Added to YB: 2025-08-05
Pitch date: 2025-08-02
META [neutral]
Meta Platforms, Inc.
-15.18%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
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
1.1K (+69%)
Dividend
0.32%
EV/EBITDA
16.25
P/E
28.84
EV/Sales
8.72
Sector
Interactive Media and Services
Category
growth
Meta Q2-25 Earnings Recap
META (earnings update): Impressive Q2 shows +22% revenue growth, +11% ad impressions YoY (highest in a year), +9% price per ad. Re-accelerating impression growth signals platform health, driven by AI investment. FCF dropping through 2026 due to AI capex ($107B), but analysts bullish with PTs $685-$1,086. Hold at 26x 2026 P/E.
Read full article (7 min)