Malik Ahmed Khan, CFA

We think Meta stock is moderately undervalued.

We think Alphabet stock is fairly valued.

We think Meta stock is moderately undervalued.

We maintain our fair value estimate for Meta stock.

Our update on select stocks from the Software - Infrastructure industry.

We maintain our fair value estimate for Snapchat stock.

We think Alphabet stock is fairly valued.

We think Meta stock is moderately undervalued.

Here’s a wide-moat company with strong secular tailwinds in a promising industry—and an attractive stock price, too.

Manus’ automation-led prowess is likely to be a key piece of Meta’s next AI model launch.

We think Alphabet is exceptionally well positioned in everything AI.

We think Alphabet stock is moderately undervalued.

We think Meta Platforms stock is fairly valued.

We see Alphabet stock as undervalued.

We think the market’s reaction is overblown.

With strong ad spending and expanding margins, here’s what we think of Meta stock.

Firm is exceptionally well-placed to benefit from increased digital ad spending on social networks.

Watching AI monetization, Reels profitability, and Reality Labs spending, here’s what we think of Meta stock.

We continue to view Alphabet stock as materially undervalued.

We believe the market had largely priced in an adverse decision in this case.

We continue to view the firm as materially undervalued.

Q4 figures ahead of estimates, Google Cloud sales set to accelerate.

With significant ad-monetization growth, and development in generative AI tools, here’s what we thought of Boeing’s stock

Facebook and Instagram owner carefully leveraging its artificial intelligence investments, looking to challenge DeepSeek threat.

We remain optimistic about the firm’s long-term growth opportunity even after the summer IT outage.