Added to YB: 2026-08-05
Pitch date: 2026-08-02
META [neutral]
Meta Platforms, Inc.
+4.57%
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
$1.5T
Pitch Price
$562.24
Price Target
N/A
Dividend
0.36%
EV/EBITDA
13.39
P/E
22.24
EV/Sales
6.68
Sector
Interactive Media and Services
Category
value
META 2Q26 Earnings Update
META (earnings): Q2 rev $61b (+28%), ad rev +27% (impressions +14%, price +12%); op income -8% to $19b, margin 31% (37% ex-legal/severance). R&D +67%. Capex $31b/41% of rev, FCF only $0.8b, no buybacks, debt to $84b. LLMs now in ads retrieval/recs; biz agents (1M+ businesses) monetizing Aug 1. 15.8x adj op income vs 38x FCF—gap is capex; key uncertainty is how much spend supports proven core vs unscaled frontier-model bets.
Read full article (9 min)