Added to YB: 2026-05-05
Pitch date: 2026-04-30
META [neutral]
Meta Platforms, Inc.
-0.7%
current return
Author Info
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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: 1Q26 Business Update
META (earnings): Q1 rev +33% YoY (29% constant currency), driven by 19% impression growth & 12% ad price growth. Guided Q2 22-28% growth. FOA EBIT margin fell ~400bps on higher depreciation from AI capex. AI improvements drove 10% IG engagement lift, 8% FB video time gain, 6%+ conversion rate boosts. Spending heavily on datacenters & frontier model development. Distribution advantage via apps, unique user data vs peers. Ray-Ban glasses sold 7M units. Bet: become leading consumer AI or maintain strong ads biz regardless.
Read full article (5 min)