This Tech Play Joined the Trillionaire Club, and Still Has Room to Rally

Big tech companies have been in the spotlight over a number of their business practices. While the jury is still proverbially out on more regulation for big tech, one judge recently threw out a lawsuit against Facebook (FB).

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  • The lawsuit was an FTC complaint regarding a number of antitrust complaints, given the company’s anti-competitive nature. Shares of the social media firm rallied on the news, allowing the firm to hit a $1 trillion market cap for the first time.

    There’s likely room to run from here. The company’s dominance of social media makes it an advertising powerhouse, with strong revenue growth and a fat 36 percent profit margin.

    While any big tech regulation may end up breaking up the company into a number of potential firms, today’s buyers can play the overall tech firms’ growth in the meantime.

    Action to take: Shares are still attractive near all-time highs, given the company’s 93 percent earnings growth and 48 percent revenue growth. For that kind of growth, shares are somewhat inexpensive at less than 29 times forward earnings.

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  • The November $400 calls, going for about $11.00, after a slight selloff Tuesday offer a leveraged return to further upside in shares. They also stand a good chance of moving in-the-money well before expiration. Traders can likely nab high double-digit returns well before the option expires.

     

    Disclosure: The author of this article has no position in the company mentioned here, but may make a trade after the next 72 hours. The author receives no compensation from any of the companies mentioned in this article.

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