Added to YB: 2026-06-11
Pitch date: 2026-06-09
META [neutral]
Meta Platforms, Inc.
-1.68%
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
$1.5T
Pitch Price
$580.73
Price Target
N/A
Dividend
0.36%
EV/EBITDA
13.13
P/E
21.27
EV/Sales
6.93
Sector
Interactive Media and Services
Category
growth
Why I'm still at Meta despite what I'm about to tell you
META (holding update): Author trimmed Big Tech exposure to just Meta amid AI capex concerns. Meta guides $125-145B 2026 capex; possible equity raise rumored. Bull: Q1 2026 rev +33%, op margin 41%, AI tied to core ad/distribution unlike Metaverse. Risk: Zuckerberg's discipline, fast chip obsolescence, returns hard to measure.
Read full article (9 min)