Added to YB: 2026-09-02
Pitch date: 2026-08-30
META [neutral]
Meta Platforms, Inc.
+0.16%
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
$577.63
Price Target
N/A
Dividend
0.36%
EV/EBITDA
13.11
P/E
21.78
EV/Sales
6.55
Sector
Interactive Media and Services
Category
growth
Meta: the riskiest of the GAFAM companies?
META (overview): Meta remains overwhelmingly an advertising network: ads generated $196B of its $201B in 2025 revenue, monetizing 3.6B daily users. With users growing only ~3%, growth now depends on impressions and pricing; Reels, recommendation-driven feeds and new WhatsApp inventory expand ad supply. Barclays estimates WhatsApp and Threads could add up to $25B of revenue, but audience saturation, weak Threads engagement and regulatory constraints temper the opportunity.
Read full article (11 min)