M1TA34 — Meta Platforms, Inc.
Tecnologia / Redes Sociais / Publicidade Digital / IA|Event Impact Analysisstream
Premissas (2026-04-17)USD mode, FX 4.99
revenue
258.00 USD bn
op_margin
0.43 pct
sbc_rate
0.09 pct
fx
4.99 BRL/USD
multiple_adj
0.00 pct
shares
2.5k MM
Modelo
op_income=revenue * op_margin * 1000=110.9k
ebitda_usd=op_income=110.9k USD MM
ebitda_brl=ebitda_usd * fx=553.6k R$ MM
price_per_bdr=price_per_share / 28=0.00
Valuation
EBITDA Ajustado (DB)
US$ 110.940 MM
Dívida Líquida
US$ 0 MM (DL/EBITDA 0.00x)
Preço Atual
R$ 113.20 Implied EV/EBITDA 0.52x
Stream Price (base)
R$ 113.20
Event Impact | Preço Atual R$ 113.20
Clique em um evento para inspecionar referências e citações.
EventoEsperadoGanhoGanho/Preço
Pendentes (6)
+P/E re-rating from 21x to 24x+ (mean reversion to 5y average)1 ref2027-12+R$ 16.98+15%+
multiple_adj 0 +0.15 → 0.15 pct
+Threads + WhatsApp incrementam US$15-25B receita incremental by 20281 ref1 check2028-06+R$ 6.58+6%+
revenue 258 +15 → 273 USD bn
+AI ad targeting (Advantage+) drives sustained revenue acceleration above 20% YoY1 ref2 checks2027-06+R$ 4.39+4%+
revenue 258 +10 → 268 USD bn
-EU DMA/DSA regulatory fines and compliance costs1 ref2027-12R$ 5.66-5%+
multiple_adj 0 -0.05 → -0.05 pct
-Global ad recession — ad spending drops 10-15% in macro downturn1 ref2027-12R$ 10.97-10%+
revenue 258 -25 → 233 USD bn
-Social media addiction lawsuits escalate — material financial impact2 refs1 check2028-12R$ 11.32-10%+
multiple_adj 0 -0.1 → -0.1 pct