It’s been a rollercoaster year for Meta stock, no question. The metaverse vision is still burning cash, and user growth on Facebook has plateaued in certain markets. But I’m not throwing in the towel. As someone who’s watched this company adapt time and time again, I believe there’s another act waiting in the wings.
I found an interesting The Information article that dives into Meta’s Reality Labs spending. Yes, they’re hemorrhaging money, but the progress in VR/AR tech is notable. The Quest headsets are popular with early adopters, and enterprise solutions might unlock new revenue streams. Think remote training, VR workspaces, and immersive marketing experiences.
Regulatory hurdles remain. Meta’s approach to privacy and data handling has often drawn fire. But as they retool and pivot, there’s a chance they’ll address those concerns in a more fundamental way. The success of Reels on Instagram also shows they can still innovate and keep up with trends. Meanwhile, their advertising engine remains strong enough to fund these bets on the future.
I’m continuing to hold, albeit with eyes wide open. The stock might stay volatile for a while. But if you have the stomach for it, Meta could look like a bargain a few years down the road—especially if the metaverse concept starts showing real-world returns.