Added to YB: 2026-03-27
Pitch date: 2026-03-26
META [bullish]
Meta Platforms, Inc.
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. 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
$1.5T
Pitch Price
N/A
Price Target
850.00
Dividend
0.37%
EV/EBITDA
14.20
P/E
25.24
EV/Sales
7.48
Sector
Interactive Media and Services
Category
growth
Zuckerberg’s Middle-Age Metabolism: Trimming Fat to Fund Superintelligence
META: Mispriced at $595 (~20x 2026 EPS). Q4 ad impressions +18% YoY, 20% rev growth funds AI CapEx internally. Cutting 20% headcount proactively to fund superintelligence build vs crisis mode. New exec comp plan targets $9T mkt cap by 2031 ($3,727/share), floor $1,116 (+88%). Applying 25x to $34 2027 EPS = $850 PT (+42% upside). Risks: Avocado AI delay, Google Gemini licensing rumors.
Read full article (9 min)