Meta Platforms Trades At The Lowest Multiple Among Mag 7 Stocks

Meta Platforms (META) delivered a Q1 revenue beat with 33% YoY growth and strong EPS, yet shares sold off on increased CapEx guidance. META’s CapEx increase is driven by higher memory pricing and strategic infrastructure investments, not by excessive expansion; free cash flow remains robust. Operational metrics are accelerating: ad impressions up 19%, ad prices up 12%, and AI-driven business agent conversations up 10x in four months.