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Added to YB: 2026-02-04

Pitch date: 2026-02-02

META [neutral]

Meta Platforms, Inc.

-8.85%

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 (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally.

Market Cap

$1.6T

Pitch Price

$707.37

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

Show full summary:
META | Meta Q4 2025 Earnings Highlights

META (earnings): Ad business drives 24% revenue growth to $59.9B, proving AI monetization works. Massive $115-135B 2026 CapEx for AGI moat building despite Reality Labs $6B loss. Mgmt promises 2026 operating profit growth above 2025 levels. Trading 26.6x forward P/E vs peers 32-35x. Target $790.

Read full article (8 min)