Added to YB: 2025-11-19
Pitch date: 2025-10-01
META [bullish]
Meta Platforms, Inc.
-10.84%
current return
Author Info
No bio for this author
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
$722.58
Price Target
1.3K (+94%)
Dividend
0.32%
EV/EBITDA
16.25
P/E
28.84
EV/Sales
8.72
Sector
Interactive Media and Services
Category
growth
2025-08-17 Meta Platforms Inc [NASDAQ: META ] (Cyrus Tan)
META: AI-driven ad efficiency now outpacing impression growth, enabling pricing power & 34% op margins. WhatsApp 3B MAUs early monetization stage targeting $6B+ rev by FY28. Record $64-72B FY25 AI capex builds foundation for GenAI monetization. Price target $1,251 (64% upside) on 42x FY26 EPS.
Read full article (10 min)