Added to YB: 2026-08-03
Pitch date: 2026-07-30
META [neutral]
Meta Platforms, Inc.
+2.41%
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
$1.4T
Pitch Price
$543.60
Price Target
N/A
Dividend
0.38%
EV/EBITDA
12.64
P/E
20.98
EV/Sales
6.31
Sector
Interactive Media and Services
Category
value
Meta is 8% of my portfolio. Here's my honest read
META (earnings): Q2'26 rev $60.8B beat (+28% YoY), ads +27%, impressions +14%/price +12%; but GAAP EPS $6.18 missed ~$7.15, op margin 30.9% (36.8% ex-charges). Stock -8% to low $500s on soft Q3 guide, capex raised to $130-145B, FCF collapsed to $784M. ~high-teens P/E vs 22x avg. 8% position, underwater, watching before adding.
Read full article (4 min)