Sven Carlin on META
Sven Carlin on Meta (META): the quotes, dated.
5 dated quotes about Meta stock (META), selected from all 341 Sven Carlin videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with META’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- META close, 2026-10-19
- $705.44
- Price since the first forecast, Apr 2, 2026
- +22.8%
- S&P 500 (SPY), same period
- +16.9%
- vs the S&P 500
- +5.9 pp
- Latest stance, Oct 4, 2026
- Valuation view
- Mentions found
- 118 in 47 of 341 videos
The short version
In March 2026 Sven Carlin called Meta Platforms cheap after adjusting for a tax provision, at 30 earnings per share, but named capex the elephant in the room and questioned whether it would bring returns. In April 2026 they said a market re-pricing could bring a 50% gain and that the stock looked interesting for a portfolio. In July 2026 they called it a buy relative to hyperscalers, at 17 versus 30. In August 2026 they warned that Meta's capex of 10x cloud revenues, including circular financing, was very dangerous. In October 2026 they placed it perhaps riskier than the market but with a return near 10%.
Summary of the quotes on this page. Updated .
What Sven Carlin said last · Oct 4, 2026
Valuation view
“So I have to put it here as perhaps a little bit riskier than the market but way better return getting into 10%. I might not like Mark but it is what it is from that price perspective.”
Bullish call · Price rose
The price rose since the first bullish quote.
META from to . Price movement, not the creator’s realized return.
Price up since 4 of 5 quotes · Stock ahead of SPY: 3 of 5
Leaderboard result: Beat the market (6 months, → ). How it is scored
Sven Carlin’s price target and valuation calls on META
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
So I have to put it here as perhaps a little bit riskier than the market but way better return getting into 10%. I might not like Mark but it is what it is from that price persp…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
META · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $734 |
| 2025-10-31 | $648 |
| 2025-11-28 | $648 |
| 2025-12-31 | $660 |
| 2026-01-30 | $717 |
| 2026-02-27 | $648 |
| 2026-03-31 | $572 |
| 2026-04-30 | $612 |
| 2026-05-29 | $633 |
| 2026-06-30 | $563 |
| 2026-07-31 | $557 |
| 2026-08-31 | $572 |
| 2026-09-30 | $725 |
| 2026-10-19 | $705 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
META · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $734 |
| 2025-10-31 | $648 |
| 2025-11-28 | $648 |
| 2025-12-31 | $660 |
| 2026-01-30 | $717 |
| 2026-02-27 | $648 |
| 2026-03-31 | $572 |
| 2026-04-30 | $612 |
| 2026-05-29 | $633 |
| 2026-06-30 | $563 |
| 2026-07-31 | $557 |
| 2026-08-31 | $572 |
| 2026-09-30 | $725 |
| 2026-10-19 | $705 |
What Sven Carlin said, when
- 1
— Risk acknowledged
14:06 “Okay, it's still cheap when we adjust for this uh beautiful bill provision, 30 earnings per share. Okay, but this is now the elephant in the room, the CAPEX. Will it lead to returns? We will see”
He was discussing Bill Ackman buying Facebook based on AI, and then adjusting the company's earnings for a one-off tax provision.
- 2
— Named as a pick
5:55 “If the market re-prices this at any point in time, you can have a 50% up easily over time. Looks like already something interesting for a portfolio.”
He had just estimated that Meta could return about 10% a year over 10 years at a P/E ratio of 25, after the stock fell.
- 3
— Named as a pick
9:40 “It is priced on the cheaper side of the hyperscalers. So, from a relative perspective, it is certainly a buy. 17 versus 30 looks really good.”
He was going through the bull and bear cases for Meta, including its ongoing capital spending.
- 4
— Risk acknowledged
9:38 “Meta 10x. They are spending x times their cloud revenues on capex, including circular financing. This is something very, very dangerous.”
He was comparing how much each hyperscaler spends on capex relative to its cloud revenue.
- 5
— Valuation view
19:16 “So I have to put it here as perhaps a little bit riskier than the market but way better return getting into 10%. I might not like Mark but it is what it is from that price perspective.”
He was placing Meta on his October value investing quadrant after a calculation using 8% growth.
No quote added since · 12 later videos from Sven Carlin · covers videos through
Other creators on META
- Daniel PronkHold, bullish-2.7%
- Jeremy LefebvreRisk acknowledged-7.3%
- Joseph CarlsonHold, bullish+10.9%
- Everything MoneyRisk acknowledged-3.8%
- Adam KhooDisclosed holding+26.7%
- Business with BrianValuation view+4.8%
More from Sven Carlin
All 10 companies →- Adobe ADBERisk acknowledged-0.9%
- Nike NKEAvoid-38.8%
- Berkshire BRK-BValuation view+10.6%
- Microsoft MSFTValuation view+44.1%
- Alibaba BABAConditional+14.2%
- Alphabet GOOGLAvoid+43.9%
How to read this
Quotes are short excerpts from Sven Carlin's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is META's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-19. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 341 of 341 videos published since 2025-09-10 covered; 118 Meta Platforms mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Sven Carlin. Request a correction or removal