Added to YB: 2026-06-01
Pitch date: 2026-05-29
META [bullish]
Meta Platforms, Inc.
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
N/A
Price Target
760.00 (+20%)
Dividend
0.33%
EV/EBITDA
14.27
P/E
23.11
EV/Sales
7.53
Sector
Interactive Media and Services
Category
growth
Meta Platforms: $145B in Capex Scared the Market. It Shouldn't Have.
META: Q1'26 rev $56.3B (+33% YoY), 41% op margin, $125B LTM OCF. AI-rebuilt ad stack ($60B run-rate) lifting conversions/engagement. $125-145B 2026 capex suppresses EBIT/FCF optics, not core engine. FV $720-760 (vs $629) on P/OCF reverting to 15x median. Risks: EU/DMA, youth litigation, trade policy.
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