Professional
Added to YB: 2026-08-17
Pitch date: 2026-07-16
META [bullish]
Meta Platforms, Inc.
-8.93%
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
$647.70
Price Target
N/A
Dividend
0.36%
EV/EBITDA
13.38
P/E
22.23
EV/Sales
6.68
Sector
Interactive Media and Services
Category
growth
Ironvine Capital Partners Portfolio Holding: Meta Platforms, Inc.
META (added to position): Owner of FB/IG with powerful data/distribution advantages, investing aggressively in AI to boost ad platform. Core biz has compelling AI use case—better creative/targeting draws ad dollars & widens lead via proprietary feedback loop. Punished on AI capex fears, but growth durable. Initiated in Concentrated, added in Core Q2.
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