Specifically, management may lack confidence in their ability to sustain net income growth, manage costs, and mitigate daily active user (DAU) declines in the U.S. an...

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