Added to YB: 2025-09-24
Pitch date: 2025-09-22
META [bullish]
Meta Platforms, Inc.
-16.11%
current return
Author Info
Paradox Intelligence provides alternative data intelligence for professional investors. Alternative data means non-traditional signals—search trends, social sentiment, web traffic—that reveal market changes before they show up in earnings or analyst reports. Sign up for the newsletter.
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
$768.62
Price Target
N/A
Dividend
0.35%
EV/EBITDA
15.41
P/E
27.38
EV/Sales
8.11
Sector
Interactive Media and Services
Category
growth
$META $EL.PA: The Smart Glasses Monopoly, An Asymmetric Opportunity
META: Smart glasses represent the next computing platform shift, with Meta-EssilorLuxottica partnership creating unmatched moat via tech+fashion+distribution. Ray-Ban Meta hit $200M H1 revenue, search interest up 610% YoY. TAM: 2.5B+ eyewear users. Risks: execution, adoption timeline, Apple entry.
Read full article (8 min)