Buy META by Apr 3, 2026.

I previously posted that my portfolio going into 2026 is comprised of NVDA, MU, META, GOOGL, MSFT and LLY. This week, I’m taking a deeper dive into META. [META Valuation Analysis](https://docs.google.com/spreadsheets/d/17gJJdxJ2Ln8qjyZg7qFQcsojnt6wwni-X6cgxFpXhPE/edit?usp=sharing) Trailing twelve-month (TTM) revenue through 9/30/25 was $189 billion with a 43% operating margin. The Wall Street consensus is for revenue to increase 21% in 2025 to $199 billion and 18% in 2026 to $235 billion. 99% of revenue and 122% of operating income comes from the Family of …