Added to YB: 2026-08-11
Pitch date: 2026-08-09
META [bullish]
Meta Platforms, Inc.
-0.7%
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
$599.13
Price Target
N/A
Dividend
0.35%
EV/EBITDA
13.43
P/E
22.31
EV/Sales
6.71
Sector
Interactive Media and Services
Category
growth
META: Why I Bought the Dip
META (added to position): Q2 rev $60.8B +28% YoY, ad rev +27% (impressions +14%, price +12%). EPS $6.18 missed ~$7.20 est, but $2.4B legal + $1.18B severance charges masked ~9% op income growth; normalized EPS ~$7.35-7.41. FCF fell to $784M on $30B capex, but OCF grew to $31.9B. Trades high-teens fwd P/E vs own 25-27x avg. Catalysts: Connect Sept 23, Watermelon frontier model, API/enterprise licensing, AI glasses, agents. Free options on compute-for-sale, AI search, subscriptions add ~$9 to 2028 EPS. Bought at $523/$532/$541.
Read full article (15 min)