Added to YB: 2026-08-04
Pitch date: 2026-07-31
META [neutral]
Meta Platforms, Inc.
+4.98%
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
$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 Earnings: Cost of Being Right
META (earnings): 2Q26 ad rev +27% (DAU +3%), rev/person +24%, impressions +14%, price/ad +12%. Op margin fell 43%→31% (37% clean ex-$2.4B legal, $1.18B severance). $31.1B capex left just $784M FCF; no buybacks, $25B debt issued. R&D +67%, Reality Labs -$4.6B. Core ad loop intact but shareholder return no longer automatic as spending absorbs cash. At ~$538, base case 18-26% annualized 3yr return; bear flat/down. Watch: ad growth >20%, clean margin >37-38%, FCF >$10B, buyback resumption.
Read full article (7 min)