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Added to YB: 2026-02-06

Pitch date: 2026-02-04

META [neutral]

Meta Platforms, Inc.

-2.83%

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

$1.6T

Pitch Price

$663.58

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

Show full summary:
Meta Q4 2025 Earnings: Key Takeaways

META (earnings): Q4 rev $59.89B (+24% YoY) beat est $58.35B; EPS $8.88 vs $8.19 est. Announces massive $115-135B 2026 capex for AI infrastructure vs $72B in 2025. Q1 2026 guidance $53.5-56.5B vs $51.3B consensus. Ad rev strong on AI optimization. Reality Labs loses $19.1B. Stock +10% on execution despite capex concerns.

Read full article (8 min)