Added to YB: 2026-05-05
Pitch date: 2026-05-01
META [bullish]
Meta Platforms, Inc.
+0.41%
current return
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
$1.7T
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
The Street Missed the Q1 Signal: Why Meta’s AI Engine is Worth Every Penny
META (holding update): Q1 rev +33% YoY on +19% impressions & +12% pricing—rare simultaneous gains breaking typical ad supply/demand inverse relationship. Adjusted EPS $7.31 (+13.7% YoY). AI driving engagement: Reels time +10%, FB video +8%, WhatsApp Biz msgs 10x to 10M/week, Partnership Ads $10B run-rate. $125-$145B CapEx spooked Street (-10% AH), but mgmt cutting staff, guiding 2026 op income > 2025. Q2 guide $58-61B (+22-28% YoY) despite Iran conflict mid-Q1. At $600, trades 17.4x 2027 EPS vs S&P 19.2x—discount unwarranted given 20%+ growth sustainability & AI moat. Outperform.
Read full article (7 min)