Meta Platforms, Inc.
METANASDAQ
648.03+0.6%
Stoa coverage of META
How much of Stoa is on this name, and how its closed calls turned out.
0
Open calls
0
Analysts covering
100%
Hit rate · 1 resolved
Publications on this name
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.
Free
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.
Subscribers
Resolved history
What the market did with every call that has closed.
| Analyst | Direction | Entry → resolved | Return | Outcome |
|---|---|---|---|---|
| Grace Holloway | Long | 602.28654.52 | +8.7% | Hit |
Fundamentals
Pulled automatically, never an analyst's estimate.
P/E Auto
24.3
Market cap Auto
1.7T
Revenue Auto
228.2B
Profit margin Auto
29.8%
EPS Auto
26.70
Peers
The rest of the sector.