Added to YB: 2026-09-10
Pitch date: 2026-09-08
META [bullish]
Meta Platforms, Inc.
+0.78%
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
$1.6T
Pitch Price
$648.64
Price Target
N/A
Dividend
0.34%
EV/EBITDA
13.98
P/E
23.24
EV/Sales
6.98
Sector
Interactive Media and Services
Category
growth
Portfolio Review (August ‘26) - Meta
META (added to position): The Meta position was increased as each new model and consumer-agent release reinforces conviction. Coding agent Muse has debuted to strong reviews, while its technical capabilities and meaningfully lower cost are supported by a cash-generative core business and significant excess compute. With the shares trading near the bottom of their range, the view is that patience through the current transition will be rewarded.
Read full article (1 min)