Added to YB: 2026-08-04
Pitch date: 2026-07-31
META [neutral]
Meta Platforms, Inc.
+4.98%
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
$1.4T
Pitch Price
$562.24
Price Target
1.0K (+69%)
Dividend
0.38%
EV/EBITDA
12.64
P/E
20.98
EV/Sales
6.31
Sector
Interactive Media and Services
Category
growth
META (META): Post-Earnings Update & Valuation (July 2026)
META (earnings): Q2'26 rev $60.8B (+28% YoY), beat est; ad impressions +14%, pricing +12%. But EPS $6.18 missed $7.18, down YoY on surging costs. R&D 35.6% of rev, CapEx $30.1B (94.5% of OCF), FCF collapsed to $1.7B (2.9% margin vs 19%), ROIC 5.8% vs 12.8% peak. FY CapEx guide $130-145B. At 21x P/E, reverse DCF implies 11-16% FCF growth. Attractive if margins normalize to 25%; bear case=permanent capital intensity. Median PT $835. Constructive but measured; accumulating on weakness.
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