Meta Plans to Re-enter Stablecoin Market by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy META?
Source: seekingalpha
- Stablecoin Market Re-entry: Meta plans to re-enter the stablecoin market in the second half of 2026, four years after its Libra/Diem initiative was shut down, indicating the company's ongoing interest in digital currencies despite previous regulatory failures.
- Cautious Strategic Shift: This time, Meta adopts a more cautious approach by relying on established stablecoin operators to embed digital dollar payments, thereby avoiding the compliance burdens associated with running its own cryptocurrency network, which reduces potential risks.
- Partner Selection: Meta has sent out product requests to third-party firms, with Stripe emerging as a frontrunner due to its stablecoin infrastructure acquisition and ties with Meta executives, indicating that Meta aims to achieve stablecoin integration at arm's length.
- Multi-Platform Integration: The new wallet will target Facebook, Instagram, and WhatsApp, aiming to provide users with dollar-pegged token payment functionalities, thereby enhancing Meta's competitiveness in the social media payment landscape.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 637.250
Low
655.15
Averages
824.71
High
1117
Current: 637.250
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Analysis of Meta Platforms' Stock Underperformance
- Strong Revenue Growth: Meta's fourth-quarter revenue surged 24% year-over-year to $59.9 billion in 2025, yet the stock fell 3%, indicating investor concerns over the company's spending plans that could impact future shareholder confidence.
- Advertising Business Remains Profitable: The advertising segment generated $30.8 billion in operating income in Q4, despite a $6 billion loss from the Reality Labs division, demonstrating the resilience of Meta's core business amidst financial pressures.
- Significant Increase in Capital Expenditures: Meta anticipates capital expenditures for 2026 to range from $115 billion to $135 billion, marking a 60% to 90% increase from $72.2 billion in 2025, raising concerns about future profitability and investor sentiment.
- Operating Income Outlook: Despite high expenditures, management expects 2026 operating income to exceed that of 2025, indicating growth potential even with increased spending, but the limited improvement in profitability raises investment risks.
See More
Meta Plans to Revive Stablecoin Efforts with Potential Stripe Partnership
- Stablecoin Revival: Meta Platforms Inc. is reportedly planning to revive its stablecoin efforts later this year, potentially partnering with Stripe Inc. for a pilot, indicating the company's ongoing exploration in the digital payments sector.
- Request for Proposal: Meta has issued a Request for Product (RFP) to third-party vendors to facilitate a payment system pegged to the U.S. dollar, a move that could enhance its competitiveness in the fintech space.
- Technology Integration Plans: The company aims to integrate technology with a vendor to implement the payments system and a new wallet, which not only enhances user experience but also lays the groundwork for future digital currency applications.
- Market Reaction: Despite the new plans, Meta's shares fell over 1% in Tuesday's opening trade, and retail sentiment on Stocktwits trended bearish, reflecting market caution regarding its stablecoin initiatives.
See More
Meta Plans to Re-enter Stablecoin Market by 2026
- Stablecoin Market Re-entry: Meta plans to re-enter the stablecoin market in the second half of 2026, four years after its Libra/Diem initiative was shut down, indicating the company's ongoing interest in digital currencies despite previous regulatory failures.
- Cautious Strategic Shift: This time, Meta adopts a more cautious approach by relying on established stablecoin operators to embed digital dollar payments, thereby avoiding the compliance burdens associated with running its own cryptocurrency network, which reduces potential risks.
- Partner Selection: Meta has sent out product requests to third-party firms, with Stripe emerging as a frontrunner due to its stablecoin infrastructure acquisition and ties with Meta executives, indicating that Meta aims to achieve stablecoin integration at arm's length.
- Multi-Platform Integration: The new wallet will target Facebook, Instagram, and WhatsApp, aiming to provide users with dollar-pegged token payment functionalities, thereby enhancing Meta's competitiveness in the social media payment landscape.
See More
Market Rebounds Ahead of Trump's State of the Union Address
- Market Recovery: Dow Jones futures rebounded on Tuesday, regaining key support levels, indicating a gradual restoration of investor confidence despite Monday's sell-off.
- Futures Movement: S&P 500 and Nasdaq futures also rose, reflecting an overall positive market sentiment, likely influenced by the upcoming State of the Union address by Trump.
- Tariff Uncertainty: The tariff policies mentioned by Trump in his address remain in flux, which could affect market expectations regarding future economic policies, prompting investors to closely monitor developments.
- Geopolitical Tensions: Ongoing tensions between the U.S. and Iran may impact market sentiment, leading investors to adopt a more cautious approach towards risk assets ahead of the State of the Union address.
See More
Futures Rise Ahead of Trump's State of the Union Address
- Market Reaction: Futures rose as President Trump is set to deliver his State of the Union address, indicating investor optimism regarding potential policy directions that could influence short-term market trends.
- Tech Stock Focus: Nvidia's upcoming earnings report is highly anticipated, with analysts expecting strong sales figures that could drive the stock price higher, thereby impacting the overall performance of the tech sector.
- Policy Impact Expectations: Trump's speech may address economic policies and tax reforms, with investors believing these policies could have significant implications for the market, particularly in the tech and financial sectors.
- Investor Sentiment Boost: As the State of the Union approaches, market sentiment appears optimistic, potentially leading to increased capital inflows into the stock market, further driving up futures prices and reflecting confidence in future economic growth.
See More
Trump's State of the Union Address May Trigger Market Volatility
- Tariff Policy Uncertainty: Trump announced the implementation of Section 122 tariffs globally, initially set at 10% but planned to be raised to 15% effective immediately, creating uncertainty that may lead to market volatility and impact investor confidence.
- Market Rebound Drivers: U.S. stocks rebounded on Tuesday with support from software stocks, as the S&P 500 rose by 0.77% and the Nasdaq Composite increased by 1.04%, indicating a gradual recovery in investor confidence towards tech stocks.
- Critical Mineral Resource Race: Governments are accelerating the race to secure critical minerals, with Washington proposing a $12 billion
See More
Analysis of Meta Platforms' Stock Underperformance
- Strong Revenue Growth: Meta's fourth-quarter revenue surged 24% year-over-year to $59.9 billion in 2025, yet the stock fell 3%, indicating investor concerns over the company's spending plans that could impact future shareholder confidence.
- Advertising Business Remains Profitable: The advertising segment generated $30.8 billion in operating income in Q4, despite a $6 billion loss from the Reality Labs division, demonstrating the resilience of Meta's core business amidst financial pressures.
- Significant Increase in Capital Expenditures: Meta anticipates capital expenditures for 2026 to range from $115 billion to $135 billion, marking a 60% to 90% increase from $72.2 billion in 2025, raising concerns about future profitability and investor sentiment.
- Operating Income Outlook: Despite high expenditures, management expects 2026 operating income to exceed that of 2025, indicating growth potential even with increased spending, but the limited improvement in profitability raises investment risks.
See More
Meta Plans to Revive Stablecoin Efforts with Potential Stripe Partnership
- Stablecoin Revival: Meta Platforms Inc. is reportedly planning to revive its stablecoin efforts later this year, potentially partnering with Stripe Inc. for a pilot, indicating the company's ongoing exploration in the digital payments sector.
- Request for Proposal: Meta has issued a Request for Product (RFP) to third-party vendors to facilitate a payment system pegged to the U.S. dollar, a move that could enhance its competitiveness in the fintech space.
- Technology Integration Plans: The company aims to integrate technology with a vendor to implement the payments system and a new wallet, which not only enhances user experience but also lays the groundwork for future digital currency applications.
- Market Reaction: Despite the new plans, Meta's shares fell over 1% in Tuesday's opening trade, and retail sentiment on Stocktwits trended bearish, reflecting market caution regarding its stablecoin initiatives.
See More
Meta Plans to Re-enter Stablecoin Market by 2026
- Stablecoin Market Re-entry: Meta plans to re-enter the stablecoin market in the second half of 2026, four years after its Libra/Diem initiative was shut down, indicating the company's ongoing interest in digital currencies despite previous regulatory failures.
- Cautious Strategic Shift: This time, Meta adopts a more cautious approach by relying on established stablecoin operators to embed digital dollar payments, thereby avoiding the compliance burdens associated with running its own cryptocurrency network, which reduces potential risks.
- Partner Selection: Meta has sent out product requests to third-party firms, with Stripe emerging as a frontrunner due to its stablecoin infrastructure acquisition and ties with Meta executives, indicating that Meta aims to achieve stablecoin integration at arm's length.
- Multi-Platform Integration: The new wallet will target Facebook, Instagram, and WhatsApp, aiming to provide users with dollar-pegged token payment functionalities, thereby enhancing Meta's competitiveness in the social media payment landscape.
See More
Market Rebounds Ahead of Trump's State of the Union Address
- Market Recovery: Dow Jones futures rebounded on Tuesday, regaining key support levels, indicating a gradual restoration of investor confidence despite Monday's sell-off.
- Futures Movement: S&P 500 and Nasdaq futures also rose, reflecting an overall positive market sentiment, likely influenced by the upcoming State of the Union address by Trump.
- Tariff Uncertainty: The tariff policies mentioned by Trump in his address remain in flux, which could affect market expectations regarding future economic policies, prompting investors to closely monitor developments.
- Geopolitical Tensions: Ongoing tensions between the U.S. and Iran may impact market sentiment, leading investors to adopt a more cautious approach towards risk assets ahead of the State of the Union address.
See More
Futures Rise Ahead of Trump's State of the Union Address
- Market Reaction: Futures rose as President Trump is set to deliver his State of the Union address, indicating investor optimism regarding potential policy directions that could influence short-term market trends.
- Tech Stock Focus: Nvidia's upcoming earnings report is highly anticipated, with analysts expecting strong sales figures that could drive the stock price higher, thereby impacting the overall performance of the tech sector.
- Policy Impact Expectations: Trump's speech may address economic policies and tax reforms, with investors believing these policies could have significant implications for the market, particularly in the tech and financial sectors.
- Investor Sentiment Boost: As the State of the Union approaches, market sentiment appears optimistic, potentially leading to increased capital inflows into the stock market, further driving up futures prices and reflecting confidence in future economic growth.
See More
Trump's State of the Union Address May Trigger Market Volatility
- Tariff Policy Uncertainty: Trump announced the implementation of Section 122 tariffs globally, initially set at 10% but planned to be raised to 15% effective immediately, creating uncertainty that may lead to market volatility and impact investor confidence.
- Market Rebound Drivers: U.S. stocks rebounded on Tuesday with support from software stocks, as the S&P 500 rose by 0.77% and the Nasdaq Composite increased by 1.04%, indicating a gradual recovery in investor confidence towards tech stocks.
- Critical Mineral Resource Race: Governments are accelerating the race to secure critical minerals, with Washington proposing a $12 billion
See More
