Added to YB: 2026-05-05
Pitch date: 2026-04-30
META [neutral]
Meta Platforms, Inc.
-0.7%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$614.69
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
growth
Meta Earnings Q1 2026
META (earnings): Q1 rev $56.3B (+33% YoY) beat est, EPS $7.31 ex-tax benefit beat. Family of Apps $55.9B (+33% YoY, 48.1% op margin) drove results. Ad rev $55.0B (+33%), impressions +19%, price +12%. Meta AI sessions up double-digits post-Muse Spark; 10M+ weekly business AI conversations; AI glasses users tripled YoY. Negatives: OpEx +35% YoY, op margin fell 0.9pp to 40.6%, FCF margin down 4.2pp. CapEx raised to $125-145B (from $115-135B) on memory costs. Q2 guide $58-61B (+25% YoY) in-line. DAP 3.6B (-0.6% YoY) on Iran/Russia disruptions. Reality Labs $402M (-2% YoY). Regulatory risks persist.
Read full article (12 min)