Added to YB: 2026-02-02
Pitch date: 2026-01-30
META [neutral]
Meta Platforms, Inc.
-9.77%
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 (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally.
Market Cap
$1.6T
Pitch Price
$714.60
Price Target
N/A
Dividend
0.35%
EV/EBITDA
15.41
P/E
27.38
EV/Sales
8.11
Sector
Interactive Media and Services
Category
growth
Meta: 4Q25 Business Update
META (earnings): Strong core biz: +24% revenue, 3.58B DAUs, +18% ad impressions, AI driving engagement (+30% Reels watch time). But costs exploded +40% YOY, 2026 expenses guidance $162-169B (+41%), capex $115-135B means FCF will disappear. Reality Labs losses peak this year then decline. Betting big on AI leadership.
Read full article (11 min)