Added to YB: 2025-08-04
Pitch date: 2025-07-31
META [neutral]
Meta Platforms, Inc.
-14.76%
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 and mixed reality headsets, augmented reality, and wearables worldwide.
Market Cap
$1.6T
Pitch Price
$759.60
Price Target
N/A
Dividend
0.33%
EV/EBITDA
16.04
P/E
28.46
EV/Sales
8.61
Sector
Interactive Media and Services
Category
growth
META’s Blowout Quarter: Should We Really Be Cheering With the Crowd?
META (earnings update): All-time high after blowout Q2: +22% revenue, 43% margins, 38% EPS growth. But Zuck betting big on AI - cash down from $44B to $12B in 6 months, CapEx soaring to $66-72B in 2025, ~$100B in 2026. Similar to metaverse bet, risking FCF to build massive AI infrastructure.
Read full article (8 min)