Dec. 20 at 8:55 PM
$META and
$AMZN have been the laggards over the past few months, while
$GOOGL and
$TSLA have undeniably been the outperformers lately.
However, heading into 2026, I believe both Meta and Amazon are set up for a meaningful rerating, as they are currently trading at just 14x forward P/OCF.
META | With 40.1% operating margins, Meta is growing revenue at 26.1% YoY. As we move into 2026, the company should continue to drive ad revenue across its Family of Apps, supported by more than 3.5B daily active users.
AMZN | Amazon is the robotics play for 2026 and also the largest hyperscaler in the world, growing at 20% YoY with 34.7% operating margins. I believe this is the cheapest Mag7 stock given its long-term trajectory across e-commerce, advertising, and infrastructure.
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