Added to YB: 2026-05-05
Pitch date: 2026-05-02
META [neutral]
Meta Platforms, Inc.
+0.41%
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
$1.7T
Pitch Price
$607.93
Price Target
N/A
Dividend
0.31%
EV/EBITDA
15.02
P/E
24.34
EV/Sales
7.93
Sector
Interactive Media and Services
Category
growth
Meta’s Q1 Earnings: Profits Jump 61%, But a $145 Billion AI Bill Just Crushed the Stock
META (earnings): Q1 rev $56.3B (+33% YoY), net income $26.8B (+61% but incl $8B tax benefit); ad rev $55B (+33%), impressions +19%, price/ad +12%. 3.56B DAUs. Strong results but stock -6% after raising 2026 capex to $125-145B (from $115-135B) for AI infra. FCF $12.4B. Shifting from cash cow to capital-intensive AI platform. Reality Labs loss $4B. Market re-rating underway on heavier spend.
Read full article (3 min)