Professional
Added to YB: 2025-08-05
Pitch date: 2025-08-01
META [neutral]
Meta Platforms, Inc.
-15.18%
current return
Author Info
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
$759.49
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 Platforms (META) 2Q25: SuperMetalligence
META (earnings update): Strong Q2 w/ rev +22% YoY, op income +38%, EPS +38%. Q3 guide +17-24% YoY. Core AI driving 6% DAU growth & higher engagement despite 3.5B users. Concern: FCF margin falling to 18% w/ capex exploding to $100B by 2026 for 'superintelligence' pursuit. Low-teens ROIIC acceptable but risk of irrational spending if results disappoint.
Read full article (7 min)