Added to YB: 2026-05-05
Pitch date: 2026-05-02
META [neutral]
Meta Platforms, Inc.
+0.41%
current return
Author Info
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
$1.7T
Pitch Price
$607.93
Price Target
N/A
Dividend
0.31%
EV/EBITDA
15.02
P/E
24.34
EV/Sales
7.93
Sector
Interactive Media and Services
Category
value
Goal: excellent results, short-term reaction - $Meta
META (earnings): Q4 rev +33% YoY, ad biz +33%, 41% op margin, $7.31 adj EPS, $12.4B FCF after $20B capex. Stock -8% on 2026 capex raise to $125B-$145B range creating return uncertainty. Impressions +19%, price/ad +12%; Instagram Reels time +10%, FB video +8%. AI tools used by 8M advertisers; WhatsApp non-ad rev +74%, AI convos jumped 1M to 10M/wk. Trading ~21x adj earnings despite 30% growth & 40% margins. Market discounting capex risk vs core strength.
Read full article (7 min)