Added to YB: 2026-05-05
Pitch date: 2026-04-30
META [bullish]
Meta Platforms, Inc.
-0.7%
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
$1.7T
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
My read on Meta earnings
META (earnings): Q1 rev +33% YoY (accel from +24% Q4), ad pricing +12% (vs +6% Q4) on +19% impressions. Muse Spark shipped, clearing frontier model overhang. 41% op margin held, May RIF announced. Capex raised $10B to $125-145B, mostly memory cost passthrough (bullish MU read-thru). 1GW custom silicon w/ AVGO+AMD. Risks: $107B new commitments, 2 qtrs zero buyback, FCF<capex, 2027 capex undisclosed, DAU -QoQ on geopolitics
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