My Favorite 10 Investments for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 19 2025
0mins
Should l Buy META?
Source: NASDAQ.COM
Market Performance: Wall Street has seen significant gains in 2025, with the Dow Jones, S&P 500, and Nasdaq up 14%, 16%, and 20% year-to-date, respectively, while the author remains focused on long-term investments despite being a net seller of stocks.
Top Holdings and Strategies: The author emphasizes the strength of their top 10 holdings, which account for over 81% of their portfolio, and highlights companies like SSR Mining and Teva Pharmaceutical as key players benefiting from market trends and strategic shifts.
Investment in ETFs and Cash Management: The author utilizes the iShares 0-3 Month Treasury Bond ETF for cash management, achieving a better yield compared to traditional brokerage cash accounts, while maintaining a long-term investment strategy.
Growth Potential in Digital Advertising: Companies like Meta Platforms, PubMatic, Pinterest, and PayPal are noted for their strong positions in digital advertising, with potential for growth despite current market challenges, showcasing the importance of advertising revenue in their business models.
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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: 634.530
Low
655.15
Averages
824.71
High
1117
Current: 634.530
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.
Meta to Release Q1 2026 Financial Results on April 29
- Earnings Release Schedule: Meta Platforms, Inc. will release its Q1 2026 financial results after market close on April 29, 2026, which is expected to influence investor sentiment.
- Conference Call Timing: The company will hold a conference call at 2:30 p.m. PT (5:30 p.m. ET) on the same day to discuss its financial results, enhancing transparency and investor communication.
- Webcast Access: Investors can access the live webcast of the call through the Meta Investor Relations website, ensuring timely information dissemination and broad coverage.
- Disclosure Channels: Meta utilizes various social media platforms and its official websites for information disclosure, complying with regulatory requirements and enhancing company transparency and public trust.
See More
Republicans Launch Tax Ad Campaign Amid Economic Concerns
- Ad Campaign Launch: The National Republican Congressional Committee has initiated a digital ad campaign in 14 competitive congressional districts across 11 states, promoting tax relief measures from the 2025 GOP tax bill to bolster voter support for Republicans.
- Tax Policy Promotion: The ads highlight proposals such as no tax on tips and no tax on overtime, with NRCC spokesperson stating this effort is a response to Democrats' perceived squeezing of working Americans, aiming to showcase tangible tax relief benefits for families.
- Election Context Analysis: With the midterm elections approaching, economic issues are at the forefront, as Trump's economic approval rating has hit a career low, and Democrats are given an 86% chance of winning the House, presenting significant challenges for Republicans.
- Impact of Gas Prices and Inflation: The onset of the Iran war has caused gas prices to soar above $4 per gallon, with inflation spiking in March, prompting Democrats to launch their own ad campaigns targeting Republican economic management, highlighting the critical impact of economic issues on voters.
See More
CoreWeave Secures Major Deals with Meta and Anthropic
- Stock Surge: CoreWeave's shares have soared over 50% in April, primarily driven by a multi-year agreement with Anthropic and an expanded deal with Meta Platforms, indicating strong market confidence in its future growth.
- Record Sales Backlog: As of FY25, CoreWeave's sales backlog reached $66.8 billion, marking a historic high that reflects robust demand and growth potential in the high-performance cloud services market.
- Deepening Strategic Partnerships: The long-term agreement with Meta Platforms is expected to provide CoreWeave with approximately $21 billion in AI cloud capacity support, further solidifying their partnership and driving Meta's ongoing development in AI.
- Capital Expenditure Pressure: Although the near-term EPS outlook is pressured by high capital expenditures, these investments are viewed as foundational for future growth, indicating CoreWeave's long-term strategic focus on building AI infrastructure.
See More
US Blockade of Strait of Hormuz Strains Relations with China and India
- Strained US-China Relations: The US blockade of the Strait of Hormuz not only intensifies pressure on Iran but also risks destabilizing the fragile relationship with China, particularly with a summit between Trump and Xi Jinping approaching, which could impact economic cooperation and strategic stability.
- Rising Energy Risks for India: After resuming oil and gas imports from Iran, India faces a conflict between US policy and its economic interests, especially regarding energy supply vulnerabilities, which may lead to further deterioration in relations with Washington.
- China's Resilience: Despite the energy shock, China's substantial oil stockpiles and diversified energy mix allow it to manage the situation relatively well, with expectations that it can compensate for lost Iranian oil through alternative sources and increased coal usage.
- India's Strategic Shortcomings: India's lack of strategic reserves for liquefied petroleum gas poses significant economic risks, particularly if Middle Eastern supplies are disrupted, potentially leading to shortages for households and businesses, which could affect social stability.
See More
Broadcom and Meta Forge Key Partnership
- Stock Surge: Broadcom (AVGO) shares rose 3.2% in after-hours trading on Tuesday, extending a strong six-session winning streak, primarily driven by the expanded agreement with Meta, indicating market optimism about its future growth prospects.
- AI Chip Collaboration: Broadcom will produce AI chips (MTIA) for Meta under a deal lasting until 2029, with an initial commitment of over 1 gigawatt of computing capacity, laying the foundation for Meta's AI data centers and further solidifying Broadcom's market position in the AI sector.
- Executive Transition: Broadcom CEO Hock Tan will step down from Meta's board and become an advisor, guiding Meta on custom silicon and infrastructure investments, a shift that could influence Meta's technological strategy moving forward.
- Positive Market Sentiment: According to Stocktwits, retail sentiment for AVGO remains 'extremely bullish', reflecting investor confidence in Broadcom's future performance, especially as the stock approaches the critical $400 resistance level.
See More
U.S.-Iran Negotiation Optimism Fuels Stock Market Rally
- Stock Market Surge: The S&P 500 index has rallied for nine out of the last ten trading sessions, nearing its all-time high, driven by investor optimism regarding U.S.-Iran negotiations, indicating strong confidence in future economic recovery.
- Strait of Hormuz Blockade: President Trump announced a new blockade of the Strait of Hormuz, impacting about 20% of global oil supply, with over 10,000 U.S. military personnel and several warships enforcing it, further complicating the uncertain situation in the Middle East.
- Aviation Industry Crisis: Experts warn that if the blockade persists, Europe's airline industry could face a
See More
Meta to Release Q1 2026 Financial Results on April 29
- Earnings Release Schedule: Meta Platforms, Inc. will release its Q1 2026 financial results after market close on April 29, 2026, which is expected to influence investor sentiment.
- Conference Call Timing: The company will hold a conference call at 2:30 p.m. PT (5:30 p.m. ET) on the same day to discuss its financial results, enhancing transparency and investor communication.
- Webcast Access: Investors can access the live webcast of the call through the Meta Investor Relations website, ensuring timely information dissemination and broad coverage.
- Disclosure Channels: Meta utilizes various social media platforms and its official websites for information disclosure, complying with regulatory requirements and enhancing company transparency and public trust.
See More
Republicans Launch Tax Ad Campaign Amid Economic Concerns
- Ad Campaign Launch: The National Republican Congressional Committee has initiated a digital ad campaign in 14 competitive congressional districts across 11 states, promoting tax relief measures from the 2025 GOP tax bill to bolster voter support for Republicans.
- Tax Policy Promotion: The ads highlight proposals such as no tax on tips and no tax on overtime, with NRCC spokesperson stating this effort is a response to Democrats' perceived squeezing of working Americans, aiming to showcase tangible tax relief benefits for families.
- Election Context Analysis: With the midterm elections approaching, economic issues are at the forefront, as Trump's economic approval rating has hit a career low, and Democrats are given an 86% chance of winning the House, presenting significant challenges for Republicans.
- Impact of Gas Prices and Inflation: The onset of the Iran war has caused gas prices to soar above $4 per gallon, with inflation spiking in March, prompting Democrats to launch their own ad campaigns targeting Republican economic management, highlighting the critical impact of economic issues on voters.
See More
CoreWeave Secures Major Deals with Meta and Anthropic
- Stock Surge: CoreWeave's shares have soared over 50% in April, primarily driven by a multi-year agreement with Anthropic and an expanded deal with Meta Platforms, indicating strong market confidence in its future growth.
- Record Sales Backlog: As of FY25, CoreWeave's sales backlog reached $66.8 billion, marking a historic high that reflects robust demand and growth potential in the high-performance cloud services market.
- Deepening Strategic Partnerships: The long-term agreement with Meta Platforms is expected to provide CoreWeave with approximately $21 billion in AI cloud capacity support, further solidifying their partnership and driving Meta's ongoing development in AI.
- Capital Expenditure Pressure: Although the near-term EPS outlook is pressured by high capital expenditures, these investments are viewed as foundational for future growth, indicating CoreWeave's long-term strategic focus on building AI infrastructure.
See More
US Blockade of Strait of Hormuz Strains Relations with China and India
- Strained US-China Relations: The US blockade of the Strait of Hormuz not only intensifies pressure on Iran but also risks destabilizing the fragile relationship with China, particularly with a summit between Trump and Xi Jinping approaching, which could impact economic cooperation and strategic stability.
- Rising Energy Risks for India: After resuming oil and gas imports from Iran, India faces a conflict between US policy and its economic interests, especially regarding energy supply vulnerabilities, which may lead to further deterioration in relations with Washington.
- China's Resilience: Despite the energy shock, China's substantial oil stockpiles and diversified energy mix allow it to manage the situation relatively well, with expectations that it can compensate for lost Iranian oil through alternative sources and increased coal usage.
- India's Strategic Shortcomings: India's lack of strategic reserves for liquefied petroleum gas poses significant economic risks, particularly if Middle Eastern supplies are disrupted, potentially leading to shortages for households and businesses, which could affect social stability.
See More
Broadcom and Meta Forge Key Partnership
- Stock Surge: Broadcom (AVGO) shares rose 3.2% in after-hours trading on Tuesday, extending a strong six-session winning streak, primarily driven by the expanded agreement with Meta, indicating market optimism about its future growth prospects.
- AI Chip Collaboration: Broadcom will produce AI chips (MTIA) for Meta under a deal lasting until 2029, with an initial commitment of over 1 gigawatt of computing capacity, laying the foundation for Meta's AI data centers and further solidifying Broadcom's market position in the AI sector.
- Executive Transition: Broadcom CEO Hock Tan will step down from Meta's board and become an advisor, guiding Meta on custom silicon and infrastructure investments, a shift that could influence Meta's technological strategy moving forward.
- Positive Market Sentiment: According to Stocktwits, retail sentiment for AVGO remains 'extremely bullish', reflecting investor confidence in Broadcom's future performance, especially as the stock approaches the critical $400 resistance level.
See More
U.S.-Iran Negotiation Optimism Fuels Stock Market Rally
- Stock Market Surge: The S&P 500 index has rallied for nine out of the last ten trading sessions, nearing its all-time high, driven by investor optimism regarding U.S.-Iran negotiations, indicating strong confidence in future economic recovery.
- Strait of Hormuz Blockade: President Trump announced a new blockade of the Strait of Hormuz, impacting about 20% of global oil supply, with over 10,000 U.S. military personnel and several warships enforcing it, further complicating the uncertain situation in the Middle East.
- Aviation Industry Crisis: Experts warn that if the blockade persists, Europe's airline industry could face a
See More
