Professional
Added to YB: 2026-02-16
Pitch date: 2026-02-05
META [bullish]
Meta Platforms, Inc.
-3.11%
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
$665.49
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
Rowan Street Capital Portfolio Holding: Meta Platforms, Inc.
META (holding update): Largest position held 8yrs, +19% CAGR. Revenue, earnings, FCF growth tracking returns. Current AI/infra capex cycle temporarily constraining FCF but early signs show improved ad platform effectiveness driving engagement & monetization. Mgmt prioritizes long-term competitive moats over quarterly results (mobile shift, Instagram/WhatsApp M&A validated this). Risk viewed as permanent capital loss, not position size or volatility.
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