Meta Platforms, Inc. (META) · Analyst Ledger · Stoa

Meta Platforms, Inc.

METANASDAQ

648.03+0.6%

Market cap1.7TAutoFwd P/E18.5Auto52-week range520.26 - 790.80Auto

This range -13.9%

1D 1W 1M 6M 1Y 5Y

HITMISSNEAROpen call

Stoa coverage of META

How much of Stoa is on this name, and how its closed calls turned out.

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Analysts covering

100%

Hit rate · 1 resolved

Publications on this name

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RESEARCHVideo

Meta: cohort quality is improving, which almost never happens

Recent user cohorts reach the same revenue per user in roughly half the time earlier cohorts took. Improving cohort quality at this scale is rare and it compounds.

Grace HollowayJUL 28

Free

NOTEVideo · Cards

Meta: take rate is rising without a price increase

Take rate rose again without a published price change, which means mix is doing the work. Mix-driven monetisation is durable in a way that price increases are not.