Added to YB: 2026-07-15
Pitch date: 2026-07-12
META [bullish]
Meta Platforms, Inc.
-0.05%
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
$1.7T
Pitch Price
$661.38
Price Target
N/A
Dividend
0.32%
EV/EBITDA
14.74
P/E
23.89
EV/Sales
7.78
Sector
Interactive Media and Services
Category
value
The Mega-Cap Opportunity: Meta
META (holding update): Long-held. Market unduly discounts Meta & Microsoft—only mega-caps (ex-Google) below S&P PVGO despite superior 20%/17% growth vs 8.5% index. AI capex ROI fears overblown: SpaceX deals show 70-120% ROI, hyperscalers past D&A breakeven. Fast diffusion limits overbuild; oligopoly + short chip lives protect margins. Bumped +20% last wk; adding on dips.
Read full article (13 min)