Added to YB: 2026-05-08
Pitch date: 2026-05-06
META [bullish]
Meta Platforms, Inc.
+0.34%
current return
Author Info
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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
$614.72
Price Target
1.2K (+92%)
Dividend
0.34%
EV/EBITDA
13.76
P/E
22.30
EV/Sales
7.26
Sector
Interactive Media and Services
Category
growth
META: The Best Risk/Reward in the Market
META: Q1 rev $56.3B (+33% YoY), EPS $7.31 ex-tax. Ad rev reaccelerating to highest growth since Q1'22 on AI-powered tools (GEM, Lattice) driving ad impressions AND pricing up simultaneously—rare feat. WhatsApp $2B run-rate (+74% YoY). AI ROI visible: +10% Reels time, +6% conversion lift. Net debt 0.27x EBITDA despite $125-145B capex cycle. 3.56B DAP (-0.55% QoQ on Iran/Russia disruptions). PT $963-1177 by 2028 (16.5-24.6% CAGR) on 18-22x EV/EBIT, 15x 2028 Owner Earnings. Best risk/reward in market at 20x PE growing 30%+.
Read full article (15 min)