Added to YB: 2026-06-02
Pitch date: 2026-05-30
META [bullish]
Meta Platforms, Inc.
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
$1.6T
Pitch Price
N/A
Price Target
N/A
Dividend
0.33%
EV/EBITDA
14.20
P/E
23.01
EV/Sales
7.50
Sector
Interactive Media and Services
Category
value
Portfolio Review - May 2026 - Added On: Meta Platforms, Inc.
META (added to position): Added 2nd consecutive month; best value in Mag 7 at ~18x fwd earnings vs strong growth outlook. AI driving ad core—better recommendations, more time on platform, stronger monetization. Overbuild risk manageable: can cut capex or monetize excess data center capacity. Compelling asymmetry.
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