Their valuation is falling because someone at Fidelity arbitrarily said so.

Exactly the point being missed by so many people. Engagement stats are far from the only consideration.

and smart money is expecting it to rise once the economy becomes hot and more investors have money to risk on consumer companies.

Source? Unless it’s your opinion. I trust Fidelity’s analysis, not yours. Because Fidelity’s analysis is not arbitrary. They have a methodology. And you don’t.