Added to YB: 2026-05-05
Pitch date: 2026-04-30
META [neutral]
Meta Platforms, Inc.
-0.7%
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
$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 Platforms, Inc. (META) — Q1 2026 Results
META (earnings): Q1 rev $56.3B (+33% YoY, fastest in 4yrs), impressions +19%, price +12%. Instagram time +10% from AI ranking; Business AIs 10M weekly convos (10x in Q1). Value optimization suite $20B run-rate (2x YoY). Core EPS $7.31 (headline $10.44 had $8B tax benefit). FY26 CapEx raised $10B to $125-145B on memory costs. Margin to compress to ~31% FY26 from 41% Q1 on D&A lag. WhatsApp monetization + adaptive ranking (1T parameters, +1.6% conversions) underpriced. May layoffs signal AI productivity gains. Risks: EU regulation, persistent memory inflation, D&A heavier than guided.
Read full article (13 min)