META
Snapshot
mcap $1.5T · fwd P/E 16.4 · P/S 6.4 · rev +28% y/y · margin 30% · short 1.3% of float · beta 1.2 · 19% of 52w range
Active theses holding META
Recent news
BCC Research: AI Reshapes Solar as Data Center Demand Surges
Artificial intelligence is reshaping the solar energy value chain as surging data center electricity demand drives renewable power needs. A BCC Research report identifies over 50 potential AI applications in energy and m
Aug 31, 2026
Netflix vs Meta: Which Media Stock Wins After Q2 2026?
In Q2 2026, Netflix and Meta both reported strong revenue growth but saw their stocks punished. Netflix posted $12.56 billion in revenue (up 13.37%) with EPS of $0.80, while ad revenue is on track to double to about $3 b
Aug 31, 2026
Meta's AI Ad Revenue Could Surpass Google Search by 2026
Bernstein predicts Meta's AI-driven ad revenue could surpass Google Search by end of 2026, citing Meta's Q2 2025 ad revenue of $59.4 billion (up 27% YoY) versus Google Search's $63.3 billion (up 17%). Meta's Advantage+ p
Aug 31, 2026
Goldman Sachs warns AI capex boom to last until 2028
Goldman Sachs warns that the AI capital expenditure boom will persist until at least 2028, driven by a supply-demand imbalance that won't balance until the first half of that year. Big Tech companies like Alphabet, Meta,
Aug 31, 2026
Bernstein Bets Meta to Overtake Google Search in Ad Revenue This Year
Bernstein predicts Meta Platforms will overtake Google Search as the top ad revenue destination this year, driven by AI advancements. Analyst Mark Shmulik noted Meta captured nearly half of all incremental digital ad dol
Aug 31, 2026
Meta, Oracle Among Founder-Led Stocks Built for Higher Rates
Founder-led companies like Meta Platforms and Oracle are attracting investor attention as central banks signal that higher interest rates may persist, raising the cost of business mistakes. Meta, led by Mark Zuckerberg,
Aug 30, 2026
Meta tests robots in data centers amid AI-driven job cuts
Meta is testing robots from Watney Robotics, Kinova, and ABB at data centers in Iowa and Ohio to perform tasks like swapping cables and reseating hardware, potentially replacing up to 80% of some technicians' workloads.
Aug 29, 2026
Meta boosts AI infrastructure with closed-loop liquid cooling
Meta is deploying closed-loop liquid cooling across most of its newest AI-optimized data centers, circulating a water-and-glycol coolant expected to last up to a decade to manage heat from powerful GPUs. The system reduc
Aug 28, 2026
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