Meta Platforms, Inc. (META): A Bull Case Theory

We came across a bullish thesis on Meta Platforms, Inc. (META) on Substack by LongYield. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc. (META)'s share was trading at $572.21 as of May 1^st. META’s trailing and forward P/E were 22.37 and 22.78 respectively according to Yahoo Finance.

Meta's Q1 2025 results demonstrate its solid financial performance and strategic positioning as the company accelerates its pivot toward a generative AI-driven future. Revenue surged 16% year-over-year, reaching $42.31 billion, with the Family of Apps (FoA) segment...