Added to YB: 2026-09-28
Pitch date: 2026-09-23
META [bullish]
Meta Platforms, Inc.
+0.98%
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
$1.9T
Pitch Price
$744.36
Price Target
N/A
Dividend
0.28%
EV/EBITDA
16.83
P/E
28.04
EV/Sales
8.40
Sector
Interactive Media and Services
Category
growth
Meta finally showed us what the CAPEX was for
META (watchlist): Meta’s Muse launch makes the $130–145 billion 2026 CapEx plan more tangible: the consumer agent surpassed 2.5 million downloads in 13 days and can leverage 3.6 billion daily app users, while subscriptions, commerce, ads and APIs offer monetization paths. The buildout remains cash-funded, with $40.7 billion of trailing-12-month operating cash after CapEx, but minimal current monetization, Amazon’s blocking, consumer trust, rivals and Spark 1.3’s 15th-place overall agent leaderboard ranking leave durable usage and paid conversion unproven.
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