Professional
Added to YB: 2026-05-22
Pitch date: 2026-05-04
META [neutral]
Meta Platforms, Inc.
-0.97%
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
$1.5T
Pitch Price
$613.31
Price Target
N/A
Dividend
0.35%
EV/EBITDA
13.59
P/E
22.01
EV/Sales
7.17
Sector
Interactive Media and Services
Category
growth
Baron Durable Advantage Fund Portfolio Holding: Meta Platforms, Inc.
META (holding update): Q1 rev +24% YoY, 41% op margin, Q1 guide 29% YoY growth (const FX). However, 2026 opex guide up 40% YoY (above Street) raised AI overspend concerns vs peers. Lost jury verdict on user harm design. Ad budget uncertainty from Iran conflict. AI drives content recs (higher engagement) & ad targeting (better ROAS). Long-term: mobile ad leadership, massive user base, genAI capabilities, future monetization via smart glasses & commerce.
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