Added to YB: 2026-08-05
Pitch date: 2026-08-02
META [bullish]
Meta Platforms, Inc.
+4.57%
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
$562.24
Price Target
N/A
Dividend
0.36%
EV/EBITDA
13.39
P/E
22.24
EV/Sales
6.68
Sector
Interactive Media and Services
Category
value
Meta: Compute Is the Heart of the Business
META (added to position): Q2'26 rev $60.8bn +28% YoY at $200bn+ scale. Underlying EBIT +9% (37% margin) ex-charges; ~40% ROIC on operational capital. AI compute driving engagement (IG +double-digit) & monetization (Advantage+ $75bn run-rate). Full-stack tech co mispriced as ad platform post-Metaverse scars; owned-compute leverage + enterprise agents/WhatsApp optionality = asymmetric bet. Author added significantly.
Read full article (8 min)