Added to YB: 2025-12-19
Pitch date: 2025-12-18
META [bullish]
Meta Platforms, Inc.
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
$1.6T
Pitch Price
N/A
Price Target
N/A
Dividend
0.32%
EV/EBITDA
16.17
P/E
28.70
EV/Sales
8.68
Sector
Interactive Media and Services
Category
growth
Why Meta Will Outperform in 2026 ($META)
META: AI driving core growth w/ +14% impressions & +10% ad prices simultaneously; cutting 30% Reality Labs opex while boosting AI capex to $70-72B; Threads at 150M DAU, Instagram Reels on TV targeting linear decline; trades 20x 2027 EPS vs Google's 24x despite superior AI momentum.
Read full article (3 min)