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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
META Cloud, Data & AI 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 $592.10
1D change +0.37%
Market cap $1.51T
Sector Communication Services

Shared metric table

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Metric META
Price $592.10
1D Change +0.37%
Market Cap $1.51T
Enterprise Value $1.53T
Trailing P/E 22.3
Forward P/E 16.9
PEG Ratio 0.88x
Price / Sales 6.6
EV / Revenue 6.7
Revenue Growth 28.0%
Earnings Growth -13.4%
Gross Margin 81.7%
Operating Margin 34.8%
Net Margin 29.8%
ROE 29.8%
Free Cash Flow $21.55B
FCF Margin 9.4%
Debt / Equity 0.43x
Current Ratio 2.23x
Dividend Yield 0.35%
Next Earnings Oct 28, 2026
Quarterly Revenue $60.80B
Revenue QoQ +8.0%
Quarterly Net Income $15.85B
Net Income QoQ -40.8%

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.