Added to YB: 2026-10-15
Pitch date: 2026-10-13
META [neutral]
Meta Platforms, Inc.
-3.05%
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
$1.9T
Pitch Price
$760.75
Price Target
N/A
Dividend
0.28%
EV/EBITDA
16.80
P/E
28.00
EV/Sales
8.39
Sector
Interactive Media and Services
Category
growth
$META: Muse Hits 5 Million Downloads in 22 Days, but Rising CapEx Pressures FCF
META (update): Meta’s 28% Q2 revenue growth and Muse’s 5M downloads in 22 days versus 56 days for ChatGPT provide early evidence that heavy AI investment can extend growth beyond its dominant advertising franchise. Valuation is near historical norms at 6.88x forward EV/sales and 23.1x forward earnings, but Muse monetization remains unproven while AI spending has driven FCF margin to 1.3% and debt above cash, with 2026 capex guided to $130B-$145B.
Read full article (15 min)