Added to YB: 2026-08-18
Pitch date: 2026-08-14
META [neutral]
Meta Platforms, Inc.
-3.52%
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
$589.75
Price Target
N/A
Dividend
0.36%
EV/EBITDA
13.38
P/E
22.23
EV/Sales
6.68
Sector
Interactive Media and Services
Category
value
Meta Update: Reckless Spending or Attractive Opportunity?
META (overview): Q2'26 rev +27% cc, but op earnings only +9% (ex-severance) as capex hits $140B vs $105B OCF; depreciation +50%. Next Q guide decel to 19-25%. 5 capex call options (Meta Compute, AI agents, MuseSpark, neocloud, Reality Labs -$20B/yr) w/ high execution risk. Under-covered litigation risk from teen mental health suits bypassing Section 230. 20x '26 EPS ($29), ~17x ex-RL; cheapest big tech, market pricing high-single-digit growth.
Read full article (11 min)