Added to YB: 2026-08-03
Pitch date: 2026-07-30
META [neutral]
Meta Platforms, Inc.
+2.41%
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
$1.4T
Pitch Price
$543.60
Price Target
N/A
Dividend
0.38%
EV/EBITDA
12.64
P/E
20.98
EV/Sales
6.31
Sector
Interactive Media and Services
Category
growth
Meta Q2 2026
META (earnings): Q2'26 rev $60.8B (+28% YoY), $13B incremental on $47.5B base. Op margin 31% (from 43%), FCF crashed to $784M (from $8.5B) on $31.1B CapEx. FY guide $130-145B CapEx. AI ad engine driving 8.3% clicks, 15.7% conversions, +12% ad price. Advantage+ $75B run-rate (33% rev). WhatsApp Other Rev >$1B (+73%). Ex $2.4B legal + $1.18B severance, op income +9%. Reality Labs dumpster fire. Youth litigation tail risk. Thesis hinges on believing in Zuck's CapEx bet.
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