Famous Wall Street Tech Analyst Names Meta and Amazon the Best Magnificent 7 Stock Buys Today

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Danielle Liverance

Fri, June 19, 2026 astatine 11:52 AM CDT 5 min read

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Evercore ISI caput of Internet probe Mark Mahaney calls Meta Platforms (META) and Amazon (AMZN) 3-year trough buys contempt META's 33% gross maturation and AWS hitting its fastest maturation gait successful 15 quarters.
Every Mag 7 sanction has trailed SPY this past month, but Mahaney excludes Alphabet (GOOGL) due to the fact that it lacks the valuation dislocation his DHQ model requires.
CapEx peaking and escaped currency travel turning affirmative are the catalysts, with Mahaney noting chips lasting longer than expected arsenic an aboriginal supportive signal. Watch for Meta to perchance transcript SpaceX's (SPCX) caller determination of renting retired excess compute capacity. If that happens, shares could re-rate quickly.
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Evercore ISI's caput of net probe Mark Mahaney has a contrarian connection for investors who've watched the Magnificent 7 lag the broader market. On CNBC's "Closing Bell Overtime" connected June 18, 2026, with big Liz Young and co-host Mike Santoli, Mahaney named Meta Platforms (NASDAQ:META) and Amazon (NASDAQ:AMZN) his apical buys wrong the group, arguing some names are trading astatine 3-year trough multiples that acceptable his "dislocated high-quality" (DHQ) framework.

Here's a shocker: Every Mag 7 sanction has trailed the S&P 500 implicit the past month, with SPY up 1.77% implicit that agelong portion META fell 4.13% and AMZN dropped 5.76%. Mahaney attributed the unit to 3 forces: capitalist reluctance to money the beforehand extremity of a monolithic AI concern cycle, the unprecedented standard of superior spending ("Nobody's talked astir spending $200 cardinal a twelvemonth connected CapEx"), and a "capital suck" from upcoming IPOs pulling dollars from incumbent positions. Santoli added that Goldman Sachs has flagged caller shorts successful the radical backing different hedge money positions.

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Meta: A Subscription Story Hiding successful an Ad Stock

Meta is the cleanest look of Mahaney's thesis. The banal closed astatine $577.22, good disconnected its 52-week precocious of $793.65, with a guardant P/E of astir 18x. Our interior exemplary carries a 1-year people adjacent $816, and the sell-side statement sits astatine $827.32 with 8 beardown buys, 49 buys, 7 holds, and zero merchantability ratings.

Meta's fundamentals don't suggest a breached business. Q1 2026 delivered EPS of $10.44 against a $6.66 consensus, with gross up 33.08% twelvemonth implicit twelvemonth to $56.31 cardinal and advertisement impressions up 19%. You tin verify the results straight successful the Q1 2026 net merchandise filed with the SEC. CEO Mark Zuckerberg framed the 4th astir "the merchandise of our archetypal exemplary from Meta Superintelligence Labs".

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