Added to YB: 2025-08-04
Pitch date: 2025-07-31
META [neutral]
Meta Platforms, Inc.
-15.26%
current return
Author Info
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Company Info
Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables worldwide.
Market Cap
$1.6T
Pitch Price
$760.22
Price Target
N/A
Dividend
0.32%
EV/EBITDA
16.25
P/E
28.84
EV/Sales
8.72
Sector
Interactive Media and Services
Category
growth
Meta: 2Q25 Business Update
META (earnings update): Stellar Q2 with revenue +22% y/y, operating margins +500bps to 43%, EPS +38%. AI driving ad efficiency (+3-5% conversions) and engagement (+5-6% time spent). Concerns: Reality Labs losing $4.5B/quarter, massive $16.5B capex reducing FCF to $4.2B (only 23% of net income), Meta AI faces tough competition.
Read full article (4 min)