Added to YB: 2026-02-25
Pitch date: 2026-02-21
META [bullish]
Meta Platforms, Inc.
-2.03%
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
$652.54
Price Target
N/A
Dividend
0.35%
EV/EBITDA
15.26
P/E
27.13
EV/Sales
8.04
Sector
Interactive Media and Services
Category
value
Meta Platforms, Inc. - $META
META: AI capex mispriced vs peers. Spends directly improve core products (feed, ads, Reels) for 3B+ users—returns visible quarterly, not dependent on external parties like MSFT/GOOGL/AMZN. Can cut spend anytime without strategic risk. Conservative case: 10% revenue CAGR to 2030, elevated capex, low margins, $19B/yr Reality Labs burn, 25x exit = 10%+ IRR. Base case 20%+ IRR pre-WhatsApp/AI ad uplift.
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