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META Platforms & Software

Meta Platforms

AI-enabled ad platform

Detail page

AI can improve recommendation quality, ad targeting, and monetization across Meta's family of apps.

Price $609.84
1D change -1.31%
Market cap $1.55T
Sector Communication Services

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric META
Price $609.84
1D Change -1.31%
Market Cap $1.55T
Enterprise Value $1.57T
Trailing P/E 22.2
Forward P/E 16.9
Price / Sales 7.2
EV / Revenue 7.3
Revenue Growth 33.1%
Earnings Growth 62.4%
Gross Margin 81.9%
Operating Margin 40.6%
Net Margin 32.8%
ROE 32.9%
Free Cash Flow $25.56B
FCF Margin 11.9%
Debt / Equity 0.36x
Current Ratio 2.35x
Dividend Yield 34.00%
Next Earnings Jul 29, 2026
Quarterly Revenue $56.31B
Revenue QoQ -6.0%
Quarterly Net Income $26.77B
Net Income QoQ +17.6%

META thesis lens

AI-enabled ad platform

Why it could benefit

  • AI can improve recommendation quality, ad targeting, and monetization across Meta's family of apps.
  • Meta can also monetize AI assistants and creator tools over time.
  • Its open-weight ecosystem may help it shape the developer stack even beyond direct product revenue.

Moat / edge

  • Enormous audience scale and ad inventory.
  • Rich engagement data and feedback loops for recommendation systems.
  • High operating leverage when better models improve ad yield.

What to watch

  • Ad load and pricing trends tied to AI recommendation gains.
  • Reality Labs losses versus core-platform cash generation.
  • Usage and monetization of Meta AI tools.

Key risks

  • Heavy spending can compress margins if revenue lags.
  • Privacy or regulatory changes can pressure targeting efficiency.