Professional
Added to YB: 2026-06-19
Pitch date: 2026-03-31
META [bullish]
Meta Platforms, Inc.
+3.55%
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
$1.5T
Pitch Price
$579.59
Price Target
N/A
Dividend
0.35%
EV/EBITDA
13.48
P/E
21.83
EV/Sales
7.11
Sector
Interactive Media and Services
Category
growth
Polen Global Growth New Postion: Meta Platforms, Inc.
META (new position): Re-initiated (owned in 2022). Ad rev growing ~25% despite $200bn+ run rate; 3.2bn MAU, 2.2bn DAU. Near-term margin pressure from capex/AI investment, but expect re-expansion. ~21x FY26 EPS after sideways action; mid-teens EPS growth, upside if investment intensity moderates. Risk: data center capex w/o cloud biz.
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