Added to YB: 2026-07-07
Pitch date: 2026-07-03
META [neutral]
Meta Platforms, Inc.
+0.92%
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
$1.5T
Pitch Price
$594.84
Price Target
822.00 (+37%)
Dividend
0.36%
EV/EBITDA
13.09
P/E
21.20
EV/Sales
6.91
Sector
Interactive Media and Services
Category
N/A
Meta at $583: The $27 Billion of Debt That Isn’t on the Balance Sheet
META (overview): Hold, IV $642 (+10%). $27B off-BS Beignet SPV debt (6.58%, A+ on implicit backing) + $237B commitments = ~$323B capex exposure (5.5x FCF). EPS inflated by $8B tax benefit (real P/E ~24x). Buybacks halted, RL losses >$90B. Q2 print 7/29 resolves. Zuck controls 61% votes.
Read full article (5 min)