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
N/A
Dividend
0.38%
EV/EBITDA
12.64
P/E
20.98
EV/Sales
6.31
Sector
Interactive Media and Services
Category
growth
Meta: 2Q26 Business Update
META (earnings): 2Q26 rev +27% FXN, but op earnings only +9% ex $2.4bn legal & $1.2bn severance charges. Stock -9%. D&A $6.3bn (+46% y/y) pressuring margins as capex grows. 3Q guide $61-64bn (+19-25%), a bigger decel than expected. 2026 capex $130-145bn, 2027 similar/higher; committing 2-3yrs of ~$105bn LTM FCF to AI/cloud buildout. FCF went negative in 2Q (SBC as expense). 5 call options: Meta Compute, Reality Labs, Business Agent Platform, Neocloud, frontier model. Reverse DCF gated.
Read full article (4 min)