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ANALYST SAYS SHE LIKES META PLATFORMS (META) VALUATION AMID ‘DECADE OF EFFICIENCY’

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✍️ Meta Platforms, Inc. (NASDAQ:META) is a stock that has been gaining attention due to its increasing efficiency and margins, with analysts predicting further growth.

👉 Meta Platforms, Inc. (NASDAQ:META) is growing 20% 👉 Operating margins expanded 500 basis points last quarter 👉 The company has a large, installed data center footprint 👉 Meta has expanded dramatically over the past several years 👉 The company has managed to take annual gross cash lows from $29 billion in 2019 to $82 billion in 2024

-- #StephanieLink #business

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Stephanie Link business mainstream:perspective

11/1/2025

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ANALYST SAYS THIS IS A TOP DATA CENTER STOCK AMID ‘RECORD’ ORDERS, $8.5 BILLION BACKLOG

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✍️ Vertiv Holdings Co (NYSE:VRT) is a trending analyst call, with Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, making bullish comments about the company's strong data center play.

👉 Vertiv Holdings Co (NYSE:VRT) is a trending analyst call 👉 Stephanie Link believes Vertiv is a strong data center play 👉 Capex is expected to grow 50% between 2025 and 2029 👉 Backlog of 8.5 billion 👉 Book-to-bill ratio of 1.2 times 👉 Record orders of 3.22 billion, rising 25% year-over-year last quarter 👉 Operating margins expected to accelerate from this quarter going forward, targeting 25% by 2028

-- #StephanieLink #business

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Layer3.news

✍️ Meta Platforms, Inc. (NASDAQ:META) is a stock that has been gaining attention due to its increasing efficiency and margins, with analysts predicting further growth.

-- #StephanieLink #business

✍️ Vertiv Holdings Co (NYSE:VRT) is a trending analyst call, with Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, making bullish comments about the company's strong data center play.

-- #StephanieLink #business

✍️ Apple Inc. (NASDAQ:AAPL) is expected to not have a "super cycle" with the release of iPhone 17, according to Stephanie Link, Chief Investment Strategist at Hightower Advisors.

-- #StephanieLink #China #business

✍️ Broadcom Inc (NASDAQ:AVGO) is a stock that analysts consider cheap, with a strong guidance and a backlog of $31 billion.

-- #StephanieLink #business

✍️ Some long-term UnitedHealth Group investors are putting their faith in the return of CEO Stephen Hemsley, who has a proven track record and a new management team to deliver a turnaround for the Optum health services business.

-- #StephenHemsley #WarrenBuffett #BillSmead #KevinGade #PatrickConway #WayneDeVeydt #JimLebenthal #StephanieLink #JamesHarlow #NewYork #Bengaluru #business

✍️ Some long-term UnitedHealth Group investors are optimistic about the return of CEO Stephen Hemsley, who has a proven track record and a new management team, to deliver a turnaround for the Optum health services business.

-- #StephenHemsley #WarrenBuffett #BillSmead #KevinGade #PatrickConway #WayneDeVeydt #JimLebenthal #StephanieLink #JamesHarlow #NewYork #Bengaluru #business

✍️ The upcoming release of the September consumer price index report is expected to have a significant impact on the stock market, despite the government shutdown affecting data reliability.

-- #TroyLudtka #VishalKhanduja #JulienLafargue #StephanieLink #WestMilton,Ohio,US #business

✍️ Wells Fargo & Company (NYSE:WFC) is a trending stock with potential for growth, according to experts, but the article suggests that AI stocks may hold greater promise.

-- #StephanieLink #business

✍️ Equities traders expect to shrug off stubborn inflation in Friday's consumer price index report, anticipating an expected Federal Reserve interest-rate cut next week.

-- #AndrewTyler #StephanieLink #SameerSamana #MattMaley #CaylaSeder #GavinNewsom #DonaldTrump #Arizona #Chicago #SouthKorea #Washington #Cancún #business

✍️ JPMorgan Chase & Co. (NYSE:JPM) is a trending stock that has recently reported strong quarterly results, with its stock up 28% and its business performing well across various segments.

-- #StephanieLink #business

✍️ DR Horton Inc (NYSE:DHI) is a trending stock this week, according to Hightower Advisors' chief investment strategist Stephanie Link, who expects a bullish housing cycle amid declining interest rates and a shortage of homes in the US.

-- #StephanieLink #business

✍️ Broadcom Inc. (AVGO) is a stock that analysts are talking about as an AI investment, with its stock price increasing from $221 to $336.

-- #StephanieLink #business

✍️ Capital One Financial Corporation (NYSE:COF) is a stock that Wall Street is watching, particularly after its acquisition of Discover Financial. The company's dividend yield is around 1% and its stock is considered 'very cheap' at 14 times forward estimates.

-- #StephanieLink #RichardFairbank #McLean,Virginia #business

✍️ Palo Alto Networks, Inc. (NASDAQ:PANW) is a leading cybersecurity platform that has leveraged its position in firewalls to build strong positions in emerging segments such as SASE, SIEM, and cloud security.

-- #StephanieLink #business

✍️ CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company that Wall Street is watching due to its growth potential and industry trends.

-- #StephanieLink #business

✍️ Wall Street analysts are bullish on QXO, Inc. (NYSE:QXO) due to its strong leadership, acquisitions, and technology

-- #StephanieLink #BradJacobs #business

✍️ Aptiv PLC (NYSE:APTV) is a stock that analysts are talking about, with one analyst liking the stock due to its expansion mode and spin-off of its software business.

-- #StephanieLink #AdamNowakowski #business

✍️ Snowflake Inc. (NYSE:SNOW) is a stock to watch in September, with its earnings growth and momentum due to AI and data centers making it a bullish pick.

-- #StephanieLink #SridharRamaswamy #Frank #business

✍️ The S&P 500 is having a rough start to September, historically its weakest month, but investing pros suggest buying dips, diversifying into bonds, and focusing on large-cap names.

-- #AdamTurnquist #MikeWilson #JeremySiegel #StephanieLink #TorstenSløk #RyanDetrick #business

✍️ Hightower Advisors is launching a centralized investment management platform and hiring Randy Bullard, a State Street alum, to lead it.

-- #LarryRestieri #RandyBullard #StephanieLink #ScottHadley #ScottHolsopple #JennAnderson #BobOros #business

✍️ Vertiv Holdings Co (NYSE:VRT) is a data center infrastructure equipment and services provider that has been impacted by concerns over a near-term slowdown in orders for its cooling systems.

-- #StephanieLink #business

✍️ D.R. Horton, Inc. (NYSE:DHI) is a housing stock that could benefit from potential rate cuts and is considered a cheap investment opportunity.

-- #StephanieLink #business

✍️ Chevron's acquisition of Hess solves its growth problem by gaining access to Guyana's rich offshore oilfields, which holds at least 11 billion barrels of oil equivalent.

-- #SheilaDang #MikeWirth #DavidByrns #StephanieLink #JohnGerdes #Houston #Guyana #Kazakhstan #business

✍️ The Dow Jones Industrial Average gained over 500 points as investors reacted to the US jobs report and the cooling of the public spat between President Trump and Elon Musk.

-- #DonaldTrump #ElonMusk #StephanieLink #business

✍️ Meta Platforms, Inc. (NASDAQ:META) has reported strong Q1 results, with CEO Mark Zuckerberg delivering and executing well, according to Stephanie Link, Chief Investment Strategist at Hightower Advisors.

-- #MarkZuckerberg #StephanieLink #business

✍️ Stephanie Link, a frequent guest on CNBC, suggests that investors should not buy Apple Inc. stock due to its high valuation and declining iPhone sales.

-- #StephanieLink #ScottWapner #business

✍️ Nvidia's stock rose slightly in premarket trading ahead of its earnings report, with concerns about China sales restrictions weighing on the stock.

-- #StephanieLink #AngelaZino #business

✍️ Amazon and Meta reported strong financial results, according to Stephanie Link, Head of Investment Solutions at Hightower Advisors.

-- #StephanieLink #business

✍️ Well-known investor Stephanie Link is bullish on Broadcom Inc. (AVGO) stock due to its diversified revenue sources and recent buyback announcement.

-- #StephanieLink #business

✍️ Meta Platforms, Inc. (META) reported strong quarterly financial results, driven by its use of AI, according to investor Stephanie Link.

-- #StephanieLink #business

✍️ Jim Cramer discussed Quanta Services, Inc. (NYSE:PWR) on Mad Money, praising its performance and long-term potential.

-- #JimCramer #StephanieLink #business

✍️ The article discusses the performance of International Business Machines Corporation (IBM) and its potential for share price appreciation in the next 12 months.

-- #LaurenGoodwin #StephanieLink #WamsiMohan #business

✍️ The article discusses the performance of Walmart Inc. (WMT) in the context of the Dow Jones Industrial Average (DJIA) and its potential for share price appreciation in the next 12 months.

-- #LaurenGoodwin #StephanieLink #DavidBellinger #business

✍️ The article discusses the performance of Amgen Inc. (NASDAQ:AMGN) and its potential for share price appreciation in the next 12 months, as part of a list of the best and worst Dow stocks.

-- #LaurenGoodwin #StephanieLink #business

✍️ The article discusses the performance of Honeywell International Inc. (NASDAQ:HON) and its potential for share price appreciation in the next 12 months, amidst market volatility.

-- #LaurenGoodwin #StephanieLink #TonyBancroft #business

✍️ The article discusses the performance of The Travelers Companies Inc. (NYSE:TRV) and its potential upside in the next 12 months, amidst market volatility and economic uncertainties.

-- #LaurenGoodwin #StephanieLink #AdamKlauber #MeyerShields #business

✍️ The article discusses the performance of The Goldman Sachs Group Inc. (NYSE:GS) and its potential for share price appreciation in the next 12 months.

-- #LaurenGoodwin #StephanieLink #EbrahimPoonawala #DanielFannon #business

✍️ The article discusses the performance of McDonald's Corp. (NYSE:MCD) in the Dow Jones Industrial Average (DJIA) and its potential for share price appreciation in the next 12 months.

-- #LaurenGoodwin #StephanieLink #BrianHarbour #business

✍️ Johnson & Johnson's (JNJ) performance is analyzed against other Dow stocks for the next 12 months, considering its earnings resilience, competitive advantages, and exposure to long-term growth themes.

-- #LaurenGoodwin #StephanieLink #business

✍️ The article discusses the performance of The Home Depot Inc. (NYSE:HD) in the context of the Dow Jones Industrial Average (DJIA) and its potential for share price appreciation in the next 12 months.